The Cheapest Dividend Aristocrats

Another dividend screen we run is to take all the companies in the Dividend Aristocrat Index and rank them by cheapest. We define cheap using the Enterprise Value to EBIT ratio, EV/EBIT. The lower the number the better. We use enterprise value, debt + market capitalization- cash, because we want to know what it costs […]

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Roger McNamee in the Right Place at the Right Time

The latest episode of Super Investors and the Art of Worldly Wisdom by Jesse Felder had famed tech investor Roger McNamee. Roger McNamee ran the T.Rowe Price Science Tehcnology Fund during the personal computer revolution and the internet boom. Roger produced market beating compound annual returns during his tenure. Then Roger started Integral Capital, a […]

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What I Wish I Wrote ~ October 5, 2017

Performance of dividend payers in the S&P 500 versus non-dividend players in the S&P 500 (Dividend Growth Investor) Is DaVita juicing its earnings through an opaque non-profit? Warren and Charlie’s Excellent Insurance Gambit (Sirf-Online) Did Warren Buffett kill value investing? (The Irrelevant Investor) The psychological biases that leave us unprepared for disaster (Tim Harford) What do the […]

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