The AMM Dividend Letter is a monthly e-newsletter focused on dividend growth investing.

Each issue will focus on one company currently in our portfolio and feature an analysis of the potential catalysts for further price appreciation and dividend growth.

You will also receive periodic updates when we sell a stock or when a holding is bought out.

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Dividend to Avoid: GameStop (GME)

GameStop looks like a bargain. A trailing twelve month PE ratio of 6.39. A current dividend yield of 6.33% with a payout ratio of 38%. As a dividend growth investor, we want to invest in companies with long runways for growth. This allows us to collect a rising income stream for many years. We don't [...]

Another confirmation bias post. Glenn Greenberg of the Brave Warrior Fund was on CNBC stating their case to be long financials. Market Folly has the notes. - Long financial stocks JPMorgan (JPM), Primeria (PRI), and Charles Schwab (SCHW). "We made a big bet that normal interest rates would not stay at zero. It was that [...]

Morningstar making the case for a long-term investment in Railroad stocks. One of the big reasons is taxes. The railroad stocks are not multinationals. They only operate in the U.S. and they pay the U.S. corporate tax rate. UNP Effective Tax Rate (Annual) data by YCharts If President Donald Trump does indeed cut corporate taxes, [...]

Each position in your portfolio has a target weight, or ideal position size based on initial purchase. Around a position's target weight we also assign a minimum and maximum tolerance band. Since positions are in constant fluctuation, the tolerance bands allow us to minimize trading costs during typical re-balancing, and focus on areas that have [...]

2017 Predictions & 5 Years in Review

With the new year we're going to make our annual prediction about the U.S equity markets. But first we want to revisit some of the more memorable market predictions of 2016. On January 11, 2016 Andrew Roberts, a strategist at the Royal Bank of Scotland declared the following. Sell everything except high quality bonds. This [...]

Over the last few months, both S&P Global (SPGI) and Moody's Corp. (MCO) shares have sold off. I've been trying to understand the recent poor investor sentiment. One guess is the changing U.S. interest rate environment. U.S. interest rates have been so low and so favorable for businesses to issue debt. Now with rising rates [...]

How Much Does S&P Global Earn From ETFs?

There are over $208 billion in assets in SPY, the SPDR S&P 500 ETF. State Street which owns the SPDR ETFs doesn't get to use the S&P name without paying for it. How much revenue does S&P Global (SPGI) make from licensing its name to ETF products? In the recent quarter, S&P Global's S&P and [...]

One industry benefiting from the election of Donald Trump is asset management. Specifically, active fund managers. Companies like T.Rowe Price (TROW) and Franklin Resources (BEN) have outperformed the broad index since election day. The outperformance stems in part from the expectation that the new DOL Fiduciary rule and the legal pressure to move assets to [...]

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