Dividend Increases/Decreases for the Week December 11

Below we provide a list of firms that raised their dividends during the week ending December 11. 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 Abbott Laboratories (ABT): now $0.45 per share quarterly dividend, was $0.36. Abitibi Royalties (ATBYF): now CAD 0.015 per share monthly dividend, was CAD 0.013. AES (AES): now $0.1505 per share quarterly dividend, was $0.1433. Albany (AIN): now $0.20 per share quarterly dividend, was $0.19. Alexandria Real Estate Equities (ARE): now $1.09 per share quarterly dividend, was $1.06. Alico (ALCO): now $0.18 per share quarterly dividend, was … Read more

Healthcare Earnings Update Featuring Johnson and Johnson, Cardinal Health and Abbott Labs

The upcoming deluge of earnings over the next couple of weeks offers a glimpse into the ongoing business prospects for the various companies in our coverage universe. Let’s discuss the recent news release of a few prominent names in the healthcare industry. Alexander J. Poulos Is There Trouble Brewing at JNJ? Image Source: Johnson & Johnson Shares of Johnson and Johnson (JNJ) faced modest share-price pressure following its first-quarter earnings results April 18. Though we still like J&J in both newsletter portfolios, we were somewhat concerned about its less-than-stellar showing during the quarter in the all-important Pharmaceutical division, which accounts for over 40% of JNJ’s sales. During the period, revenue still increased in its Pharmaceutical division (+0.8 worldwide; 1.4% operationally) … Read more

Dow Laggard Walgreens Boots Alliance Yields North of 5%; Has Raised Dividend for 47 Consecutive Years

Image: Walgreens Boots Alliance’s shares have been pummeled during 2022. Image Source: TradingView By Brian Nelson, CFA When Walgreens Boots Alliance (WBA)–forward estimated dividend yield of ~5.3%– reported first-quarter fiscal 2023 results January 5, operating performance wasn’t pretty. Sales from continuing operations dropped 1.5% in the quarter, while adjusted earnings per share fell 30.8% to $1.16 per share due to weakness at AllianceRX Walgreens from difficult comps related to COVID-19 vaccines. Its predecessor company, Walgreen Co., used to be a clean “story.” Then, the firm bought Alliance Boots several years ago, and shares have languished for the better part of a decade now, after completing that transaction. Dealmaking, a dwindling stake in AmerisourceBergen (ABC) and liabilities related to the opioid … Read more

Eli Lilly and Vertex Pharma Provide Promising Guidance for 2021

Image Shown: An overview of Vertex Pharmaceuticals Inc’s drug pipeline and commercialized drug portfolio. Image Source: Vertex Pharmaceuticals Inc – Fourth Quarter of 2020 IR Earnings Presentation By Callum Turcan Several pharmaceutical and biotech companies showcased the resilience of their business models last year when faced with severe exogenous headwinds created by the coronavirus (‘COVID-19’) pandemic. For broad-based diversified exposure tied to secular growth tailwinds across the largest drug development companies in the world (and their robust pipelines of drugs and therapies), we include the Health Care Select Sector SPDR ETF (XLV) in both the Best Ideas Newsletter and Dividend Growth Newsletter portfolios. We like this broad exposure to the sector, particularly within diversified portfolios. Eli Lilly (LLY) When Eli … Read more

Update: Frequently Asked Questions About Valuentum Securities, Inc.

What is Valuentum Securities? Valuentum (val∙u∙n∙tum) [val-yoo-en-tuh-m] Securities Inc. is an independent investment research publisher, offering premium equity reports and dividend reports, as well as commentary across all sectors/companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools/products, and more. Independence and integrity remain our core, and we strive to be a champion of the investor. Valuentum is based in the Chicagoland area. Valuentum is not a money manager, broker, or financial advisor. Valuentum is a publisher of financial information. How do I subscribe to Valuentum’s investment research services? 1)    Click the following link: signup-page. 2)    Select your membership plan. 3)    Enter your contact details. 4)    Click ‘Sign Up.’ 5)    Complete your purchase. 6)   Your payment profile may be recurring, so please check … Read more

Nevro: An Exciting But Risky Medtech Idea in the Early Stages of Its Growth

Image Source: Nevro Innovation continues to thrive in the medical field. The rapid aging of the industrialized world’s population bodes well for rising demand. Let’s look at a promising med tech idea, which we believe offers explosive growth in the field of Neuromodulation. It’s a risky one though. By Alexander J. Poulos Introduction We are interested in the growth prospects of Nevro (NVRO), a med tech idea specializing in the field of Neuromodulation. Neuromodulation is the use of electrical impulses to stimulate the nervous system. Nevro’s key product is the Senza Spinal Cord Stimulation (SCS) system, which offers relief from chronic pain by stimulating the nervous tissue found in the spinal cord to reduce or entirely block the perception of … Read more

ICYMI — Video: Will Hasty Policy Facilitate the Next Leg Down, or Do We Have It Coming Anyway?

President of Investment Research and award-winning author of Value Trap: Theory of Universal Valuation Brian Nelson explains how US policymakers are stuck between a rock and a hard place, and how the market may be factoring in too high of a probability of a return to normalcy before 2021. This and more in the latest video report. Summary Make sure you review Value Trap on Amazon. Do so here. We think those that bought equities near the bottom of this swoon may be looking to take profits at present levels. The market is currently reflecting an 80%-85% probability of a return to normalcy before 2021, which we believe is too high at this time. Our main concern is that government … Read more

Stock Market Outlook for 2021

By Valuentum Analysts February 8, 2021 2020 was one for the history books. We covered our thoughts and reflections on the past year in our “2020 Won’t Soon Be Forgotten” article (link here), and now we are looking towards the future. Global health authorities should be able to bring an end to the ongoing coronavirus (‘COVID-19’) pandemic sooner than many had expected as several vaccines have already been improved for emergency use and several others appear increasingly likely to get approved. Global vaccine distribution activities are currently underway, and this should allow the world to slowly return to pre-pandemic activities. Before then, immense stimulus measures launched primarily in developed nations should support global economic activities until the public health crisis … Read more

There Is Milk At The Store

This article first appeared in the September edition of the High Yield Dividend Newsletter. For more information about this publication, please see here. “Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” — Winston Churchill By Brian Nelson, CFA Very few of us could have imagined that we’d witness the bull market that began on that fateful day in March 2009 that might very well mark a generational low. In 2009, major investment banks around the globe were struggling to survive, and the fallout in the mortgage markets left the banks holding paper that nobody wanted to own, let alone buy. The global financial system … Read more