It’s Not Easy

It's a topic we discussed in the last dividend letter, finding high-quality companies is the relatively easy part about investing. It's mostly math. Holding onto high-quality companies for the 1,000%+ returns is the extremely hard part. You have to constantly overcome your emotions and biases to stop yourself from selling too early after an initial [...]

The biggest new defense project contract, the next generation long-range bomber, was awarded to Northrup Grumman (NOC). NOC beat out the combined bid by Boeing (BA) and Lockheed Martin (LMT). Upon losing the bid, Boeing and Lockheed Martin have formally challenged Northrup's winning bid. Why are they fighting the bid? Because according to The Economist, [...]

I've been watching Amerco (UHAL) for a few years now. It is a high-quality company with a dominant market position in the do-it-yourself moving and self-storage business. One could even argue it holds an unassailable position. You might recognize Amerco for its primary business, U-Haul. For the last few years, Amerco has resumed buying back [...]

Fresh Del Monte Produce (FDP) pays a dividend, but it hasn't consistently grown its dividend. Future dividend growth is going to be a lot harder too if the Cavendish Banana is wiped out like the Gros Michel was. In the 1950s the Gros Michel, the best selling Banana and the basis for all Banana flavorings, [...]

Kinder Morgan Dividend Cut?

As reported in Barrons, Kinder morgan released a statement last Friday that opens the door for a dividend cut next year. On Friday the company issued a statement that suggested a dividend cut is a possibility for next year. Kinder Morgan said it expects to generate over $5 billion of distributable cash flow (a cash-flow [...]

"Brevity is the soul of wit" - Hamlet Act 2, scene 2, 86–92 Twitter forces you to succinctly summarize your investment thesis. So here is the Bull v Bear breakdown on Disney (DIS), Twitter edition. https://twitter.com/dasan/status/673649126580477952 https://twitter.com/dasan/status/673649320466366464 https://twitter.com/dasan/status/673649496820047872 https://twitter.com/dasan/status/673649658606948352 If you want something longer than 140 characters, read the latest Dividend Letter.

This is from the AMM Dividend Letter released November 19, 2015. If you want to see the latest "Dividend Stock in Focus" as soon as it's released then join our mailing list here. Pop quiz! Would you want to own this stock and its 80% decline? How about this one? Would you like to own [...]

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