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Where To Find Great Dividend Stocks

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In my dividend database, I track around 200 stocks in 11 different sectors. Generally, the characteristics of certain sectors tend to match those that dividend growth investors are looking for, thus their constituents are often make better dividend investments. In the case of the stocks I track, nearly half of them are in these three sectors...

Spinoff Odds & Ends: Thyssenkrupp Changes Plans & Zayo-nara to Zayo Spinoff

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  • We discussed one scrapped spinoff earlier this week – Brunswick’s Life Fitness – but, alas, it wasn’t an isolated incident.
  • In this edition of Odds & Ends we catch you up on the latest in abandoned spin plans: 1.
  • Thyssenkrupp’s Elevator Spinoff thyssenkrupp (TKAMY) shocked the markets with a stunning strategic about face ‘reset’ last week.

How Do You Generate A Performance Record Better Than Mohnish Pabrai

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  • During his recent interview with Tobias, Justin Carbonneau, a Partner at Validea Capital discusses the performance of some of the greatest investors of all time, and how one investor in particular managed to out-perform Mohnish Pabrai.
  • To look at, but it’s the chart of it has returns on the y-axis and the number of years on the x-axis, and it shows all these great superstar investors, and where they would be.
  • You can find out more about Tobias’ podcast here – The Acquirers Podcast .

Charlie Munger: I’m Ashamed On Missing Out On Google and, Beware of IPO Unicorns

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  • ANDY SERWER: Someone was telling me the other day that they thought that you could actually sort of think of Apple and Amazon not as technology companies so much, but as big-branded growth businesses, which would be something that would be appealing to you.
  • CHARLIE MUNGER: Well, there are a whole lot of things I don’t think about.
  • ANDY SERWER: Have you looked– so, you’re not interested in Uber or companies like that necessarily?

Investing in Japan Book Review (How to Earn a 25% Compound Return)

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  • He's been completely obsessed with Graham's net net strategy since 2010, and has spent much of his time since learning how to employ the strategy to earn the highest returns possible.
  • Markets are no different.
  • Indeed, Japan is a significant opportunity for deep value investors, since the Japanese markets are relatively much cheaper.

What can Long-term Value Investors Learn from Traders?

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  • While I believe that the success rate in trading is less than that in long-term value investing (and this belief is debatable), I also feel that good traders are far more detached than value investors.
  • For a trader, the mindset of capital preservation first, makes him far far more detached than a typical value investor who tends to fall in love with his ideas and cling to those ideas even when evidence warrants a change of mind.
  • This means that if you are a budding value investor, you should have in your network, a few successful traders.

5G Primer and Expectations (for early stages of US 5G networks)

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  • AT&T and Verizon have significant high-band spectrum holdings and both have installed mmWave service in several markets.
  • While it appears mmWave is Verizon's sole focus, SPRINT: Sprint has the best prospects for early 5G service.
  • For the iPhone - Not having 5G in 2020 is a risk because carriers will only promote devices that can run on their new network service, and won't recommend the devices that can't.

Geoff Gannon Interviewed by Ryan Reeves of the Investing City Podcast (47 Minutes)

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  • May 14, 2019

The Time When Your Strategy Is Really About To Start Working Is Right At The Time You’re Going To Fold Your Hand

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  • During his recent interview with Tobias, Justin Carbonneau, a Partner at Validea Capital discusses how often the time when your investment strategy is really about to start working is right at the time you’re going to fold your hand.
  • Tobias Carlisle: It takes a long time to get into the seat.
  • The people that were investing with us benefited from that.

On the Behavior of Auditors and Credit Rating Companies

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    7 Stocks Increasing Dividends Like A Champion

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    There are winners and there are champions in every walk of life. The difference is subtle, but very real. A champion is driven for success and will not let anything stand in its way. Some dividend stocks can be classified as champions. A bad economy, tight credit markets and a dark cloud of uncertainty are enough send some dividend companies running for the exit. However, these are the times that champions stand firm.

    This week several companies answered the call and rewarded their shareholders with higher cash dividends...

    What James Holzhauer Teaches Us About Optimal Capital Allocation

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    AKA, how to maximize your profits and grow your wealth.

    Brunswick Sells Life Fitness To KPS Capital Scrapping Planned Spinoff

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    Book Review & Summary: The Behavioral Investor by Daniel Crosby

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    • The Behavioral Investor
    • It is a heap of thoughts about risk, active vs. passive investing, bubbles, value and momentum factors, building a rules-based process, etc.
    • Therefore, you need to use a rules-based system that you evaluate not on the outcomes but on the quality of the process:

    (Ep.10) The Acquirers Podcast: Justin Carbonneau – Guru Stocks, How To Replicate The Strategies Of Value Gurus

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    • Justin Carbonneau: The next criteria is, we look at ten years of earnings.
    • Justin Carbonneau: One of the things with managed accounts or with an ETF, the turnover, you don’t want to be turning 50% of the portfolio every month, which some of these models, if you just let them run, you need a way to manage that turnover.
    • Justin Carbonneau: Those kinds of factors are you’re not really excluding the companies that would be in the portfolio.

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