Member Articles

Public Storage Is a High-Quality Income Generation Idea

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Image Shown: Public Storage, a self-storage REIT that is included as an idea in our High Yield Dividend Newsletter portfolio, is a stellar cash flow generator with a bright growth outlook. We are huge fans of the self-storage REIT industry, particularly in the US, due to the ability of companies operating in this space to fully cover their total dividend obligations with their free cash flows. Image Source: Public Storage – March 2022 IR Presentation By Callum Turcan The self-storage industry is an attractive space for investors seeking income generating opportunities, particularly real estate investment trusts (‘REITs’) with a sizable presence in the U.S. market. The self-storage REIT owns economic interests in 2,800+ self-storage properties across the US. Public Storage … Read more

Dividend Increases/Decreases for the Week April 29

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Below we provide a list of firms that raised their dividends during the week ending April 29. 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      Adecoagro (AGRO): now $0.1571 per share semi-annual dividend. AGCO (AGCO): now $0.24 per share quarterly dividend, was $0.20. Alexander & Baldwin (ALEX): now $0.20 per share quarterly dividend, was $0.19. Alliance Resource Partners (ARLP): now $0.35 per share quarterly dividend, was $0.25. Altra Industrial Motion (AIMC): now $0.09 per share quarterly dividend, was $0.08. American Water Works (AWK): now $0.655 per share quarterly dividend, was $0.603. … Read more

Dividend Increases/Decreases for the Week of January 27

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Below we provide a list of firms that raised their dividends during the week ending January 27. 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                Air Products and Chemicals (APD): now $1.75 per share quarterly dividend, was $1.62. Alliant Energy (LNT): now $0.4525 per share quarterly dividend, was $0.4275. American Express (AXP): now $0.60 per share quarterly dividend, was $0.52. Applied Industrial Technologies (AIT): now $0.35 per share quarterly dividend, was $0.34. Archer-Daniels-Midland (ADM): now $0.45 per share quarterly dividend, was $0.40. Archrock (AROC): now $0.15 per share quarterly dividend, … Read more

The Dividend Cushion Ratio: Unadjusted Is Less Subjective, Adjusted Is More Subjective

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  Image Source: Mike Lawrence Question: I’m a subscriber. I’m looking at your Dividend Report for Enterprise Product Partners (EPD). It says your Valuentum Adjusted Dividend Cushion ratio for EPD is 1.8 (a ratio that includes future expected proceeds from capital raising endeavors in the coming years), but several lines below it says the Unadjusted Dividend Cushion ratio, which is your regular normal ratio (a ratio that does not include future expected proceeds from capital raising endeavors in the coming years), is 0.22. Please explain the difference between the two ratios, and what is considered a good ratio for the Unadjusted Dividend Cushion ratio, what is an excellent score, what is neutral and what is poor? Also, how much relative importance should … Read more

Dividend Increases/Decreases for the Week of May 19

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Below we provide a list of firms that raised their dividends during the week ending May 19. 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                          Advanced Drainage Systems (WMS): now $0.14 per share quarterly dividend, was $0.12. AMMO 8.75% PFD SER A (POWWP): now $0.559 per share quarterly dividend, was $0.547. Chubb (CB): now $0.86 per share quarterly dividend, was $0.83. Columbia Banking System (COLB): now $0.36 per share quarterly dividend, was $0.30. ENI (E): now $0.4719 per share dividend, was $0.4663. Farmers and Merchants Bancshares (FMFG): now $0.33 … Read more

Efficacy of the Dividend Cushion Ratio

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A version of this article was originally published September 2019. The Dividend Cushion ratio is one of the most powerful financial tools an income or dividend growth investor can use in conjunction with qualitative dividend analysis. The ratio is one-of-a-kind in that it is both free-cash-flow based and forward looking. Since its creation in 2012, the Dividend Cushion ratio has forewarned readers of approximately 50 dividend cuts. We estimate its efficacy at ~90%. By Valuentum Analysts  Key Takeaways: The Dividend Cushion ratio is a helpful tool to use to cushion your dividend growth or income portfolio against potential dividend cuts. The ratio also helps to assess the growth potential of a company’s dividend, above and beyond current expectations of payout … Read more

Sprint, Dish, Clearwire, and SoftBank: The Saga Continues

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Key Takeaways: ·        The entire Sprint/Clearwire/Dish/SoftBank situation is very complicated. ·        We believe SoftBank’s offer makes more sense for Sprint’s near-term future. ·        However, we like the well-rounded package that a combined Sprint/Dish entity would be able to offer consumers over the long haul, and we tend to have faith in skilled managers like Dish’s CEO Ergen. ·        In any case, we think the saga will eventually result in a winner’s curse—whoever wins the battle for Sprint will likely have paid too much! ·        Ideas o       One industry in particular would be highly in favor of SoftBank’s deal with Sprint—the networking equipment makers. If Sprint receives a huge capital infusion from a SoftBank deal, network upgrade spending would accelerate. Cisco (CSCO) is our favorite fundamental idea … Read more

Dividend Increases/Decreases for the Week of December 15

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Below we provide a list of firms that raised 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                          Abbott Laboratories (ABT): now $0.55 per share quarterly dividend, was $0.51. Aecon Group Inc. (ARE:CA): now CAD 0.185 per share quarterly dividend, was CAD 0.175. Acme United (ACU): now $0.15 per share quarterly dividend, was $0.14. AES (AES): now $0.1725 per share quarterly dividend, was $0.1659. Alexander & Baldwin (ALEX): now $0.2225 per share quarterly dividend, was $0.2200. American Eagle Outfitters (AEO): now $0.125 … Read more

Dividend Increases/Decreases for the Week of January 26

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Below we provide a list of firms that raised their dividends during the week ending January 26. 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                          Acerinox, S.A. (ANIOY): now $0.1219 per share semi-annual dividend, was $0.1159. Acuity Brands (AYI): now $0.15 per share quarterly dividend, was $0.13. ADT (ADT): now $0.055 per share quarterly dividend, was $0.035. Air Products and Chemicals (APD): now $1.77 per share quarterly dividend, was $1.75. ALLETE (ALE): now $0.705 per share quarterly dividend, was $0.6775. American Express (AXP): now $0.70 per share quarterly dividend, … Read more