Member Articles

Dividend Increases/Decreases for the Week of July 29

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Below we provide a list of firms that raised their dividends during the week ending July 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                Alexander & Baldwin (ALEX): now $0.22 per share quarterly dividend, was $0.20. Alliance Resource Partners (ARLP): now $0.40 per share quarterly dividend, was $0.35. Amalgamated Bank (AMAL): now $0.10 per share quarterly dividend, was $0.08. American States Water (AWR): now $0.3975 per share quarterly dividend, was $0.3650. Arbor Realty Trust (ABR): now $0.39 per share quarterly dividend, was $0.38. Armada Hoffler Properties (AHH): now $0.19 … Read more

Dividend Increases/Decreases for the Week of November 4

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Below we provide a list of firms that raised their dividends during the week ending November 4. 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 Lease (AL): now $0.20 per share quarterly dividend, was $0.18. Amcor (AMCR): now $0.1225 per share quarterly dividend, was $0.1200. American Financial (AFG): now $2.00 per share special dividend, was $0.63. AmerisourceBergen (ABC): now $0.485 per share quarterly dividend, was $0.460. Arbor Realty Trust (ABR): now $0.40 per share quarterly dividend, was $0.39. ARC Resources (ARX:CA): now CAD 0.15 per share quarterly dividend, was … Read more

Taiwan Semiconductor’s Shares May Have Bottomed

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Image: We’re liking the technical bottom forming in Taiwan Semiconductor’s shares. Image Source: TradingView By Brian Nelson, CFA Everyone has their eyes on Taiwan Semiconductor (TSM) these days. The firm is the center of attention with respect to Sino-American relations, and the risk that China may invade Taiwan has added a degree of uncertainty to shares that is almost impossible to quantify within general valuation frameworks. Headquartered in Hsinchu, Taiwan, the world’s largest pure-play semiconductor foundry is a key bellwether for an area within technology that has faced considerable pressure during the past year. However, from our perspective, shares of Taiwan Semiconductor look to have carved out what we believe to be a technical bottom, and the high end of … Read more

Dividend Increases/Decreases for the Week of January 20

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Below we provide a list of firms that raised their dividends during the week ending January 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                Albertsons Companies (ACI): now $6.85 per share special dividend, was $0.12. Allied Properties Real Estate Investment Trust (AP.UN:CA): now CAD 0.15 per share monthly dividend, was CAD 0.1458. Banner (BANR): now $0.48 per share quarterly dividend, was $0.44. Birchcliff Energy (BIR:CA): now CAD 0.20 per share quarterly dividend, was CAD 0.02. Chesswood Group Limited (CHW:CA): now CAD 0.05 per share monthly dividend, was CAD 0.04. … Read more

Dividend Increases/Decreases for the Week of September 15

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Below we provide a list of firms that raised their dividends during the week ending September 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                          Absa Group Limited (AGRPY): now $0.5518 per share dividend, was $0.5416. AGNC Investment Series C Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock (AGNCN): now $0.6676 per share quarterly dividend, was $0.6482. Andlauer Healthcare Group (AND:CA): now CAD 0.09 per share quarterly dividend, was CAD 0.08. Brambles (BXBLY): now $0.26 per share dividend, was $0.22. China Resources Cement Holdings (CARCY): now $0.1364 per share dividend, was … Read more

Visa’s High Margin Business Reveals Consumer Spending Remains Resilient

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  Image: Visa has been a strong performer thus far in 2023.  By Brian Nelson, CFA On October 24, Best Ideas Newsletter portfolio holding Visa (V) reported excellent fourth-quarter results for its fiscal 2023. Net revenues advanced 11% on a year-over-year basis, while non-GAAP net income and non-GAAP earnings per share leapt 18% and 21% year-over-year, respectively, in the period. For the fiscal year, Visa generated an impressive 64.4% operating margin. Payments volume increased 9% and cross-border volume advanced 16%, showcasing that the consumer remains very healthy thanks in part to low unemployment rates, despite concerns over higher mortgage costs, student loan repayments, and general economic uncertainty as savings accrued during the COVID-19 pandemic wane. We continue to be big … Read more

Dividend Increases/Decreases for the Week of October 27

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Below we provide a list of firms that raised their dividends during the week ending October 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                          AbbVie (ABBV): now $1.55 per share quarterly dividend, was $1.48. Adecoagro (AGRO): now $0.1649 per share semi-annual dividend, was $0.1626. American Electric Power (AEP): now $0.88 per share quarterly dividend, was $0.83. Amphenol (APH): now $0.22 per share quarterly dividend, was $0.21. Associated Banc-Corp (ASB): now $0.22 per share quarterly dividend, was $0.21. Atlantic Union Bank (AUB): now $0.32 per share quarterly dividend, was … Read more

Dividend Increases/Decreases for the Week of January 31

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Below we provide a list of firms that raised their dividends during the week ending January 31. 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                          AES (AES): now $0.1759 per share quarterly dividend, was $0.1725. ALLETE (ALE): now $0.730 per share quarterly dividend, was $0.705. Applied Industrial Technologies (AIT): now $0.46 per share quarterly dividend, was $0.37. Archrock (AROC): now $0.190 per share quarterly dividend, was $0.175. Arthur J. Gallagher (AJG): now $0.65 per share quarterly dividend, was $0.60. Baker Hughes (BKR): now $0.23 per share quarterly dividend, was … Read more

Dividend Increases/Decreases for the Week of July 25

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Below we provide a list of firms that raised their dividends during the week ending July 25. 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                          Archrock (AROC): now $0.21 per share quarterly dividend, was $0.19. Arrow Financial (AROW): now $0.29 per share quarterly dividend, was $0.28. Blackstone (BX): now $1.03 per share quarterly dividend, was $0.93. Cashmere Valley Bank (CSHX): now $0.95 per share semi-annual dividend, was $0.90. CB Financial Services (CBFV): now $0.26 per share quarterly dividend, was $0.25. ChipMOS (IMOS): now $0.836 per share American depositary share, … Read more