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Category Archives for "BlackRock (BLK)"

Third Point Invests in BlackRock (BLK)

In their Q2 2017 letter, Third Point outlines their reasons for investing in BlackRock (BLK). BlackRock is a long time holding in our dividend growth portfolio. BlackRock is the world’s largest asset manager, with $5.7 trillion in AUM. In a classic scale industry, BlackRock is an asset-gathering machine, with organic net inflows of over 7% […]

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Ending the DOL Fiduciary Rule Won’t Change the Long-Term Trend

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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AMM Dividend Letter Issue 25: 2016 Prediction & Year-End Review

This is from the AMM Dividend Letter released January 7, 2016. If you want to see the latest “Dividend Stock in Focus” as soon as it’s released then join our mailing list here. Predictions. We humans love listening to, making, and trusting predictions. Since it’s the start of a new year we’re going to be […]

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AMM Dividend Letter Issue 15: Systems Versus Goals & Year-End Review

This is from the AMM Dividend Letter released January 8, 2015. If you want to see the latest “Dividend Stock in Focus” as soon as it’s released then join our mailing list here. It’s that time of the year again. When we sit down and make our New Year’s Resolutions. A fancy way of saying […]

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