We turned issue XXXIII of the AMM Dividend Letter into a youtube video. Definitely room for future improvement but it’s a start.
One of the reasons we invested in JP Morgan Chase (JPM) and Morgan Stanley (MS) is our belief that they are over capitalized. Their excess capital will eventually be returned to shareholders through buybacks and dividend increases as they continue to pass the Federal Reserve’s Comprehensive Capital and Analysis and Review (CCAR). Goldman Sachs via [...]
Malcom Gladwell is back with his second season of Revisionist History. The first episode is A Good Walk Spoiled In the middle of Los Angeles — a city with some of the most expensive real estate in the world — there are a half a dozen exclusive golf courses, massive expanses dedicated to the pleasure [...]
On Tuesday Ron Baron appeared on CNBC and made some bold Tesla (TSLA) predictions. Ron Baron’s Tesla Predictions To summarize, Ron Baron believes in 2.5 years Tesla will achieve the following. By 2020, Tesla’s share price will be $1,000 By 2020, Tesla will have $70 billion in revenue By 2020, Tesla will sell 1 million [...]
Energizer Holdings (ENR) is a well-known consumer brand. The company recently underwent a corporate restructuring, a spin-off. Energizer Holdings current dividend yield is 2% with a payout ratio at 50%. Finally, Energizer recently increased its quarterly dividend by 10%. Energizer is what we classify as a new dividend payer and given its recent history, it [...]
The U.S. retail apocalypse now in infographic form. From the Visual Capitalist.
If you want to bet on anything there is a market ready to take your bet. Like if you want to bet on whether President Trump will complete his first full term as President or not. After President Trump fired FBI Director James Comey the probability for President Trump not finishing his first term jumped [...]
This is a great twitter thread on how Amazon is disrupting consumer brands and which items are most likely to be disrupted. https://twitter.com/alexrubalcava/status/870433048847765504?refsrc=email&s=11 And as a follow-up, the presentation from the 2017 Ira Sohn Conference on why Energizer Holdings (ENR) is a short. (Ira Sohn) The Invest Like the Best Episode with Royce Yudkoff and [...]