Pfizer, A Cheap Stock with a 3% Yield

We’re always big fans of confirmation bias. Today’s confirmation bias comes from Barron’s. They ran a screen for companies with dividend yields greater than the S&P 500’s current yield and with increasing earnings estimates. Barron’s came up with 4 and one of them, Pfizer, is a current holding. Pfizer Pfizer ( PFE ) has topped […]

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Apple’s Post iPhone Strategy

Apple knows that they can’t be the iPhone company forever; just like it couldn’t be the iPod company forever. Above Avalon outlines Apple’s strategy for the future. 1) Increase our dependency on iPhones. The best way to move beyond the iPhone is to give the iPhone an even greater role in our lives. This process […]

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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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Apple’s Valuation Discrepancy

The two charts below are from Fortune and they highlight a valuation discrepancy in the tech world. First is the P/E Ratio of a few of the most recognized and popular names in the tech world. It gets even weirder when you look at the free cash flow generated by the same companies. Apple also […]

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Latticework of Mental Models

From A Wealth of Common Sense and the two lessons learned from the founder of Patagonia Yvon Chouinard. If you’re an avid reader and follower of Charlie Munger as we are then the second lesson will look familiar. 2. Have an open mind and utilize a wide number of disciplines to solve problems and make […]

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