Brian Nelson

Excited By COVID-19 Vaccine Candidates

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Image Shown: The race is on to find a cure, or better yet a vaccine, for COVID-19. Image Source: Pfizer Inc – First Quarter 2020 Earnings IR Presentation Key Takeaways The race for a COVID-19 cure and vaccine is rapidly evolving with a lot of exciting press releases being put forth. Gilead has taken the lead with a viable treatment, Sorrento is working toward a cure, and it seems most all of big pharma and biotech is racing to find a vaccine, from Johnson & Johnson to Sanofi/GSK and beyond. Though the evaluation of the full data set from a Phase 2 clinical trial means a lot more than the evaluation of a limited set of data from a Phase … Read more

Dividend Increases/Decreases for the Week October 30

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Below we provide a list of firms that raised their dividends during the week ending October 30. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week AbbVie (ABBV): now $1.30 per share quarterly dividend, was $1.18. Agnico Eagle (AEM): now $0.35 per share quarterly dividend, was $0.20. Amkor Technology (AMKR): now $0.04 per share quarterly dividend. Arbor Realty Trust (ABR): now $0.32 per share quarterly dividend, was $0.31. Artisan Partners Asset Management (APAM): now $0.83 per share quarterly dividend, was $0.67. B. Riley Financial (RILY): now $0.375 per share quarterly dividend, was … Read more

Dividend Increases/Decreases for the Week Ending November 8

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Below we provide a list of firms that raised their dividends during the week ending November 8. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week Aaron’s (AAN): now $0.04 per share quarterly dividend, was $0.035. Acadia Realty Trust (AKR): now $0.29 per share quarterly dividend, was $0.28. Aircastle (AYR): now $0.32 per share quarterly dividend, was $0.30. Air Lease (AL): now $0.15 per share quarterly dividend, was $0.13. Algoma Central (AGMJF): now CAD 0.11 per share quarterly dividend, was CAD 0.10. Assurant (AIZ): now $0.63 per share quarterly dividend, was $0.60. … Read more

Dividend Increases/Decreases for the Week November 6

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Below we provide a list of firms that raised their dividends during the week ending November 6. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week Aaron’s (AAN): now $0.045 per share quarterly dividend, was $0.040. Amcor (AMCR): now $0.1175 per share quarterly dividend, was $0.1150. AmerisourceBergen (ABC): now $0.44 per share quarterly dividend, was $0.42. Apartment Investment (AIV): now $8.20 per share special dividend, was $0.41. Banco Santander (Brasil) S.A. (BSBR): now $0.04 per share dividend, was $0.034. Barrick Gold (GOLD): now $0.09 per share quarterly dividend, was $0.08. BG Staffing … Read more

US Oil Majors

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The supply and demand imbalance of crude oil has been one of the most talked about market factors in 2015 as prices continue their downward trajectory. Unfortunately, the predictability of crude oil prices continues to fall as well. One of the the most important factors in the global supply of crude oil looking to 2016 is the developing situation in Iran. The country had indicated that it would increase its production of oil immediately following the lifting of economic sanctions from the US and EU by 500,000 barrels a day, and then potentially double that increase in the following months. While this still may be the most likely scenario, there could still be challenges to do the deal’s implementation. Some … Read more

Big Energy Earnings Roundup

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Image Source: Exxon Mobil Corporation – Third Quarter 2019 Earnings Presentation By Callum Turcan In alphabetical order by ticker: COP, CVX, RDS, TOT, XOM ConocoPhillips On October 29, upstream super-independent ConocoPhillips (COP) reported third quarter earnings for 2019. Its adjusted underlying oil and gas output rose by 7% year-over-year to over 1.3 million BOE/d in the quarter. Conoco sold off most of its UK operations (through a deal announced in April 2019), which were primarily represented by mature offshore oil and gas fields and a stake in the Clair oilfield, raising approximately $2.2 billion in net cash proceeds when the deal was completed in the third quarter. That transaction will see Conoco’s upstream output move lower sequentially in the fourth … Read more

American Express Carries Meaningful Credit Risk

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Image Source: American Express Company – First Quarter of 2020 Earnings IR Presentation By Callum Turcan At Valuentum, we are very bullish on the growth trajectory of high-quality payment processing, payment solutions, and financial technology firms. That’s why we include PayPal Holdings Inc (PYPL) and Visa Inc (V) as top-weighted holdings in our Best Ideas Newsletter portfolio. However, please note that what makes those firms appealing is the limited or lack of exposure to credit risk. Visa carries no credit risk and generates revenues through fees collected on transactions conducted with Visa-branded cards, and while PayPal possesses some credit risk, that risk is rather small relative to its overall business. Both firms enable investors to capitalize on the shift to … Read more

Dividend Increases/Decreases for the Week November 13

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Below we provide a list of firms that raised their dividends during the week ending November 13. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week Absolute Software (ABST): now CAD 0.08 per share quarterly dividend. Air Lease (AL): now $0.16 per share quarterly dividend, was $0.15. Assurant (AIZ): now $0.66 per share quarterly dividend, was $0.63. Atmos Energy (ATO): now $0.625 per share quarterly dividend, was $0.575. Automatic Data Processing (ADP): now $0.93 per share quarterly dividend, was $0.91. Bancroft Fund (BCV): now $2.25 per share year-end dividend, was $0.29. Barings … Read more

Dividend Increases/Decreases for the Week Ending May 15

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Below we provide a list of firms that raised their dividends during the week ending May 15. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week AAON (AAON): now $0.19 per share semi-annual dividend, was $0.16. Cardinal Health (CAH): now $0.4859 per share quarterly dividend, was $0.4811. Farmers & Merchants Bancorp (FMCB): now $7.25 per share semi-annual dividend, was $7.15. GDL Fund (GDL): now $0.12 per share quarterly dividend, was $0.10. Israel Chemicals (ICL): now $0.023 per share quarterly dividend, was $0.018. iStar (STAR): now $0.11 per share quarterly dividend, was $0.10. … Read more