Member Articles

Dividend Increases/Decreases for the Week Ending March 3

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Below we provide a list of firms that raised/lowered their dividends during the week ending March 3. 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 Arbor Realty Trust (ABR): now $0.17 per share quarterly dividend, was $0.16. Avnet, Inc. (AVT): now $0.18 per share quarterly dividend, was $0.17. Bank of Nova Scotia (BNS): now CAD 0.76 per share quarterly dividend, was CAD 0.74. Best Buy (BBY): now $0.34 per share quarterly dividend, was $0.28. Big Lots (BIG): now $0.25 per share quarterly dividend, was $0.21.               Canadian Natural Resources (CNQ): now CAD … Read more

Stop Thinking Chronologically and Start Thinking Psychologically

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Image Source: Kenzie Saunders Let’s cover three important investing prompts. By Brian Nelson, CFA The Psychology of the Markets “The stock market is a discount mechanism of future expectations. Period. Sometimes prices are rational and based soundly on reasonable future fundamental expectations and sometimes they’re not.” – Brian Nelson, CFA Stop thinking chronologically, and start thinking psychologically. Many investors believe that they can just buy any old stock that pays a growing dividend and hold it for decades, and that’s long-term investing. Selection bias aside, this has worked in the past for many an investor. There are hundreds of examples of this. But I think it is incredibly important for you to understand how to think about the long term, … Read more

Deere Runs! South America Not As Bad?

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Deere’s equity is charging higher. Let’s look at the reasons why. Will Caterpillar follow? By Brian Nelson, CFA On May 19, agricultural equipment maker Deere (DE) reported solid quarterly results for the period ending April 30 that showed strong improvement in farm and construction equipment demand. Management noted that in its recently-completed second quarter “market conditions showed signs of further stabilization…(and) farm machinery sales in South America experience(ed) a strong recovery,” too. Deere increased its full-year earnings forecast to $2 billion, which it expects to be driven by 9% sales growth. Shares of Deere yield just north of 2% at the moment.

Cisco Rallies Big Time!

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Image shown: Performance of the S&P 500 (SPY) since August 2017. As US equities continue their newly-found volatility, let’s take a look at some recent earnings reports and other developments around the markets. Cisco, the workhorse of both simulated newsletter portfolios, put up a fantastic report and upped its dividend. Berkshire continues to love Apple, and we maintain the view that the 10-year Treasury rate may be the greatest determinant of how well stocks perform in the coming decades. Airlines, garbage stocks, the “gas tax,” and more. By Kris Rosemann and Brian Nelson, CFA Do you know how happy it makes us to say that Cisco (CSCO) has been a staple of both the simulated Best Ideas Newsletter portfolio and … Read more

General Motors Cuts Guidance on Higher Input Costs

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Simulated newsletter portfolio idea General Motors cut its full-year guidance due to higher than expected commodity cost increases and devaluation of key currencies in South America. Peers Ford and Fiat Chrysler also lowered 2018 guidance measures following a tough second quarter for the group. By Kris Rosemann The July 25 trading session was a tough one for simulated newsletter portfolio idea General Motors (GM) as it faced meaningful external pressures on its business and lowered guidance for 2018. Greater-than-expected impacts from rising commodity prices and currency devaluations in Brazil and Argentina were the primary drivers behind the guidance cut. However, some of those pressures may be easing as President Trump has reportedly agreed to work with the European Commission in … 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

Dividend Increases/Decreases for the Week Ending November 22

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Below we provide a list of firms that raised their dividends during the week ending November 22. 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 Agilent (A): now $0.18 per share quarterly dividend, was $0.164. American Equity (AEL): now $0.30 per share annual dividend, was $0.28. Brown-Forman (BF.B): now $0.1743 per share quarterly dividend, was $0.1660. C&F Financial (CFFI): now $0.38 per share quarterly dividend, was $0.37. ESSA Bancorp (ESSA): now $0.11 per share quarterly dividend, was $0.10. Everest Re Group (RE): now $1.55 per share quarterly dividend, was $1.40. Farmers … Read more

Dividend Increases/Decreases for the Week Ending December 13

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Below we provide a list of firms that raised their dividends during the week ending December 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 The AES Corporation (AES): now $0.1433 per share quarterly dividend, was $0.1365. Albany (AIN): now $0.19 per share quarterly dividend, was $0.18. American Tower (AMT): now $1.01 per share quarterly dividend, was $0.95. Amgen (AMGN): now $1.60 per share quarterly dividend, was $1.45. Andersons (ANDE): now $0.175 per share quarterly dividend, was $0.17. AT&T (T): now $0.52 per share quarterly dividend, was $0.51. BlackRock Enhanced Capital&Income … Read more