Dividend Increases/Decreases for the Week of February 2

Below we provide a list of firms that raised their dividends during the week ending February 2. 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                          AFLAC (AFL): now $0.50 per share quarterly dividend, was $0.42. Artisan Partners Asset Management (APAM): now $0.68 per share variable quarterly dividend and $0.34 per share special dividend, was $0.65. Atkore International (ATKR): now $0.32 per share quarterly dividend. AvalonBay Communities (AVB): now $1.70 per share quarterly dividend, was $1.65. Baker Hughes (BKR): now $0.21 per share quarterly dividend, was $0.20. Bank of Botetourt … Read more

The Impact of the US Housing Recovery Cannot Be Underestimated

Valuentum reveals the far-reaching implications of a strengthening US housing market.

US Oil Majors

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

Dividend Increases/Decreases for the Week Ending March 10

Below we provide a list of firms that raised/lowered their dividends during the week ending March 10. 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 American Tower (AMT): now $0.62 per share quarterly dividend, was $0.58. American Vanguard (AVD): now $0.015 per share quarterly dividend, was $0.01. AMERISAFE (AMSF): now $0.20 per share quarterly dividend, was $0.18. Avnet (AVT): now $0.18 per share quarterly dividend, was $0.17. Cabot Microelectronics (CCMP): now $0.20 per share quarterly dividend, was $0.18. Carter’s (CRI): now $0.37 per share quarterly dividend, was $0.33. CenterState Banks (CSFL): … Read more

Dividend Increases/Decreases for the Week Ending December 15

Below we provide a list of firms that raised/lowered their dividends during the week ending December 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 Abbot Laboratories (ABT): now $0.28 per share quarterly dividend, was $0.265. AES (AES): now $0.13 per share quarterly dividend, was $0.12. Air Lease (AL): now $0.10 per share quarterly dividend, was $0.075. Altius Minerals (ATUSF): now CAD 0.04 per share quarterly dividend, was CAD 0.03. Amgen (AMGN): now $1.32 per share quarterly dividend, was $1.15. AT&T (T): now $0.50 per share quarterly dividend, was $0.49. Balchem … Read more

Big Energy Earnings Roundup

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

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

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

Boeing’s Big Dividend Hike; Potential Deal with Embraer


Image Source: Boeing.

We love Boeing. The company has been one of our favorites for years, but its performance during 2017 has simply been amazing. The dividend growth giant upped its payout in a big way recently, too, even as it is reportedly pursuing merger discussions with Embraer.

Dividend Increases/Decreases for the Week Ending May 15

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