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5 Blue Chip Dividend Stocks For When the Chips Are Down

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This year the market has been quite volatile. With significant run ups followed by steep declines. This has provided income investors first hand experience in managing both their emotions and their income portfolio in an unsettled market.

For some new investors, this may be their first opportunity to experience a volatile market. To make the most of these times, here are some concepts to help you succeed and thrive when a market correction rears its ugly head...

Warren Buffett: How Investors Lose Millions – If It [The Stock Price] Ever Gets Back There, I’ll Buy It!

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  • Here’s a great excerpt from a CNBC interview with features Warren Buffett, Bill Gates, and Charlie Munger.
  • During the interview Buffett illustrates how investors miss out on great opportunities because they stay anchored on a stock’s previously lower price, instead of focusing on the current price, which may still represent good value, saying:
  • “It is a little hard when you look at something at x, and it sells at 10x to buy it.

Investors Can Develop An “All Weather” Risk Parity Portfolio That Will Outperform

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Playing the Odds

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  • This entry was posted in Risk Management , Uncategorized and tagged Odds , Poker .
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Joel Greenblatt: Selling: Know When To Hold ‘Em, Know When To Fold ‘Em

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  • Purchasing these businesses at a price of nine times earnings before the spinoff took place, looked like a hidden opportunity to buy a good company at a bargain price.
  • Certainly, an extraordinary corporate change was responsible for part of my eventual profit, the spinoff creating an opportunity to make a bargain purchase.
  • By looking for bargain investment situations among those companies undergoing extraordinary corporate changes, I have a decent chance of stumbling into some good long-term investments.

Why Do Investors, That Are Given Proven Strategies That Work, Still Underperform

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  • In his recent interview with Tobias, Adam Butler, CIO of ReSolve Asset Management discusses why investors that are given proven strategies that work, still underperform.
  • Adam Butler: Yeah, there you go.
  • Adam Butler: And then a few years later, he examined the performance of the accounts that had just allowed the service to run the trades versus the accounts of the investors who had been given the trades and had to execute on their own.

7 Stocks Making Their Investors Smile With Higher Dividends

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At the end of each month I do an evaluation to determine which dividend stocks I will purchase in the following month. There is always a warm feeling of joy that comes over me when I buy one of my "favorite" dividend growth stocks. These are stocks that have earned a special place in my heart and they all have one thing in common - they consistently grow their dividends each year.

Below are several companies that made their investors smile this week with the promise of higher cash dividends...

My Favorite Free Investing Resources

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  • What’s annoying: As you know already, great information is often not entirely free.
  • You will find many great articles on various investing topics along with basic information (for free users) on many companies.
  • Then again, why would Morningstar offers all its great work for free?

(Ep.20) The Acquirers Podcast: Adam Butler – Adaptive Assets, The Philosophy Of Robust Quant

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  • Adam Butler: No.
  • Adam Butler: Exactly.
  • Tobias Carlisle: So then how do you then work out how much you allocate to each of these different trend models?

Being Prepared

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  • In fact, the enormity and the difficulty of the journey could be gauged from the fact that the astronauts knew that there was only 50% chance they would return safely to Earth.
  • Several things could have failed and resulted in the deaths of the three astronauts.
  • How well prepared are you?

Special situation Quickie: Acacia/Cisco & Grandvision/ EssilorLuxottica

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  • The stock traded at the time of writing at 64,75 USD, indicating a 5,25 USD or a 8,1% premium.
  • So for me this is a “pass” despite the potentially interesting annualized yield of ~16%.
  • I had briefly looked at Grandvision some time ago and put it on my “to do list”, With a 77% stake, Dutch based HAL trust ist the dominating shareholder and needs to make up its mind if they want to sell.

Some links

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  • My friends from Langfrist have issued their half year reports: – TGV Partners 6M 2019 – TGV Truffle 6M 2019 – TGV Rubicon 6M 2019 Interesting analysis why Value Investing seems to underperform in times of technological revolutions A great deep dive into the current state of streaming video Good summer reading list from A16Z SaaS mania: Recent IPO Zoom now trades at ~62 times revenue Machines these days can play online poker really well Ray Dalio on Paradigm shifts

Old School Value Nugget Fest (July 18th Edition)

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  • Ray Dalio – Paradigm Shifts (LinkedIn) Super long but well worth the read.
  • “I believe that we are likely approaching such a shift and recently explained the dynamic as I see it in the following report.
  • Is value investing dead?

Video of the Week: Canadians Stocks We Never Talk About

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  • 01:44 MH : When I started investing it was in 2003.
  • I decided to buy Intertape Polymer about a year ago in my portfolio because I think that the company is posed for strong growth and with a USD dividend payment at 4% yield, it is quite interesting to have you in your portfolio.
  • This is not like a small company, it’s probably one of the best text stock in the community market.

TAM Stock Screener – Stocks Appearing in Pzena, Greenblatt, Dalio Portfolios

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  • Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios.
  • Jim Simons – 137,100 total shares
  • Joel Greenblatt – 126,398 total shares

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