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How About Some Respect for Dividends?

Dividends are like Rodney Dangerfield – they get no respect.  One reason is because stock investors are mainly interested in capital appreciation, not income, so they tend to overlook dividend yields.  Another reason is that dividend yields have historically been...

Bidding Farewell to NYX

Shareholders of NYSE Euronext (NYX) were treated to some fun news yesterday morning: the company has agreed to be acquired by Atlanta’s Intercontinental Exchange (ICE).  The offering price of $33.12 per share represents a 37.7% premium to NYX’s closing price on...

2012 Q3 Whitepaper

KEY ELEMENTS OF OUR INVESTMENT APPROACH / Global Investing: Expanding Opportunities in an Integrated World Peter Lynch made a name for himself as a “stock-picker”—someone with a knack for uncovering great companies with equally great (or greater) investment...

2012 | Q3 Newsletter

The Peloton Position / 3rd Quarter 2012 Ancient History October 9 marked the five-year anniversary of stocks reaching all-time highs. A lot has transpired since then. Lehman Brothers collapsed less than a year after the Dow first touched 14,200, and stocks skidded for...

2012 Q2 Newsletter

The Peloton Position / 2nd Quarter 2012 Summer Heat Summer officially began June 21, but for much of the country, it has been summer-like since the end of February. In Indianapolis, when temperatures stretched into the mid-80’s in early March, one of my children...

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