Valuentum Exclusive Analysis for the Discerning Investor

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Oct 25, 2024

Dividend Increases/Decreases for the Week of October 25
Let's take a look at firms raising/lowering their dividends this week.

Jul 26, 2024

Dividend Increases/Decreases for the Week of July 26
Let's take a look at firms raising/lowering their dividends this week.

Jul 3, 2024

High Yield Dividend Income Investing Is Not as Easy as Chasing the Highest Yield
Image: EpicTop10.com. The skills to successfully invest for long-term capital gains or long-term dividend growth are much different than those required for generating high yield dividend income. Income investing is a much different proposition. However, the skills do center on a similar equity evaluation process, but one that requires an acknowledgement and heightened awareness of considerably greater downside risks. Income investing, or high yield dividend income investing, should at times be considered among the riskiest forms of investing, as many high dividend-yielding securities tend to trade closer to the characteristics of junk-rated bonds than they do most net cash rich and free cash flow generating powerhouses that we like so much in the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio.

Apr 26, 2024

Dividend Increases/Decreases for the Week of April 26
Let's take a look at firms raising/lowering their dividends this week.

Feb 9, 2024

Dividend Increases/Decreases for the Week of February 9
Let's take a look at firms raising/lowering their dividends this week.

Nov 17, 2023

REITs Will Likely Continue To Underperform
Image: REITs have not performed as well as some may have thought. This article clearly explains that REIT dividends are risky and showcases that REIT investors have missed out on a lot of total return during the past decade or so. One has to go back a long time to see any real return from REITs, and changing working and shopping habits will likely continue to punish the broader REIT sector. We view REITs as a game of financial leverage tied to the vicissitudes of the commercial real estate cycle, all for a dividend yield that approximates that of risk-free assets these days. REITs seem to have a large following these days and many will come to the defense of REITs in their own way, but from a bird's eye view of this market, we remain puzzled by the love affair some have for them. We can only posit that some have a myopic focus on REIT-specific metrics, are not getting the best information when it comes to capital-market dependence risk, and perhaps don't truly understand the structural dynamics of the dividend payment with respect to the free dividends fallacy (i.e. that a REIT's share price is adjusted downward by the amount of the dividend on the ex-dividend date). In our view, the structural dynamics that have hurt REITs for the past decade won't be going away anytime soon, and for investors looking to maximize their returns and the longevity of their retirement savings, there are much better options than REITs.

Oct 27, 2023

Dividend Increases/Decreases for the Week of October 27
Let's take a look at firms raising/lowering their dividends this week.

Jul 28, 2023

Dividend Increases/Decreases for the Week of July 28
Let's take a look at firms raising/lowering their dividends this week.

Apr 28, 2023

Dividend Increases/Decreases for the Week of April 28
Let's take a look at firms raising/lowering their dividends this week.

Feb 10, 2023

Dividend Increases/Decreases for the Week of February 10
Let's take a look at firms raising/lowering their dividends this week.