AMCR

Dividend Increases/Decreases for the Week of November 1

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Below we provide a list of firms that raised their dividends during the week ending November 1. 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 $1.64 per share quarterly dividend, was $1.55. Adecoagro (AGRO): now $0.174 per share semi-annual dividend, was $0.168. Amcor (AMCR): now $0.1275 per share quarterly dividend, was $0.1250. Associated Banc-Corp (ASB): now $0.23 per share quarterly dividend, was $0.22. Atlas Energy Solution (AESI): now $0.24 per share quarterly dividend, was $0.23. Balfour Beatty plc (BLFBY): now $0.0803 per share semi-annual dividend. Banco … Read more

Dividend Increases/Decreases for the Week November 6

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Below we provide a list of firms that raised their dividends during the week ending November 6. 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 Aaron’s (AAN): now $0.045 per share quarterly dividend, was $0.040. Amcor (AMCR): now $0.1175 per share quarterly dividend, was $0.1150. AmerisourceBergen (ABC): now $0.44 per share quarterly dividend, was $0.42. Apartment Investment (AIV): now $8.20 per share special dividend, was $0.41. Banco Santander (Brasil) S.A. (BSBR): now $0.04 per share dividend, was $0.034. Barrick Gold (GOLD): now $0.09 per share quarterly dividend, was $0.08. BG Staffing … Read more

The Price-to-Earnings Ratio Demystified

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By Brian Nelson, CFA The Price-to-Earnings Ratio Demystified The price-to-earnings (P/E) ratio seems so easy, right? The trailing P/E is just the price per share of the stock divided by the annual net diluted earnings per share the firm generated in its last fiscal (calendar) year. The forward P/E is the price per share of the stock divided by next fiscal (calendar) year’s annual net diluted earnings per share of the firm (or the forward 12-month period). The P/E ratio is probably the most well-known measure to help investors compare how cheap or expensive a firm’s shares are, as stock prices, for lack of a better term, are arbitrary. For example, stocks such as Warren Buffett’s Berkshire Hathaway (BRK.A), which … Read more

Things Are Looking Up at Cantel Medical But Many Risks Remain

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Image Source: Cantel Medical Corporation – Fourth Quarter and Full Year Earnings for Fiscal 2020 IR Presentation Executive Summary: Medical device and instrument maker Cantel Medical will be a major beneficiary of recent news regarding the growing chances that a safe and viable COVID-19 vaccine will potentially get approved soon. Though the company’s financial performance has deteriorated in recent fiscal years and organic revenue has faced headwinds, the firm’s upwardly-revised guidance (particularly its sales guidance) for the first quarter of fiscal 2021 was a highly encouraging sign, and Cantel noted that the level of elective medical procedures are starting to stabilize. Its recent October 2019 acquisition of Hu-Friedy’s dental operations will put the company in a better position to compete for … Read more

Valuentum: Now Bearish, We’ve Been Here Every Step of the Way

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Valuentum Has Been Here Every Step of the Way   From the COVID-19 top in February 2020 to the COVID-19 bottom to the massive bull run through the end of 2021, we’ve been here for you.    2022 started out to be a rough year, catching many by surprise.   But Valuentum stayed positive. When the markets headed south in June, Valuentum stood its ground. On June 14, Valuentum said that “we still believe stocks could make a “huge rebound” in the near term.   We reiterated our views a few days later and on June 19, we said that “investors shouldn’t panic during this bear market” and that “stocks remain an attractive proposition at the moment and a very attractive consideration … Read more

7 Hidden Dividend Aristocrats in Industrials

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Image notes: The price-to-fair value ratio shows the relationship between the company’s stock price and our discounted cash-flow derived fair value estimate. Price is what you pay for the stock, while value is what you get. Price and fair value seldom equal. The savvy investor seeks to find stocks whose price is far below an informed forward-looking cash-flow-based fair value estimate of their intrinsic value. The Dividend Cushion ratio is a proprietary Valuentum measure that drives our assessment of the company’s Dividend Safety rating. The forward-looking measure assesses dividend coverage via the cash characteristics of the business. The Dividend Cushion is a ratio that sums the existing net cash (total cash less total long-term debt) a company has on hand … 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

Stock Market Outlook for 2021

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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

The Best Years Are Ahead

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By Brian Nelson, CFA — The wind is at our backs. — The Federal Reserve, Treasury, and regulatory bodies of the U.S. may have no choice but to keep U.S. markets moving higher. The likelihood of the S&P 500 reaching 2,000 ever again seems remote, and I would not be surprised to see 5,000 on the S&P 500 before we see 2,500-3,000, if the latter may be in the cards. The S&P 500 is trading at ~4,100 at the time of this writing. — The high end of our fair value range on the S&P 500 remains just shy of 4,000, but I foresee a massive shift in long-term capital out of traditional bonds into equities this decade (and markets … Read more

Great Year for (Our) High Yield Dividend Ideas! Inquire about the High Yield Dividend Newsletter!

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“When I highlighted my concerns about MLPs years ago, we were doubted, but we ended up being right. When we warned about the value factor, we were told the quants had solved the market, but we ended up being right, with the quant factor having its worst year in 2020 in history. We called the COVID-19 crash and highlighted opportunities for dollar cost averaging near the March 2020 bottom. We were bullish on the huge upswing in 2021, and we avoided the worst areas of 2022 to the point where our publishing suite is doing fantastic this year, if not “outperforming.” When I highlighted the second edition of the book Value Trap, our team released a press release warning about the 60/40 … Read more