AMT

Improving Our Coverage

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Valuentum continues to scour the stock market for new ideas. We’ll be following the set of companies in this list via commentary on our website and a data sheet updated periodically. By Valuentum Analysts The list of companies in the download below were previously covered by our team via 16-page report and dividend report fashion. Going forward, we are now covering these companies with commentary on the website and via a data sheet updated periodically. This will be a much better use of members’ time, especially as members scour our Best Ideas Newsletter, Dividend Growth Newsletter, stock methodology, dividend methodology, and the hundreds of stock valuation reports and dividend reports on our website, available through the Symbol search box.  We … Read more

ICYMI: Interview with Valuentum’s President Brian M. Nelson, CFA

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Catch up with Valuentum’s President Brian M. Nelson, CFA in a recent interview with dividend growth investor Arne Magnus Lorentzen Ulland of the blog stockles. By Brian Nelson, CFA Recently, I was interviewed by Arne Magnus Lorentzen Ulland of the blog stockles. Arne is a dividend growth investor like many of you, and I sincerely hope you enjoy the interview he put together. I’m very grateful for his interest. His questions were fantastic. We discuss why and how I incorporate independence and integrity into the service at Valuentum. We go into detail regarding why Valuentum views stocks the way it does, and how Valuentum combines enterprise valuation and the information contained in prices in its stock-selection process. I discuss the pitfalls … Read more

Economic Commentary: US-Listed Chinese Names, 60-40 Stock-Bond Allocation and More

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There’s an interesting saying that I came across recently…that hits at the most important component of any fiduciary approach: capital preservation. The saying was “Friends don’t let friends buy and hold.” We’ve always employed the Valuentum strategy, which we believe is much more promising than a traditional buy and hold strategy. – Brian Nelson, CFA The US-China trade war continues with reports indicating that the White House is considering delisting Chinese (FXI, MCHI, KWEB) companies on US exchanges. Let’s get more of the Valuentum’s team’s thoughts on these developments as well as other topics that have come to the fore. The latest alert to members is a great prompt to get the conversation started. The Valuentum Team: If we had … Read more

Dividend Increases/Decreases for the Week Ending September 27

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Below we provide a list of firms that raised their dividends during the week ending September 27. 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 Express (AXP): now $0.43 per share quarterly dividend, was $0.39. American Tower (AMT): now $0.95 per share quarterly dividend, was $0.92. Artesian Resources (ARTNA): now $0.2496 per share quarterly dividend, was $0.2459. BancFirst (BANF): now $0.32 per share quarterly dividend, was $0.30. City Holding (CHCO): now $0.57 per share quarterly dividend, was $0.53. CSB Bancorp (CSBB): now $0.28 per share quarterly dividend, was $0.26. DENTSPLY … Read more

Dividend Increases/Decreases for the Week Ending May 24

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Below we provide a list of firms that raised their dividends during the week ending May 24. 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 Advanced Drainage Systems (WMS): now $0.09 per share quarterly dividend, was $0.08. American Tower (AMT): now $0.92 per share quarterly dividend, was $0.90. Ashland (ASH): now $0.275 per share quarterly dividend, was $0.25. AXA Equitable Holdings (EQH): now $0.15 per share quarterly dividend, was $0.13. Canadian Banc Corp (CNDCF): now CAD 0.0948 per share monthly dividend, was CAD 0.09. Cineplex (CPXGF): now CAD 0.15 per share … Read more

Markets Swooning, Expect Extreme Volatility, Finger on Put-Option Trigger

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Image shown: We notified members December 26 that we had  moved  the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio to a “fully invested” position, from a 30% and 20% cash “weighting” at the high end of the range, respectively.  — No change to simulated newsletter portfolios…at this time.  — Hi everyone, — Hope you’re navigating these tumultuous markets well.   — If you recall, during the holiday season last year, we had moved the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio to “fully invested.” See image above (point of the arrow). Because many members were traveling and out of the office, not all were able to read the notification until a week or two after. They were … Read more

ATTN: Advisors and Planners — Disruption Is Looming

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“With the commoditization of investment advice and intense competition from robos and other more cost-efficient solutions, growth-minded advisors want to create bespoke experiences for clients.” — WealthManagement.com By Brian Nelson, CFA Hi Valuentum members, colleagues and friends, Valuentum has a large subscriber base and is one of the most successful paid subscription financial information websites launched this decade. Over the past eight years or so, individuals, financial advisors and money managers from all over the world have subscribed to our services. We pride ourselves on independence and transparency, and we’re a champion of the investor. Today, I’d like to talk directly to our financial advisor, financial planner, and professional money-manager members. You probably already heard the news yesterday: Charles Schwab, which handles … Read more

DG Newsletter Alert, Markets on a Roll! New Highs Coming?

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Image shown: We notified members December 26 that we had moved the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio to a “fully invested” position, from a 30% and 20% cash “weighting” at the high end of the range, respectively. It doesn’t look like the timing could have been much better.  Changes to Dividend Growth Newsletter portfolio Removing Novartis (NVS) -3.5%-5.5% Adding Health Care Select Sector SPDR Fund (XLV) +3.5%-5.5% By Brian Nelson, CFA The back half of 2018 was among the most exciting in Valuentum’s history. For one, we might have made one of our best “market-direction” calls since inception in practically calling the near-term bottom December 26. In hindsight, it’s clear the market had overreacted, but at the time, going to “fully … Read more

Dividend Increases/Decreases for the Week Ending March 8

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Below we provide a list of firms that raised their dividends during the week ending March 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 Aecon (AEGXF): now CAD 0.145 per share quarterly dividend, was CAD 0.125. Americold Realty Trust (COLD): now $0.20 per share quarterly dividend, was $0.1875. American Tower (AMT): now $0.90 per share quarterly dividend, was $0.84. Applied Materials (AMAT): now $0.21 per share quarterly dividend, was $0.20. Armanino Foods of Distinction (AMNF): now $0.025 per share quarterly dividend, was $0.0225. BWX Technologies (BWXT): now $0.17 per share … Read more

Valuentum’s Stock and Data Screens and Screeners

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Let’s go over where to find Valuentum’s stock and data screens and screeners. We believe our stock screeners are among the most robust when it comes to providing forward-looking data, and our data comes straight from our enterprise discounted cash flow models that we use to derive a company’s fair value estimate. By The Valuentum Team In late 2017, we made the decision to transition to providing an updated Excel download each week to members in order to allow them to facilitate any combination of screening criteria they want with respect to our vast amounts of data, whether it be the Valuentum Buying Index, the Dividend Cushion ratio or other. What we’ve found out the past 15 months or so … Read more