AMM Dividend Growth Podcast

By American Money Management LLC

The companion podcast to the AMM Dividend Growth newsletter by American Money Management, LLC. The newsletter is about investing in high-quality companies that pay a dividend and can grow their divide... more

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FAQs about AMM Dividend Growth Podcast:

How many episodes does AMM Dividend Growth Podcast have?

The podcast currently has 55 episodes available.

AMM Dividend Growth Podcast episodes:

April 17, 2020 015 - Portfolio Update: Why We Trimmed Microsoft (MSFT) & Costco (COST)
Microsoft is a long-term holding of our dividend growth strategy and Costco is a recent addition. So why did we trim both positions during this recent rally after the initial coronavirus sell-off? In this brief portfolio update episode, Glenn Busch discusses why our portfolio rules triggered these two trades.
Show Notes & Transcript
www.amminvest.com/episode15
Books:
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Wisdom on Value Investing
Learn more about American Money Management, LLC.
www.amminvest.com
...more
8min
March 25, 2020 014 - Portfolio Update: Why We Sold United Technologies (UTX)
United Technologies (UTX) is a dividend aristocrat, a special situation, and the subject of our last podcast. So why did we sell it?
In this episode, Glenn discusses why we sold United Technologies in our concentrated dividend growth portfolio even though we still think there is value in the company and upcoming spin-offs.
Show notes and full transcript
www.amminvest.com/episode14
Download AMM Dividend Letter #43
Issue #43:United Technologies (UTX)
Books:
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Wisdom on Value Investing
Learn more about American Money Management, LLC.
www.amminvest.com
...more
8min
March 16, 2020 013 - United Technologies (UTX): Spin-offs to Unlock Value
United Technologies (UTX) is a dividend aristocrat and a special situation. The company will split into 3 separate companies and then the remaining aerospace company will merge with Raytheon (RTN) to form Raytheon Technologies. Glenn discusses why the upcoming spin-offs will unlock United Technologies true value and why United Technologies is a recent addition to the AMM Dividend Growth Strategy.
Show notes and full transcript
www.amminvest.com/episode13
Download AMM Dividend Letter #43
Issue #43:United Technologies (UTX)
Books:
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Wisdom on Value Investing
Learn more about American Money Management, LLC.
www.amminvest.com
...more
20min
March 03, 2020 012 - Portfolio Update: Managing Corona Virus Risk, Bob Iger Out, Intuit Buys Credit Karma
How are we managing our dividend growth portfolio and handling the risks from the Corona Virus (COVID-19)? Bob Iger suddenly steps down from Disney 14 months in on a 36 month extension as CEO. Glenn discusses potential reasons, Bob's legacy, and Disney's position in the future of media consumption. Lastly, Intuit buys Credit Karma for $7 billion and why it is so valuable to Intuit.
Show Notes & Transcript
www.amminvest.com/episode12
Subscribe
Subscribe to the AMM Dividend Letter
Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Learn more about American Money Management LLC
www.amminvest.com
...more
19min
February 16, 2020 011 - Predicting the Past
Howard Marks shows us how good we are at predicting the past and not the future. And in this episode, Glenn discusses how AMM relies on its 5 core principles to invest in an uncertain future and avoid the trap of our recency bias and relying on our predictions about the future.
Show notes & full transcript
www.amminvest.com/episode11
Links
AMM Q1 2020 Client Letter
Ed Yardeni 65 Market Panics
Subscribe
Subscribe to the AMM Dividend Letter
Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
The Most Important Thing by Howard Marks
Mastering the Market Cycle by Howard Marks
Learn more about American Money Management LLC
www.amminvest.com
...more
9min
February 07, 2020 010 - Why We're Trimming Apple, Visa, and MasterCard
To start 2020 we're trimming a few positions like Apple, Visa, and MasterCard in the AMM Dividend Growth Strategy. In this episode, Glenn explains the portfolio rules that triggered the Visa and MasterCard trades. Then Glenn discusses the stretched valuation multiples and position size rules that triggered the Apple trade.
Show notes & full transcript
www.amminvest.com/episode10
Subscribe
Subscribe to the AMM Dividend Letter
Books
The Behavioral Investor
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Learn more about American Money Management LLC
www.amminvest.com
...more
6min
December 30, 2019 009 - Why we're avoiding Hennessy Advisors (HNNA) in our Dividend Growth Strategy
Glenn discusses why we would avoid investing in Hennessy Advisors (HNNA) or out dividend growth strategy even though it has a high yield and high dividend growth. The goal is to help explain our investment philosophy and what we're looking for in a company to add to our concentrated dividend growth portfolio.
Show notes & full transcript
www.amminvest.com/episode9
Subscribe
Subscribe to the AMM Dividend Letter
Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Learn more about American Money Management LLC
www.amminvest.com
...more
11min
December 09, 2019 008 - Portfolio Update: eBay sells StubHub & Charles Schwab Gets Bigger
In this portfolio update episode, Glenn Busch discusses eBay selling StubHub and the next asset sale and catalyst for realizing eBay's hidden value. Then Glenn goes into detail about Charles Schwab buying TD Ameritrade. How Schwab and TD shareholders will benefit from this deal. What this means for future dividend growth and share buybacks. The regulatory hurdles for the deal to close.
Show notes & full transcript
www.amminvest.com/episode8
Links
AMM Dividend Letter #39: eBay
AMM Dividend Letter #40: Charles Schwab
Subscribe
Subscribe to the AMM Dividend Letter
Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Learn more about American Money Management LLC
www.amminvest.com
...more
10min
October 15, 2019 007 - Lockheed Martin (LMT): A Dividend Growth Stalwart
As promised, in this episode Glenn discusses our second time investing in the dividend growth stalwart, Lockheed Martin (LMT). Glenn discusses why we sold Lockheed previously, Lockheed's recent dividend growth, how safe its dividend is, how the F-35 is the biggest driver for future growth, the risks to our investment in Lockheed Martin, and our estimate of fair value.
Show notes and full transcript
www.amminvest.com/episode7
Download AMM Dividend Letter #42
Issue #42: Lockheed Martin (LMT)
Links Mentioned:
Reddit Thread on Quality on F-35
Comments from pilots on F-35
The Pentagon Wars (Movie)
Books:
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Learn more about American Money Management, LLC.
www.amminvest.com
...more
15min
October 07, 2019 006 - Portfolio Update: 2 New Developments for Charles Schwab (SCHW)
Charles Schwab is facing two new developments that require an update episode. In this episode, I'll discuss the new higher interest rate cash accounts at competitors like Wealthfront. Then I'll discuss Schwab's big announcement to cut commission rates to 0% and its implications for Schwab and itas long-term plans.
Show Notes:
www.amminvest.com/episode6
Charles Schwab Dividend Letter
AMM Dividend Letter 40: The Emoji Guide to Investing & Charles Schwab (SCHW)
Join our email list!
Subscribe here
Books:
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Learn more about American Money Management, LLC.
www.amminvest.com
...more
9min

FAQs about AMM Dividend Growth Podcast:

How many episodes does AMM Dividend Growth Podcast have?

The podcast currently has 55 episodes available.