Member Articles

Boeing’s Big Dividend Hike; Potential Deal with Embraer

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Image Source: Boeing.

We love Boeing. The company has been one of our favorites for years, but its performance during 2017 has simply been amazing. The dividend growth giant upped its payout in a big way recently, too, even as it is reportedly pursuing merger discussions with Embraer.

Dividend Increases/Decreases for the Week Ending February 2

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Below we provide a list of firms that raised or lowered their dividends during the week ending February 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 1st Source (SRCE): now $0.22 per share quarterly dividend, was $0.20. AFLAC (AFL): now $0.52 per share quarterly dividend, was $0.45. Amtek (AME): now $0.14 per share quarterly dividend, was $0.09. Andeavor Logistics (ANDX): now $1.00 per share quarterly dividend, was $0.9852. Apartment Investment (AIV): now $0.38 per share quarterly dividend, was $0.36. AvalonBay Communities (AVB): now $1.47 per share quarterly dividend, was $1.42. … Read more

Dividend Increases/Decreases for the Week Ending February 8

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Below we provide a list of firms that raised their dividends during the week ending February 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 3M (MMM): now $1.44 per share quarterly dividend, was $1.36. Affiliated Managers (AMG): now $0.32 per share quarterly dividend, was $0.30. Allegion (ALLE): now $0.27 per share quarterly dividend, was $0.21. Alliance Data Systems (ADS): now $0.63 per share quarterly dividend, was $0.57. Allstate (ALL): now $0.50 per share quarterly dividend, was $0.46. Amdocs (DOX): now $0.285 per share quarterly dividend, was $0.25. Archer Daniels Midland … Read more

Update on Wuhan 2019 Novel Coronavirus Outbreak: 31,000+ Infections, 630+ Deaths

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Image Source: 2019-nCoV, Centers for Disease Control and Prevention The number of infections and deaths related to the Wuhan 2019 Novel Coronavirus has surged since our last update, but we maintain our view that investors should keep a level head. We continue to wait to add protection to the newsletter portfolios as the market absorbs a massive liquidity injection from the PBOC. By Brian Nelson, CFA The week of trading ending February 7 was a very strange one. Last Sunday, one could have only expected that given the news related to the Wuhan 2019 Novel Coronavirus outbreak, the bad news related to airlines (JETS) and aerospace players–Boeing (BA), in particular–and the speculative frenzy associated with Tesla’s (TSLA) rise, that the … Read more

Dividend Increases/Decreases for the Week Ending May 22

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Below we provide a list of firms that raised their dividends during the week ending May 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 American Tower (AMT): now $1.10 per share quarterly dividend, was $1.08. Banco Santander, S.A. GTD PFD SECs 6 (SAN.PB): now $0.2556 per share quarterly dividend, was $0.2528. Canadian Banc Corp (CNDCF): now CAD 0.0562 per share monthly dividend, was CAD 0.0517. Cheetah Mobile Inc. (CMCM): now $1.44 /ADS special dividend, was $0.50. China Mobile Limited (CHL): now $0.999 per share semi-annual dividend, was $0.877. Chubb (CB): … Read more

Dividend Increases/Decreases for the Week Ending July 31

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Below we provide a list of firms that raised their dividends during the week ending July 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 Altria (MO): now $0.86 per share quarterly dividend, was $0.84. American Assets Trust (AAT): now $0.25 per share quarterly dividend, was $0.20. American States Water (AWR): now $0.335 per share quarterly dividend, was $0.305. Apollo Global Management (APO): now $0.49 per share quarterly dividend, was $0.42. Arbor Realty Trust (ABR): now $0.31 per share quarterly dividend, was $0.30. Artisan Partners Asset Management (APAM): now $0.67 per … Read more

PayPal and Visa Expand Partnership

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Image Shown: Shares of Best Ideas Newsletter portfolio holding PayPal Holdings Inc have surged higher this year. We continue to be big fans of the company. By Callum Turcan The payment processing and payment solution space is incredibly attractive given the secular growth tailwinds supporting companies operating in the financial tech industry. As consumers are increasingly using cards and digitally-oriented payment services during the ongoing coronavirus (‘COVID-19’) pandemic, demand for the various “cash-less” payment options offered by PayPal Holdings Inc (PYPL) and Visa Inc (V) is on the rise. Please note that rising demand for payment processing, cross-border transactions, and similar services is increasing from both consumers and businesses alike. This is more than just a short-term adjustment to cope … Read more

GoodRx Has Potential Capital Appreciation Upside But Long-Term Threats Loom

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Image Source: GoodRx Holdings Inc – December 2020 IR Presentation Executive Summary: GoodRx Holdings Inc is a disrupter in the US pharmacy space, and the company went public in September 2020. The firm’s digitally-oriented prescription drug pricing platform generates strong normalized operating income and allows for an impressive cash flow profile. Supported by its pristine balance sheet, GoodRx has the financial firepower to expand into adjacent businesses to further extend its growth runway. While meaningful competitive threats are a concern, such as those posed by Amazon Inc entering the online pharmacy space, GoodRx has significant competitive advantages over its peers and benefits from the network effect. The company’s active monthly user base has grown at an impressive clip during the … Read more