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Tag Archives for " Dividend Growth "

Why We Sold Procter & Gamble (PG)

We liquidated our position in Proctor and Gamble (PG) earlier this week. While the position had generated positive total returns, dividend growth has stalled in recent years and the company is facing secular headwinds related to their core business. Below we provide additional detail on our rationale for selling Proctor & Gamble. Search Costs – […]

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Morgan Stanley & JP Morgan Expected To Boost Capital Return

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 […]

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Pay Attention to Your Yield on Cost

From Barron’s. But what matters to long-term investors is the yield based on what you paid for the stock, says Melcher. If the stock appreciates, the current yield may fall – even as the company increases the dividend. But what you’ll actually get paid from your investment will increase handsomely. That’s why Melcher suggests keeping […]

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Is Amerco Becoming a Consistent Dividend Payer?

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 […]

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