The Box is a great book that I read after Bill Gates recommended it a couple years ago. It is the story of how container shipping took over the world. One of the lessons I learned from the book is… Read More
Ever since AbbVie (ABBV) was spun off from Abbot Labs (ABT) the major concern was the upcoming loss of patent protection for Humira. Humira is one of the most successful drugs ever and it provides over 60% of AbbVie’s revenue…. Read More
From Barron’s. But what matters to long-term investors is the yield based on what you paid for the stock, says Melcher. If the stock appreciates, the current yield may fall – even as the company increases the dividend. But what… Read More
Does everyone remember the Royal Bank of Scotland’s announcement to “sell everything” because 2016 will be a “cataclysmic” year? No? Well, that is what we do when we hear predictions. We tend to forget about predictions when they don’t come true and… Read More
Supposedly Yum! Brands (YUM) and KKR are in talks to sell a 19.9% stake in Yum! China to KKR. (Reuters) – Yum Brands Inc (YUM.N), the owner of the KFC and Pizza Hut chains, is in talks with private equity… Read More
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
Retirement often provides our clients with the time and energy to accomplish the home remodel of their dreams. While you may already have clear