AMT

Video: Quants! You’re NOT Measuring VALUE and Nelson’s Theory of Universal Value

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President of Investment Research Brian Nelson defines the concept of universal value and shows how quantitative statistical methods are inextricably linked to those of fundamental, financial, business-model related analysis. Value does not exist in respective process vacuums! Value is universal. Find out why. Running time: ~10 minutes.  Tickerized for Valuentum’s stock and ETF coverage universe. Transcript Hi this is Brian Nelson from Valuentum Securities, and this is the tenth edition of a series that I call “Off the Cuff,” where I get in front of the camera and I talk for ten minutes. This is what we have to talk about today. We have to talk about this concept: The Theory of Universal Value. Value does not exist in vacuums … Read more

Dividend Increases/Decreases for the Week Ending September 15

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Below we provide a list of firms that raised/lowered their dividends during the week ending September 15. 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 $0.66 per share quarterly dividend, was $0.64. Argan (AGX): now $1.00 per share annual dividend, was $0.70. Broadridge Financial Solutions (BR): now $0.365 per share quarterly dividend, was $0.33. Curtis-Wright (CW): now $0.15 per share quarterly dividend, was $0.13. Entravision (EVC): now $0.05 per share quarterly dividend, was $0.03125. Farmers & Merchants Bancorp (FMAO): now $0.26 per share quarterly dividend, was $0.25. … Read more

Dividends Increases/Decreases for the Week Ending June 2

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Below we provide a list of firms that raised/lowered their dividends during the week ending June 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 American Tower (AMT): now $0.64 per share quarterly dividend, was $0.62. CoreSite Realty (COR): now $0.90 per share quarterly dividend, was $0.80. KLA-Tencor (KLAC): now $0.59 per share quarterly dividend, was $0.54. Laurentian Bank of Canada (LRCDF): now CAD 0.62 per share quarterly dividend, was CAD 0.61. Lowe’s Companies, Inc. (LOW): now $0.41 per share quarterly dividend, was $0.35. Monro Muffler (MNRO): now $0.18 per share … Read more

Valuentum’s 3 Breakthroughs in the Field of Finance and More

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Valuentum’s President Brian Nelson pauses for a picture before speaking at the CFA Society of Houston in March 2017. By Valuentum Editorial Staff Let’s cover Valuentum’s 3 major breakthroughs in the field of finance. The first one is big and may challenge you to rethink everything you think you know about investing. 1. On a logical framework, Valuentum has debunked John C. Bogle’s landmark syllogism that has paved the way for the concept of index investing. Index investing has been built on a logical shortcoming, whether supported by evidence or not. We think it is important that the investment community know of this. Read (pdf): The “Luck” and “Randomness” of Index Funds (2018), Brian Nelson, CFA See video documentation: /FALLACY_of_Index_Funds To … Read more

Utilities and Telecoms to Benefit Most from Corporate Tax Reduction?

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Image Source: Michael Vadon By Kris Rosemann and Brian Nelson, CFA Speculation over which sectors may be the biggest beneficiaries of the incoming Trump administration has been running rampant in recent weeks, and we’ve received questions from members pertaining to this topic, specifically with respect to the utilities and telecom sectors. In fact, an article in the Financial Times, released mid-November, tabbed the utilities (XLU) and telecom (XTL) spaces as two sectors that may be able to generate outsize earnings improvements thanks to a reduced corporate income tax. But will they truly benefit over the long haul? Let’s walk through our take on the impact a potential reduction in corporate tax rates may provide these two areas. It may not all be … Read more

Dividend Increases/Decreases for the Week Ending June 3

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Below we provide a list of firms that raised/lowered their dividends during the week ending June 3. 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 $0.53 per share quarterly dividend, was $0.51. Broadcom (AVGO): now $0.50 per share quarterly dividend, was $0.49. Colliers International (CIGI): now C$0.05 per share semi-annual dividend, was C$0.04. Cracker Barrel (CBRL): now $1.15 per share quarterly dividend, was $1.10. Empire State Realty Trust (ESRT): now $0.105 per share quarterly dividend, was $0.085. First National Bank Alaska (FBAK): now $20.00 per share quarterly … Read more

Dividend Increases/Decreases for the Week Ending March 11

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Colgate-Palmolive continues to enjoy the benefits of being a Dividend Aristocrat as it garners an elevated multiple as one of the most well-known consumer staples entities. Image source: Fredrick Rubensson Below we provide a list of firms that raised/lowered their dividends during the week ending March 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 Alexandria Real Estate Equities (ARE): now $0.80 per share quarterly dividend, was $0.77. American Tower (AMT): now $0.51 per share quarterly dividend, was $0.49. Citizens Financial Services (CZFS): now $0.415 per share quarterly dividend, was $0.41. Colgate-Palmolive … Read more

Dividend Increases/Decreases for the Week Ending September 11

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Below we provide a list of firms that raised/lowered their dividends during the week ending September 12. 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 $0.46 per share quarterly dividend, was $0.42. Armanino Foods (AMNF): now $0.019 per share quarterly dividend, was $0.018. Atlantic Tele-Network (ATNI): now $0.32 per share quarterly dividend, was $0.29. Brady (BRC): now $0.2025 per share quarterly dividend, was $0.20. Brookfield Canada Office Properties (BOXC): now C$0.1033 per share monthly dividend, was C$0.0797. Fort Dearborn Income Securities (FDI): now $0.1625 per share quarterly … Read more

Valuentum Economic Castleâ„¢ Rating Update

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Read: Keeping the Horse Before the Cart: Valuentum’s Economic Castle™ Rating The Economic Castle Focuses on the Magnitude of Economic Value Creation The Valuentum Economic Castle™ rating is an enhancement of the competitive advantage framework (commonly known as economic moat analysis) that has become widespread and ubiquitous within the investing world. Whereas an economic moat framework evaluates a firm on the basis of the sustainability and durability of its competitive advantages, Valuentum’s Economic Castle™ rating evaluates a firm on the basis of the firm’s future economic profit spread (return on invested capital less its weighted average cost of capital). The companies with the strongest Valuentum Economic Castle™ ratings are poised to generate the most economic value for shareholders in the … Read more