
The AMM Dividend Growth Podcast
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A podcast focused on dividend growth investing and the AMM Dividend Growth Portfolio. Glenn Busch, the lead portfolio manager, discusses a current dividend paying stock in the AMM Dividend Growth Strategy. What are the catalysts and drivers for further dividend growth and price appreciation? What are some of the risks to our investment? What is our estimate of fair value is for the stock?
The AMM Dividend Growth Podcast
9M ago
We eat 350 slices of pizza per second in the U.S. A pizza delivery company that feeds our insatiable demand for pizza could be a great investment. We think so and that's why we own Domino's Pizza (DPZ) in our dividend growth strategy. In this episode, I break down the 4 main catalysts or the 4 main reasons we own Domino's Pizza. The major risks to our investment. And our estimate of fair value using a discounted cash flow model and a price implied expectations analysis.
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Download Our DPZ Write-up
AMM Dividend Letter #51: Decision Finality & Domino's Pizza ..read more
The AMM Dividend Growth Podcast
1y ago
You're afraid of flying and right before you have to get on a plane I ask you how likely is it that your plane will crash? What about stock market crashes? How likely is the market to crash over the next 6 months? If you're like most people you drastically overestimate the odds of a plane crash and a stock market crash. So, why do we do this? And what can we do about it?
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
AMM Dividend Letter Vol. 4
Wisdom on Value Investing
Fact Sheet
AMM Dividend Growth Strategy Q3 2021
Learn more about American Money Ma ..read more
The AMM Dividend Growth Podcast
1y ago
Where would you rather live
A) in a town with a median income of $25,000 and you make $50,000?
B) in a town with a median income of $200,000 and you make $100,000?
Everything else is the same. Your job, job title, cost of living, etc.
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
AMM Dividend Letter Vol. 4
Wisdom on Value Investing
Fact Sheet
AMM Dividend Growth Strategy Q3 2021
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
(858) 755-0909
gbusch@amminvest.com
Schedule a call with Glenn ..read more
The AMM Dividend Growth Podcast
1y ago
Why we're trimming Intuit in some accounts. What we're planning on doing right now regarding Johnson & Johnson's spin-off plans. And what we think about American Tower's acquisition of CoreSire Realty.
Original Write-Ups
AMM Dividend Letter #23 - JNJ
AMM Dividend Letter #41 - INTU
AMM Dividend Letter #46 - AMT
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
AMM Dividend Letter Vol. 4
Wisdom on Value Investing
Fact Sheet
AMM Dividend Growth Strategy Q3 2021
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
(858 ..read more
The AMM Dividend Growth Podcast
1y ago
Does Visa's common stock pass the security test, the asset test, and the income test to count as 1042 Qualified Replacement Property (QRP)? And can it be included in an ESOP Rollover as part of a dividend growth portfolio?
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Books Mentioned
Leveraged ESOPS and Employee Buyouts 7th Edition
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
AMM Dividend Letter Vol. 4
Wisdom on Value Investing
Fact Sheet
AMM Dividend Growth Strategy Q3 2021
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch ..read more
The AMM Dividend Growth Podcast
1y ago
A tough year for Visa's stock just got a little tougher. Amazon will stop accepting Visa branded credit cards in the UK. What does this mean for our position in Visa? Is its once unassailable business model now under attack? What type of future is the current stock price pricing in? Is the potential return worth the risk now?
Subscribe to the AMM Email List
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
AMM Dividend Letter Vol. 4
Wisdom on Value Investing
Fact Sheet
AMM Dividend Growth Strategy Q3 2021
Learn more about American Money Management, LLC ..read more
The AMM Dividend Growth Podcast
1y ago
The start of a new series. Does this company pass the asset and income test to count as 1042 Qualified Replacement Property (QRP)? And can it be included in an ESOP Rollover as part of a dividend growth portfolio? The first company is Apple.
Subscribe to the AMM Email List
Books Mentioned
Leveraged ESOPS and Employee Buyouts 7th Edition
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
AMM Dividend Letter Vol. 4
Wisdom on Value Investing
Fact Sheet
AMM Dividend Growth Strategy Q3 2021
Learn more about American Money Management, LLC.
www.amminvest ..read more
The AMM Dividend Growth Podcast
1y ago
The average holding period for stocks continues to shrink hitting an all-time low in the summer of 2020. The cause was every major online brokerage going to zero commission fees and large amounts of people working from home with more time to trade stocks. We want to build rising income streams and grow the yield on our initial cost. In this episode, Glenn discusses why we want to do this and how we plan to.
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AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
AMM Dividend Letter Vol. 4
Wisdom on Value Investing
Fact Sheet
AM ..read more
The AMM Dividend Growth Podcast
1y ago
When we panic we no longer think about the long-term. We make short-term emotional decisions that make us feel good immediately but can harm our long-term goals. Especially with investing. So how can we be like John Glenn who's heart rate barely broke 100 bpm before being launched into space on top of a converted ICBM missile? How can we create an environment that favors long-term thinking and reduces the chance we make a short-term emotion-based decision?
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Books Mentioned
The Right Stuff by Tom Wolfe
The Obstacle is the Way by Ryan Holiday
AMM Books
AMM Dividend ..read more
The AMM Dividend Growth Podcast
1y ago
Adelphia, Worldcom, Enron all went bankrupt after entering stadium naming rights deals. Intuit just announced a stadium naming rights deal with the LA Clippers for their new arena. It will be called the Intuit Dome. Based on the Stadium Indicator we should now sell Intuit?
In this episode, Glenn looks at the behavioral bias that feeds this heuristic trading rule and what are the actual returns to publicly traded companies that do stadium naming right deals.
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Links
Concinnus Financial Research Report: Do Stadium Naming Rights Align With Shareholder Best Interests ..read more