Minutes of the SIG meeting closing out the first quarter of 2026.
A handout distributed at the meeting was a ranked listing of the Aristocrats, those stocks of the S&P 500 paying a larger dividend each year for a minimum of twenty-five years. How are they ranked? By the combined score across their Value (P/B), Quality (Profitability, i.e. Revenues less Cost of Goods Sold scaled by Total Assets), and Momentum. Of interest to many, one of the top ranked Aristocrats for 2026 is Walmart (WMT). Want the others? Join us at the Breakfast Club SIG.
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