We sell positions based on a few main reasons. We expect low or no dividend growth going forward. The dividend is cut or has the potential to be cut. The company is drastically overvalued. We see a better opportunity to… Read More
As we mentioned in the 26th volume of our dividend letter, Yum! Brands (YUM) would eventually start opening Taco Bells up in China. The first one will open up this year. Yum Brands Inc, the owner of the KFC and… Read More
A month ago Wall St hated $AAPL b/c of near term prospects, now they love it b/c of near term prospects: https://t.co/oZoAwJreuS — John Huber (@BaseHitInvestor) March 15, 2016 Apple isn’t the only company that Wall Street does this with… Read More
After 35 years China ended its one-child policy. Companies with exposure to China’s baby market like Mead Johnson (MJN) and Procter & Gamble (PG) jumped in price on the news. A Chinese baby boom is around the corner. Or is… Read More
Visa (V) and MasterCard (MA) are the two lowest yielding positions in our dividend growth portfolio, both yield under 1%. We think they will be the two companies to grow their dividends the fastest. They both have low payout ratios… Read More
From Barron’s and according to Credit Suisse these are the 27 companies (although the list is 28) that fit Warren Buffett’s high-quality investment criteria right now. Hanesbrands (HBI ) Hasbro (HAS) Carter’s (CRI) Ross Stores (ROST) Dollar General (DG) Wal-Mart… Read More
When looking for guidance from our role models we often ask “what would they do”? Maybe we should invert the question and ask, “what wouldn’t they do”? Bloomberg does and asks what wouldn’t Warren Buffett do? INVESTING Don’t be too… Read More
There is a common misconception with AbbVie (ABBV) in regards to its blockbuster drug Humira. Sure Dividend outlines this misconception below. That’s where the risk with AbbVClie comes in. The company’s composition-of-matter patent for Humira expires at the end of… Read More
We’re always big fans of confirmation bias. Today’s confirmation bias comes from Barron’s. They ran a screen for companies with dividend yields greater than the S&P 500’s current yield and with increasing earnings estimates. Barron’s came up with 4 and… Read More
Apple knows that they can’t be the iPhone company forever; just like it couldn’t be the iPod company forever. Above Avalon outlines Apple’s strategy for the future. 1) Increase our dependency on iPhones. The best way to move beyond the… Read More
The Big Picture – Staying Invested We are strong adherents of the KISS (“keep it simple stupid”) philosophy when it comes to investing. Focus