008 - Portfolio Update: eBay sells StubHub & Charles Schwab Gets Bigger
12/09/19 • 9 min
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
Links
AMM Dividend Letter #40: Charles Schwab
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Subscribe to the AMM Dividend Letter
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Learn more about American Money Management LLC
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
Links
AMM Dividend Letter #40: Charles Schwab
Subscribe
Subscribe to the AMM Dividend Letter
Books
Learn more about American Money Management LLC
Previous Episode
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
Download AMM Dividend Letter #42
Issue #42: Lockheed Martin (LMT)
Links Mentioned:
Reddit Thread on Quality on F-35
Books:
Learn more about American Money Management, LLC.
Next Episode
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
Subscribe
Subscribe to the AMM Dividend Letter
Books
Learn more about American Money Management LLC
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