027 - Portfolio Update: eBay, Charles Schwab, 2 New Starter Positions, & Disney's Dividend
12/08/20 • 16 min
Glenn breaks down why we sold the rest of our eBay (EBAY) position. The 2 main reasons why we sold our position in Charles Schwab (SCHW). Glenn then reviews our new positioning size rules or new positions and why we're doing this. Then he briefly introduces are two new positions in Domino's Pizza (DPZ) and Texas Pacific Land Trust (TPL). Finally, how we're handling Disney and its decision to forgo its yearend dividend.
Links
Horizon Kinetics Q3 2020 Letter
The Art of Execution by Lee Freeman-Shor
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Join our email newsletter list
AMM Books
Fact Sheet
The AMM Dividend Growth Strategy Q3 2020 Fact Sheet
Learn more about American Money Management, LLC.
Contact Glenn Busch
Glenn breaks down why we sold the rest of our eBay (EBAY) position. The 2 main reasons why we sold our position in Charles Schwab (SCHW). Glenn then reviews our new positioning size rules or new positions and why we're doing this. Then he briefly introduces are two new positions in Domino's Pizza (DPZ) and Texas Pacific Land Trust (TPL). Finally, how we're handling Disney and its decision to forgo its yearend dividend.
Links
Horizon Kinetics Q3 2020 Letter
The Art of Execution by Lee Freeman-Shor
Subscribe
Join our email newsletter list
AMM Books
Fact Sheet
The AMM Dividend Growth Strategy Q3 2020 Fact Sheet
Learn more about American Money Management, LLC.
Contact Glenn Busch
Previous Episode
026 - Pool Corp: A high Quality Dividend Grower Priced Too High
Pool Corp keeps popping up on our high-quality dividend growth screens so why don't we own it? Glenn breaks down how Pool Corp's builds a business moat with its distributor model, the catalysts and risks to Pool Corp's future growth, and why we think Pool Corp is too expensive right now.
Links
Subscribe
Join our email newsletter list
AMM Books
Fact Sheet
The AMM Dividend Growth Strategy Q3 2020 Fact Sheet
Learn more about American Money Management, LLC.
Contact Glenn Busch
Next Episode
028 - American Tower: 5G Dividend Growth
Lead portfolio manager Glenn Busch breaks down our position in American Tower (AMT)
- The catalysts for future price appreciation and dividend growth
- American Tower's big option play
- The biggest risk to our investment
- Finally our estimate of fair value
Download Letter #46
AMM Dividend Letter 46 - American Tower: 5G Dividend Growth
AMM Books
Fact Sheet
The AMM Dividend Growth Strategy Q3 2020 Fact Sheet
Learn more about American Money Management, LLC.
Contact Glenn Busch
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