McDonald’s is a 57c Dollar Bill

In Glenview Capital Management's 4th quarter letter they break down their investment thesis in McDonald's (MCD) and the steps they think the company can take to reach a value of $169 per share. 1) Operational turnaround. While the broader category continued to generate positive same store sales in 2013 and 2014, McDonald's same store sales [...]

How Big Would Standard Oil Be Today?

Sometimes we forget just how big Standard Oil was. The three major U.S. oil companies: ExxonMobil (XOM), Chevron (CVX), ConocoPhilips (COP), all used to be a part of Standard Oil.

Qualcomm's management has stated that they intend to grow their dividend faster than earnings for the next year or so. Keeping to that promise, Qualcomm raised its dividend by 14% on Monday and announced a new $10 billion stock buyback. $10 billion is 8.6% of Qualcomm's current market cap. From American Money Management's own Mike [...]

Looks like someone has been reading the AMM Dividend Letter. From Barrons. Q: What is your best stock pick? A: After not holding General Electric for many years, we’ve come back to the stock in the past six months. It makes sense right now to own some large-cap, high-yielding names with durable businesses. Though Wall [...]

Gaming and Leisure Properties (GLPI) was the subject of our 10th Dividend Letter. One of the catalysts we highlighted was the further purchasing of other casino real estate at value creating prices. One of the items we discussed in the "Pre-Mortem" was Pinnacle Entertainment (PNK) spinning off their casino real estate as a REIT which [...]