Pullback Shopping List It’s happening. We’re finally getting a pullback in the stock market. Every pullback presents an opportunity to add to an existing position or a new position if its stock price drops below our estimate of fair value…. Read More
The recent trades we made so far n the AMM Dividend Growth strategy during the market correction. Why Disney & Yum are now sources of cash despite us still liking them Domino’s Pizza becomes a full position Other trades involving… Read More
Amazon recently announced that their UK division will stop accepting Visa branded credit cards. The stock dropped over 5% and lost around 20 billion in market cap. Was the market reaction to the Amazon news justified? Or was it an… Read More
Does Visa’s common stock pass the security test, the asset test, and the income test to count as 1042 Qualified Replacement Property (QRP)? And can it be included in an ESOP Rollover as part of a dividend growth portfolio? Listen… Read More
When shareholders of a closely held C Corporation sell their shares to an ESOP (Employee Stock Option Plan) and the ESOP owns 30% or more of the common stock the selling shareholders can do an ESOP rollover. With an ESOP… Read More
Listen Books The Behavioral Investor AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 Transcript Welcome to the 10th episode of the AMM Dividend Growth Podcast. I’m Glenn Busch a portfolio manager at American… Read More
Why did we trim Apple, Visa, and MasterCard in the AMM Dividend Growth strategy? Glenn explains why our portfolio management rules lead to these trades, why trimming winning positions is one of the hardest things to do, and how our… Read More
Happy New Year! As we begin 2020 we are trimming some positions in the AMM Dividend Growth strategy that currently exceed our maximum position size threshold. So far we’ve trimmed Visa (V), MasterCard (MA), and Apple (AAPL). We’ll likely trim… 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
In the 11th issue of the AMM Dividend Letter we highlighted the buying of Visa Europe as a potential catalysts for further price appreciation and dividend growth for Visa (V). Visa Europe would provide further transaction volume growth and Visa… Read More
For those of you who have been paying into Social Security for your entire working careers, the day when you finally retire and begin