Member Articles

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

Consumer Staples: Product Pricing Gains To Wane in 2017?

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Consumer staples giants Kimberly-Clark and Colgate-Palmolive are expecting product pricing growth to be less of a contributor in 2017. We think investors are wising up to the risks of consumer staples stocks, and increasing risk-free rates seem to already be complicating the investment decision-making process for many investors. Consumer staples equities in the S&P 500 are currently trading at ~19.4 times forward 12-month earnings, well above their sub-17 times 10-year trailing average. We believe investors will continue to swap out of these steady-eddy, but overpriced, gems in the near term, in favor of higher-beta commodity and energy-oriented companies as the market sets up to surge in 2017. We have been warning about the tipping point in Treasury yields and implications … Read more

How the FDA’s Delay of Baricitinib Impacts Eli Lilly and Incyte

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Image Source: Paul Sableman The FDA dealt Eli Lilly and Incyte an unforeseen blow recently by rejecting their marketing application for Rheumatoid Arthritis candidate Baricitinib. Where does the duo go from here? By Alexander J. Poulos an Kris Rosemann The drug approval process is chock full of pitfalls, and until regulators give the final okay, anything can happen. The widely held consensus was Eli Lilly’s (LLY) and Incyte’s (INCY) marketing application for Rheumatoid Arthritis candidate Baricitinib would be approved, but the FDA shocked everyone by issuing a complete response letter requesting further data. Where does the duo of Eli Lilly and Incyte proceed from here? Baricitinib We were optimistic the FDA would approve Baricitinib for the indication of Rheumatoid Arthritis … Read more

Dividend Increases/Decreases for the Week Ending November 17

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Below we provide a list of firms that raised/lowered their dividends during the week ending November 17. 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 $0.149 per share quarterly dividend, was $0.132. American Equity (AEL): now $0.26 per share annual dividend, was $0.24. AmerisourceBergen (ABC): now $0.38 per share quarterly dividend, was $0.365. Aramark (ARMK): now $0.105 per share quarterly dividend, was $0.103. Bancroft Fund (BCV): now $0.41 per share quarterly dividend, was $0.25. Black Hills (BKH): now $0.475 per share quarterly dividend, was $0.445. Brown-Forman (BF.B): now … Read more