AMM Dividend Letter Issue 22: Controlling our Fears and Investing for the Long Haul with Union Pacific

This is from the AMM Dividend Letter released September 3, 2015. If you want to see the latest “Dividend Stock in Focus” as soon as it’s released then join our mailing list here. Deep in your brain lies a small almond-shaped structure called the Amygdala. Among other functions, it is part of the brain’s reflexive […]

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Putnam Equity Income Fund Manager’s Take on Philip Morris & JP Morgan Chase

Another managers view on portfolio holding Philip Morris (PM). From Barron’s. Q: You own Philip Morris International ( PM ) and you’ve added to that position recently. What do you like about the company? It has lagged in the past few years. A: It has been out of favor, largely because of foreign exchange. Philip […]

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What I Wish I Wrote ~ June 19, 2015

Howard Mark’s latets memo “Risk Revisited Again” (Market Folly) Lesson from market extremes. Another look at glamour stocks versus value stocks (The Investor’s Field Guide) More on the potential consolidation and vertical integration of content creators. Why Did John Malone Invest in Lions Gate? (Punch Card Investing) Make more money by doing (and listening) less […]

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Microsoft to Raise its Dividend in September?

Evercore met with Microsoft’s (MSFT) investor relations and highighted their key takeaways from the meeting in Barron’s. Number 4 is something we’re always interested in. 4) Even though the investor-relations team could not directly speak to any future changes to the current capital-return policy, we would not be surprised if Microsoft raises its dividend in […]

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