Glenn Busch

Author Archives: Glenn Busch

Morgan Stanley & JP Morgan Expected To Boost Capital Return

One of the reasons we invested in JP Morgan Chase (JPM) and Morgan Stanley (MS) is our belief that they are over capitalized. Their excess capital will eventually be returned to shareholders through buybacks and dividend increases as they continue to pass the Federal Reserve’s Comprehensive Capital and Analysis and Review (CCAR). Goldman Sachs via […]

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Dividend Stock to Avoid: Energizer Holdings (ENR) and the Secular Decline of Alkaline Batteries

Energizer Holdings (ENR) is a well-known consumer brand. The company recently underwent a corporate restructuring, a spin-off. Energizer Holdings current dividend yield is 2% with a payout ratio at 50%. Finally, Energizer recently increased its quarterly dividend by 10%. Energizer is what we classify as a new dividend payer and given its recent history, it […]

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What I Wish I Wrote ~ June 2, 2017

This is a great twitter thread on how Amazon is disrupting consumer brands and which items are most likely to be disrupted. 1. Great chart from Mary Meeker in her recent Internet trends report. — Alex Rubalcava (@AlexRubalcava) June 2, 2017 And as a follow-up, the presentation from the 2017 Ira Sohn Conference on […]

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