Another perspective on the dividend growth potential of AMM Dividend Letter Vol. 17 subject Norfolk Southern (NSC). A 17% growth in distributions translates into the dividend payment doubling almost every four and a quarter years on average. If we check the dividend history, going as far back as 2002, we could see that Norfolk Southern [...]

What I Wish I Wrote ~ June 5, 2015

I keep coming back to this post on the state of TV as we evaluate investing in content creators, potential industry consolidation, the risks of cord cutting and changing to subscription models. The Changing - And Unchanging - Structure of TV (Stratechery) John Malone is thinking about consolidation amongst the content creators too. (WSJ) Qualcomm: [...]

On Monday, June 1 we sold Lorillard (LO)* in all accounts. We discussed our investment in Lorillard in the 6th edition of our dividend letter and one of the catalysts we highlighted was the potential merger with Reynolds American (RAI). The potential deal became an official announcement in July 2014 and has been under review [...]

From Fortune. If Rosenstein does pick a fight with McDonald’s, he’ll have more than one not-so-silent partner. Also eyeing McDonald’s is Keith Meister, who runs Corvex Management. Corvex bought 205,000 shares of McDonald’s in the first quarter. Meister is a former right-hand man to Carl Icahn. But the activist who looks most likely to aggressively [...]

It would never happen but where would Apple rank in the top 25 businesses based on market capitalization if it spun-off its cash holdings as a stand alone business? The folks at Bespoke Investment Group took a look and came up with the chart below. Even if you stripped out all of its cash, AAPL [...]

It's a few years old but Reinvesting Dividends vs. Not Reinvesting Dividends: A 50-Year Case Study of Coca-Cola Stock is still a great piece on the power of reinvesting dividends. Dividend Reinvestment vs. Spending Your Dividends The short version, for the casual readers of the site: Imagine you had two identical investors, James and Thomas, [...]

1 2 17 18 19 20 21 23 24