Member Articles

Teva’s Near-17% Free Cash Flow Yield; Is The Bottom Finally In?

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What a roller coaster ride in Teva’s shares. After converging to intrinsic value, Teva’s shares have fallen from grace. Unfortunately, our excitement over this big winner has turned to agony. But is the bottom finally in? What has happened in the past is now behind us, and we have to continue to look forward with respect to our analysis of shares. By Alexander J. Poulos and Brian Nelson, CFA Best Ideas Newsletter portfolio holding Teva Pharmaceuticals (TEVA) continues to suffer along with the entire healthcare complex as we usher in the New Year. Once a big winner in the Best Ideas Newsletter portfolio even just a few months ago, shares have now fallen from grace. We’re not happy about this … Read more

Dividend Increases/Decreases for the Week Ending January 6

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Below we provide a list of firms that raised/lowered their dividends during the week ending January 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 Alamo (ALG): now $0.10 per share quarterly dividend, was $0.09. Atrium Mortgage Investment (AMIVE): now C$0.073333 per share monthly dividend, was C$0.071667. Bank of the Ozarks (OZRK): now $0.17 per share quarterly dividend, was $0.165. Brixmor Property (BRX): now $0.26 per share quarterly dividend, was $0.245. CenterPoint (CNP): now $0.2675 per share quarterly dividend, was $0.26. Enbridge (ENB): now C$0.583 per share quarterly dividend, was C$0.53. … Read more

Looking Closely at Zimmer Biomet

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Medical technology companies have taken their share of lumps as of late, but the long-term may be too bright for investors to ignore Zimmer Biomet’s shares. By Alexander J. Poulos and Brian Nelson, CFA The medtech field offers an intriguing combination of high-margin growth coupled with defensive characteristics as the end product is considered recession resistant. To add context, an individual who requires a knee transplant may wait a bit before having the surgery, but as the joint disintegrates the need will hasten irrespective of economic conditions. The ebbs and flows of the economic cycle have little to do with such a decision, in most cases. That said, the field remains fiercely competitive with many upstarts that have innovative technologies, … Read more

CVS Health In The Bargain Bin? We Think So

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Image Source: Mike Mozart By Alex Poulos The stock market can be a fickle creature, bestowing its affections seemingly upon random industries. As 2016 comes to a close, the financial and energy-related names are all the rage with many pundits gushing about their prospects in 2017. I have often found when the Street is waxing eloquently about a certain sector, most of the easy gains have been made. Often, a contrarian view is necessary to generate acceptable returns. An unusual opportunity is before us in a company that operates in one of the most unloved fields of all, healthcare. CVS Health CVS Health (CVS) is generally categorized in the consumer staples (XLP) sector of the S&P 500, yet over 85% … Read more

General Motors Gains US Market Share in December; Shares Racing Higher

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Image Source: Tina Rossini By Kris Rosemann The US auto industry set yet another annual sales record in 2016, and General Motors (GM) finished the year on a high note, reporting total sales growth of 10% on a year-over-year basis in the month of December and retail sales growth of more than 3%. Though some market observers fear the industry may be reaching a peak, GM looks poised to continue reaping the benefits of a strong US auto market. The higher-than-anticipated gains helped the company grab additional market share in the US in both the total US auto market and the US retail auto market, where GM’s market share advanced 150 basis points and 30 basis points, respectively. GM now … Read more

Dividend Increases/Decreases for the Week Ending December 30

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Below we provide a list of firms that raised/lowered their dividends during the week ending December 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 Fifth Street Asset Management (FSAM): now $0.125 per share quarterly dividend, was $0.10. Formula Systems (FORTY): now $0.48 per share semi-annual dividend, was $0.34. Raymond James Financial (RJF): now $0.22 per share quarterly dividend, was $0.20. Stryker (SYK): now $0.425 per share quarterly dividend, was $0.38. W.P. Carey (WPC): now $0.99 per share quarterly dividend, was $0.985. Firms Lowering Their Dividends This Week                                   Tortoise Index Solutions … Read more

Dividend Growth Newsletter: Evaluating Our 2016 Dividend Growth Picks

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“…the average return of our dividend growth picks has blown the return of the S&P 500 out of the water during the past two years, and in each of the past two years.” By Brian Nelson, CFA What say us of our dividend growth stock-selection skills? First, on a portfolio level, I am very proud to say that the Dividend Growth Newsletter portfolio has advanced in each of the past two years, while the SPDR S&P Dividend ETF (SDY) has been significantly more volatile, declining during 2015, and bouncing back during 2016. For supposedly steady-eddy dividend growth indices, they tend to be quite volatile relative to the Valuentum Dividend Growth Newsletter portfolio, one of the main reasons why I don’t … Read more

5 Shocking Stock Market Predictions for 2017

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Image Source: Claudia Dea  Valuentum: 2017 Is the Year of Evangeline Adams By Brian Nelson, CFA “Entrepreneurs are never satisfied. They want to do things better. They strive for perfection and use all the ingenuity to their command to achieve it.” – J.W. Marriott My Inbox Was Overflowing with Kindness Your positive replies to my last email, “Words Cannot Express How I Feel” were simply incredible. My inbox was flooded with so many emails, so many kind words. There were so many that I’m still working through them. If you haven’t received a personal reply, plan on getting one. You’re very important to me. It’s quite possible that I may very well be the luckiest man to have such wonderful … Read more

Dividend Increases/Decreases for the Week Ending December 23

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Below we provide a list of firms that raised/lowered their dividends during the week ending December 23. 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 8point3 Energy Partners (CAFD): now $0.249 per share quarterly dividend, was $0.2406. ALPS Cohen & Steers Global Realty Majors ETF (GRI): now $0.460527 per share quarterly dividend, was $0.382421. ALPS Equal Sector Weight ETF (EQL): now $0.906383 per share quarterly dividend, was $0.271693. Amgen (AMGN): now $1.15 per share quarterly dividend, was $1.00. Boston Prop (BXP): now $0.75 per share quarterly dividend, was $0.65. Camden National … Read more

Words Cannot Express How I Feel

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Image: Another day at the office. “Now is the time to let us know how much you value our service offering.” By Brian Nelson, CFA When everyone has a pen, even monumental achievements seem miniscule, unbelievable accomplishments overshadowed, and extreme efforts overlooked. The golden age of publishing is over, perhaps long before the late Harold Ramis’ character Egon Spengler uttered ‘Print is Dead’ in the movie Ghostbusters 30+ years ago. Tell it like a story. Hook in the reader. No, get to the point. Tell it straight–people don’t have time. Use this picture; no, use that one. No, do this. No, do that. The reality is that everyone is different, all defined by their own experiences and own frame of … Read more