Member Articles
Dividend Increases/Decreases for the Week Ending February 7
Below we provide a list of firms that raised their dividends during the week ending February 7. 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 3M (MMM): now $1.47 per share quarterly dividend, was $1.44. Activision Blizzard (ATVI): now $0.41 per share annual dividend, was $0.37. Aflac (AFL): now $0.28 per share quarterly dividend, was $0.27. Allegion (ALLE): now $0.32 per share quarterly dividend, was $0.27. Amdocs (DOX): now $0.3275 per share quarterly dividend, was $0.2850. Angel Oak Financial Strategies Income Term (FINS): now $0.1112 per share monthly dividend, was $0.1097. … Read more
Dividend Increases/Decreases for the Week Ending March 20
Below we provide a list of firms that raised their dividends during the week ending March 20. 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 ALPS ETF Trust – ALPS Sector Dividend Dogs ETF (SDOG): now $0.4614 per share quarterly dividend, was $0.4196. ALPS ETF Trust – ALPS Equal Sector Weight ETF (EQL): now $0.6360 per share quarterly dividend, was $0.4789. ALPS ETF Trust – Cohen & Steers Global Realty Majors ETF (RDOG): now $0.6844 per share quarterly dividend, was $0.5113. Alpine Income Property Trust, Inc. (PINE): now $0.20 per share … Read more
Dividend Increases/Decreases for the Week Ending June 19
Below we provide a list of firms that raised their dividends during the week ending June 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 CBA Florida (CBAI): now $0.0062 per share liquidating distribution. Dividend 15 Split Corp IIA (DVDDF): now CAD 0.10 per share monthly dividend, was suspended. Dividend Select 15 (DVVDF): now CAD 0.0496 per share monthly dividend, was CAD 0.0489. Financial 15 Split Corp (FNNCF): now CAD 0.04583 per share monthly dividend, was CAD 0.0458. Franklin Limited Duration Income Trust (FTF): now $0.0736 per share monthly dividend, was … Read more
Our Thoughts on the Widespread Launch of 5G Services
Image Shown: The evolution of wireless networks and telecommunications technology over the years. Image Source: Intel Corporation – November 2019 State of 5G Presentation By Callum Turcan The rollout of 5G telecommunication networks is upon us and we want to draw our members’ attention to some of the key companies with meaningful exposure to this space. Many are excited about what opportunities 5G technology could enable. Background On July 23, AT&T Inc (T) announced its 5G network in the US was operational nationwide and that effective August 7, both consumers and businesses with certain packages would have 5G access “at no additional cost” which included customers with AT&T Unlimited Starter, Extra, Elite, AT&T Business Unlimited Web-Only and Starter wireless plans. … Read more
Dividend Increases/Decreases for the Week December 11
Below we provide a list of firms that raised their dividends during the week ending December 11. 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 $0.45 per share quarterly dividend, was $0.36. Abitibi Royalties (ATBYF): now CAD 0.015 per share monthly dividend, was CAD 0.013. AES (AES): now $0.1505 per share quarterly dividend, was $0.1433. Albany (AIN): now $0.20 per share quarterly dividend, was $0.19. Alexandria Real Estate Equities (ARE): now $1.09 per share quarterly dividend, was $1.06. Alico (ALCO): now $0.18 per share quarterly dividend, was … Read more
Alphabet (Google) and Amazon Continue to Power Ahead
Image Shown: Shares of Alphabet Inc Class C surged higher in after-hours trading on February 2 after the digital advertising giant reported a stellar fourth-quarter 2020 earnings report. We continue to be big fans of the name and include shares of GOOG as a top-weighting holding in the Best Ideas Newsletter portfolio. By Callum Turcan On February 2, both Alphabet Inc (GOOG) (GOOGL) and Amazon Inc (AMZN) surprised the market to the upside, but not us. We’ve been huge fans of large cap growth, big cap tech, and the NASDAQ for some time now. In this note, we cover Alphabet’s earnings report. The company is one of our favorite tech giants and a holding in the Best Ideas Newsletter portfolio. … Read more
Microsoft Churns Out Gobs of Free Cash Flow
Image Shown: An overview of Microsoft Corporation’s performance last fiscal quarter. Image Source: Microsoft Corporation – Third Quarter of Fiscal 2021 IR PowerPoint Presentation By Callum Turcan On April 27, Microsoft Corporation (MSFT) reported third quarter fiscal 2021 earnings (period ended March 31, 2021) that smashed past both consensus top- and bottom-line estimates. Revenue growth came in strong across the board. Its cloud computing Azure segment posted 50% revenue growth, its business-facing Dynamics 365 segment posted 45% revenue growth, and its consumer-facing Xbox content and services segment posted 34% revenue growth on a year-over-year basis last fiscal quarter. Though not a large part of its business, Microsoft’s digital advertising revenues also grew nicely in the fiscal third quarter. Foreign currency … Read more
We Continue to Be Big Fans of Ameresco
Update: We first covered Ameresco in detail through an article published back in August 2020 (link here) and followed up on that work in a subsequent article published in November 2020 (link here) and provided a brief update on the firm in a piece published in January 2021 (link here). Shares of AMRC have more than doubled since we published our first article covering the name as of mid August 2021, and we think there is ample room for additional capital appreciation upside. Image Source: Ameresco Inc – August 2021 IR Presentation By Callum Turcan Ameresco Inc (AMRC) provides its customers with an expansive slate of clean energy and energy efficiency solutions ranging from upgrades to energy infrastructure (e.g., battery storage, … Read more
How Do We Use the Valuentum Buying Index?
How Do We Use the Valuentum Buying Index (VBI)? By Brian Nelson, CFA Hi everyone, Hope you are doing great! We often receive questions about how we use the Valuentum Buying Index (VBI) rating system, one of the key metrics we use to source ideas for our members, but we think it is equally important to mention up front that the VBI is only one of the many facets of our website and services. For example, if you haven’t checked out the Dividend Cushion ratios on the stocks in your portfolio or the dividend growth product (from individual reports to the newsletter and beyond), surely you are not maximizing your membership! Don’t forget about the Economic Castle rating, … Read more