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Altrius Capital Blog

05 Sep 2018

Nike, Kaepernick and the Flag

Posted by James Russo

We don’t currently own Nike; however, this is not due to some patriotic position for or against the company’s recent ad campaign featuring Colin Kaepernick. Instead, it is based upon an unprejudiced review of Nike’s valuation, financials and its paltry 1% dividend payout.

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Topics: Dividends, Politics, Investing

14 Aug 2018

Starbucks: A Case Study for Our Disciplined Process

Posted by Brady T. Gingrich

On more than one occasion in recent years clients have written us about investing in Starbucks, the trendy coffee chain with locations in seemingly every city and town across the United States. Though Starbucks is the coffee shop of choice for some of us at Altrius, we believe that mistaking a company for the products it sells can trap investors into overpaying for its shares (for more on this, head over to our McDonald's vs. Shake Shack blog post) and have thought it expensive until recently. Previously trading at over 30 times trailing earnings with a dividend yield of around 1.5% - less than half that of our Disciplined Alpha Dividend strategy - Starbucks has remained outside of our value discipline in past years. However, the company caught our attention after a recent selloff and we added it to our portfolios in early August.

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Topics: Long Term Investment, Investing

20 Feb 2018

Mano A Mano: Altrius vs. “Legendary Manager” Ken Fisher of Fisher Investments

Posted by James Russo

It is unfortunately difficult in the very noisy financial services sector to tell the difference from a broker working for a large bank, a financial services representative at your local bank, an insurance agent pitching financial advice via annuities or life insurance, online brokerage firms offering advice on a green chair, robo-advisors with model ETF platforms and accounting firms selling mutual funds. Some firms however are fee-only Registered Investment Advisors which provide wealth management services as a fiduciary for a fee without commissions thereby limiting many conflicts of interest.

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Topics: Investing, Long Term Investment

05 Feb 2018

"Now Is Always the Hardest Time to Invest"

Posted by James Russo

Today's 2%+ market sell-off has certainly unnerved some investors.  Like any market move in the short-term, it's important to take a deep breath and think about your long term goals as we assess our outlook and strategy.  So, has anything changed?

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Topics: Investing, Dividends, Long Term Investment

19 Dec 2016

Approaching Dow 20,000...Take a Breath, It's Just a Number

Posted by James Russo
 
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Topics: Dividends, Investing