Member Articles

Dividend Increases/Decreases for the Week of December 22

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Below we provide a list of firms that raised their dividends during the week ending December 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                          BDO Unibank, Inc. (BDOUY): now $0.0852 per share quarterly dividend, was $0.0847. Beaver Coal Company (BVERS): now $115.00 per share quarterly dividend, was $90.00. Big Banc Split Corp. (TSX:BNK:CA): now CAD 0.12 per share monthly dividend, was CAD 0.0662. Britvic plc (BTVCY): now $0.5477 per share semi-annual dividend, was $0.1830. Calvin B. Taylor Bankshares (TYCB): now $0.40 per share special dividend, was $0.34. China … Read more

Valuentum’s Joint Outlook for the Railroad and Coal Industries

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Key Takeaways: North American railroads operate as an oligopoly, benefit from substantial barriers to entry, and boast significant pricing power. Free cash flow generation trends are strong at the largest operators–Union Pacific (UNP) and Canadian National (CNI)–but industry-wide free cash flow margins (free cash flow divided by revenue) average in the mid-single-digits as elevated maintenance capital costs weigh on conversion rates. Canadian National and Union Pacific are currently the most efficient operators (as measured by their respective operating ratios), while Genessee & Wyoming (GWR) and Canadian Pacific (CP) trail the pack. Coal is the single most important commodity to the railroads, accounting for more than 20% of class I railroad freight revenue. Though US coal volumes should advance over the … Read more

Dividend Increases/Decreases for the Week of March 15

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Below we provide a list of firms that raised their dividends during the week ending March 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                          Aboitiz Power Corporation (ABZPY): now $0.5667 per share annual dividend, was $0.4579. Acer (ACEYY): now NT$1.60 per share dividend, was NT$1.50. AG Mortgage Investment Trust (MITT): now $0.18 per share quarterly dividend, was $0.05. Applied Materials (AMAT): now $0.40 per share quarterly dividend, was $0.32. Boston Pizza Royalties Income Fund (BPZZF): now CAD 0.113 per share monthly dividend, was CAD 0.107. Brambles (BXBLY): now … Read more

Dividend Increases/Decreases for the Week of March 29

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Below we provide a list of firms that raised their dividends during the week ending March 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                          AB Volvo (publ) (VLVLY): now $0.718 per share annual dividend, was $0.653. Anadolu Hayat Emeklilik Anonim Sirketi (AELIY): now $0.218 per share annual dividend, was $0. Armanino Foods of Distinction (AMNF): now $0.0363 per share quarterly dividend, was $0.0330. Bancolombia S.A. (CIB): now $0.913 per share quarterly dividend, was $0.884. Bank First (BFC): now $0.35 per share quarterly dividend, was $0.30. The Bidvest Group … Read more

Dividend Increases/Decreases for the Week of May 24

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Below we provide a list of firms that raised their dividends during the week ending May 24. 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                          Atea ASA (ATEAY): now $0.14 per share semi-annual dividend, was $0.13. Borr Drilling (BORR): now $0.10 per share quarterly dividend, was $0.05. Brenntag SE (BNTGY): now $0.371 per share semi-annual dividend, was $0.279. Brunello Cucinelli S.p.A. (BCUCY): now $0.32 per share annual dividend, was $0.23. Budweiser Brewing Company APAC Limited (BDWBY): now $0.169 per share annual dividend, was $0.120. Buzzi S.p.A. (BZZUY): now $0.211 … Read more

Dividend Increases/Decreases for the Week of August 2

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Below we provide a list of firms that raised their dividends during the week ending August 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                          American States Water (AWR): now $0.4655 per share quarterly dividend, was $0.4300. Ardmore Shipping (ASC): now $0.38 per share quarterly dividend, was $0.31. Barret Business (BBSI): now $0.08 per share quarterly dividend, was $0.075, on a split-adjusted basis. Black Diamond Group (BDIMF): now CAD 0.03 per share quarterly dividend, was CAD 0.02. Boise Cascade (BCC): now $0.21 per share quarterly dividend, was $0.20. BP … Read more

Surveying Valuentum Buying Index Performance in the Restaurant Space

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The stock-selection methodology, the Valuentum Buying Index, is as simple as an efficacious stock-selection methodology can be. However, that doesn’t mean that the Valuentum Buying Index is simple. The Valuentum Buying Index considers the rigors of a discounted cash-flow process, the considerations of relative valuation techniques, and the transparency of pricing information via market indicators. Yet despite its straightforwardness, the Valuentum Buying Index casts a discerning eye on the equities it monitors. The Valuentum Buying Index does not make a ‘call’ on every company. It only views a 9 or a 10 on the measure to be actionable on the long side, and it only views a 1 or 2 on the measure to be actionable on the short side. … Read more

MLPs Breaking Out But More Questions

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As we stated when we added exposure to the energy sector October 6 (see here), we’d be fools not to acknowledge the technical breakout in units of master limited partnerships the past few weeks. The group still has a long way to go to get back to “even,” but for the sake of retirees who are “DRIPping” into these equities, we sincerely hope some losses can be recuperated. Our experience tells us, however, that the road won’t be an easy one, but we are hoping chartists will be piling into units in the coming days. Fundamental investors may not be aware of this “technical” catalyst to come, but the breakout could be a big one. MLP investors have lost so … Read more