Member Articles

Update on High-Yielding AT&T

by

Image Source: AT&T Inc – Second Quarter of 2021 IR Earnings Presentation By Callum Turcan The communications and media giant AT&T Inc (T) is pivoting back to its roots, a strategy that we think will pay off handsomely in the long run, though there have been plenty of rough bumps along the way. Management has finally found a strategy that AT&T can stick with. We include AT&T as an idea in the High Yield Dividend Newsletter portfolio and shares of T yield ~7.7% as of this writing (note that the company will rightsize its dividend in the coming quarters, resulting in a yield adjustment lower). Warner Bros. Discovery AT&T’s WarnerMedia segment is joining forces with Discovery Inc (DISCA) that will … Read more

ASML Holding Is a Tremendous Enterprise, Holds Fantastic Competitive Position

by

Image Source: ASML Holding NV – 2021 Annual Report By Callum Turcan The Dutch firm ASML Holding NV (ASML) makes the photolithography systems used by semiconductor foundries to produce “chips” that power the modern economy. In part due to its immense technological lead over its competitors, ASML Holding effectively has a monopoly at the high end of its industry, meaning its photolithography systems are required to produce the most advanced semiconductor components. The company also offers semiconductor equipment services and stands to gain immensely from ongoing growth in its installed equipment base. We’re huge fans of the company. ASML Holding is a firm that we provide ongoing valuation coverage of in our periodic financial statements webinar. Be sure to sign … Read more

Newsletter Portfolio Idea Chevron Focused on Returning Cash to Shareholders

by

Image Shown: Newsletter portfolio idea Chevron Corporation is very shareholder friendly. We view its capital allocation priorities quite favorably. Image Source: Chevron Corporation – May 2022 IR Presentation By Callum Turcan Our newsletter portfolios remain overweight energy names as these companies are well-positioned to ride out inflationary pressures and geopolitical turbulence while generating substantial free cash flows and returning “gobs” of cash to shareholders. We include Chevron Corporation (CVX) in our Best Ideas Newsletter, Dividend Growth Newsletter, and High Yield Dividend Newsletter portfolios as the firm has placed a great emphasis on keeping its capital expenditures contained, improving its cost structure, and cutting down on its debt load while returning “gobs” of cash to shareholders. Financial Overview At the end … Read more

Alcoa Sets a Positive Tone for Earnings Season

by

Monday afternoon marked the unofficial start of first-quarter earnings season, as industrial bellwort Alcoa (click ticker for report: ) reported its results. For the first quarter, revenue fell nearly 3% year-over-year and 1% sequentially to $5.8 billion, just shy of consensus estimates. Earnings per share, net of one-time special items, increased 22% year-over-year to $0.11, easily exceeding consensus expectations. Although Alcoa isn’t nearly as important to the US economy as it once was, the firm still provides a general overview of several important sectors. Aluminum prices were flat during the quarter, but the firm anticipates global growth of 7% with supply and demand remaining balanced. Image Source: Alcoa Analyst Presentation Q1 2013 Alcoa sees a positive outlook for several sectors … Read more

Dividend Increases/Decreases for the Week of July 21

by

Below we provide a list of firms that raised their dividends during the week ending July 21. 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                          Activision Blizzard (ATVI): now $0.99 per share dividend, was $0.47. Aker BP (AKRBY): now $0.162 per share dividend. Banco Macro (BMA): now $0.45 per share quarterly dividend, was $0.0786. Bank of America (BAC): now $0.24 per share quarterly dividend, was $0.22. Bank of America Corporation Deposit Shs Perp Shs Series E (BAC.PE): now $0.3623 per share quarterly dividend, was $0.3222. Bank of New York … Read more

Dividend Increases/Decreases for the Week of August 18

by

Below we provide a list of firms that raised their dividends during the week ending August 18. 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                          Abrdn plc (SLFPY): now $0.322 per share semi-annual dividend, was $0.304. Atour Lifestyle Holdings (ATAT): now $0.05 per share dividend. Badger Meter (BMI): now $0.27 per share quarterly dividend, was $0.23. Cable One (CABO): now $2.95 per share quarterly dividend, was $2.85. Cboe Global Markets (CBOE): now $0.55 per share quarterly dividend, was $0.50. Commonwealth Bank of Australia (CMWAY): now $1.547 per share semi-annual … Read more

Valuentum’s Comprehensive Outlook for Crude Oil and Natural Gas Prices

by

Let’s take a deep dive into the energy sector. The best dividend growth ideas, the most likely takeout candidates and more…

Dividend Increases/Decreases for the Week of December 8

by

Below we provide a list of firms that raised their dividends during the week ending December 8. 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                          Albany (AIN): now $0.26 per share quarterly dividend, was $0.25. Alexandria Real Estate Equities (ARE): now $1.27 per share quarterly dividend, was $1.24. AltaGas Ltd. (ATGFF): now CAD 0.2975 per share quarterly dividend, was CAD 0.28. Avis Budget (CAR): now $10.00 per share special dividend. Balchem (BCPC): now $0.79 per share annual dividend, was $0.71. Bristol-Myers Squibb (BMY): now $0.60 per share quarterly dividend, … Read more

Dividend Increases/Decreases for the Week of February 9

by

Below we provide a list of firms that raised their dividends during the week ending February 9. 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 $1.51 per share quarterly dividend, was $1.50. Allegion (ALLE): now $0.48 per share quarterly dividend, was $0.45. AllianceBernstein (AB): now $0.77 per share quarterly dividend, was $0.65. Amdocs (DOX): now $0.479 per share quarterly dividend, was $0.435. Ameren (AEE): now $0.67 per share quarterly dividend, was $0.63. American Assets Trust (AAT): now $0.335 per share quarterly dividend, was $0.330. American Financial … Read more

The Transaction Log of the Dividend Growth Portfolio

by

Image Source: Numbers and Finance As a subscriber to Valuentum’s Dividend Growth Newsletter, you receive email updates if we plan to make any changes to the portfolio before the release of the next edition of our newsletter. If you are not receiving these alerts by email, please contact us. << About the Dividend Growth Newsletter View excerpts from the email transaction alerts previously delivered to subscribers in this article: December 27, 2024 Summary of the Changes Honeywell (HON): 3%-4% à 0% McDonald’s (MCD): 3%-4% à 0% Meta Platforms (META): 0% à 3%-4% Booking Holdings (BKNG): 0% à 3%-4% Alert: Changes to the Newsletter Portfolios June 27, 2023 JEPI: 0% –> 8%-12% DIV: 0% –> 8%-12% MCD: 1%-2% –> 3%-4% HD: 1%-2% –> 3%-4% HON: 1%-2% –> 3%-4% UNH: 1%-2% –> 3%-4% DKS: 1%-2% –> 3%-4% ALERT: … Read more