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

Dividend Increases/Decreases for the Week September 17

Below we provide a list of firms that raised their dividends during the week ending September 17. 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 AFC Gamma (AFCG): now $0.43 per share quarterly dividend, was $0.38. AG Mortgage Investment Trust (MITT): now $0.21 per share quarterly dividend, was $0.07. American Financial Group (AFG): now $4.00 per share special dividend, was $2.24. American Tower (AMT): now $1.31 per share quarterly dividend, was $1.27. BIOQUAL (BIOQ): now $1.25 per share annual dividend, was $1.10. BRT Apartments (BRT): now $0.23 per share quarterly dividend, … Read more

Why Analytical Experience Matters

Risky industrial cyclicals and recovering banks were the theme behind Bloomberg’s Dividend Tip Sheet, released June 18. We applaud the news outlet’s efforts to put together such a list, but a quick look speaks to the importance of focusing on sustained dividend growth – not just growth alone. A number of these firms will likely fall short of their dividend growth targets in coming years, and some—namely the airlines—will likely have to retract dividend payments within the next decade or so. Income investors have the dual need of income and growth, and this list is lacking in the former. Most constituents on this list yield less than 2%, and out of the four that yield greater than 2% (on a … Read more

Dividend Increases/Decreases for the Week May 20

Below we provide a list of firms that raised their dividends during the week ending May 20. 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 $0.12 per share quarterly dividend, was $0.11. American Tower (AMT): now $1.43 per share quarterly dividend, was $1.40. AMES National (ATLO): now $0.27 per share quarterly dividend, was $0.26. AMMO, Inc. 8.75% PFD SER A (POWWP): now $0.559 per share quarterly dividend, was $0.547. Brigham Minerals (MNRL): now $0.60 per share quarterly dividend, was $0.45. Chubb (CB): now $0.83 per share … Read more

Dividend Increases/Decreases for the Week December 4

Below we provide a list of firms that raised their dividends during the week ending December 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 Absecon Bancorp (ASCN): now $2.00 per share annual dividend. Agree Realty (ADC): now $0.62 per share quarterly dividend, was $0.60. American Tower (AMT); now $1.21 per share quarterly dividend, was $1.14. Angel Oak Financial Strategies Income Term (FINS): now $0.1085 per share monthly dividend, was $0.1010. Axis Capital Holdings (AXS): now $0.42 per share quarterly dividend, was $0.41. Bassett Furniture (BSET): now $0.25 per share special … Read more

Dividend Increases/Decreases for the Week of December 15

Below we provide a list of firms that raised their dividends during the week ending December 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                          Abbott Laboratories (ABT): now $0.55 per share quarterly dividend, was $0.51. Aecon Group Inc. (ARE:CA): now CAD 0.185 per share quarterly dividend, was CAD 0.175. Acme United (ACU): now $0.15 per share quarterly dividend, was $0.14. AES (AES): now $0.1725 per share quarterly dividend, was $0.1659. Alexander & Baldwin (ALEX): now $0.2225 per share quarterly dividend, was $0.2200. American Eagle Outfitters (AEO): now $0.125 … 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

High-Yielding Crown Castle Is One of Our Favorite REITs

Image Shown: We include Crown Castle International Corp as an idea in our High Yield Dividend Newsletter portfolio. Image Source: Crown Castle International Corp – October 2021 IR Presentation By Callum Turcan Crown Castle International Corp (CCI) is a real estate investment trust (‘REIT’) that owns and operates cell towers, fiber networks, and small cell nodes in the US. These assets form the backbone of wireless infrastructure and are key to enabling the domestic rollout of 5G networks and supporting existing 4G networks. We include shares of CCI in our High Yield Dividend Newsletter portfolio as we are big fans of its strong dividend coverage (when taking its ability to tap capital markets into account), impressive growth outlook, and high-quality … Read more

Dividend Increases/Decreases for the Week of December 9

Below we provide a list of firms that raised their dividends during the week ending December 9. 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 $0.51 per share quarterly dividend, was $0.47. ABM Industries (ABM): now $0.22 per share quarterly dividend, was $0.195. AGNC Investment Series C Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock (AGNCN): now $0.5743 per share quarterly dividend was $0.4375. Albany (AIN): now $0.25 per share quarterly dividend, was $0.21. Alexandria Real Estate Equities (ARE): now $1.21 per share quarterly dividend, was $1.18. AltaGas … Read more

Dividend Increases/Decreases for the Week Ending September 16

Below we provide a list of firms that raised/lowered their dividends during the week ending September 16. 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 $0.55 per share quarterly dividend, was $0.53. Condor Hospitality (CDOR): now $0.03 per share quarterly dividend, was $0.01. DTE Energy (DTE): now $0.77 per share quarterly dividend, was $0.73. Enterprise Financial Services (EFSC): now $0.11 per share quarterly dividend, was $0.10. Federated National Holding (FNHC): now $0.08 per share quarterly dividend, was $0.06. Fidelity Nasdaq Composite Index Tracking ETF (ONEQ): now $0.62 … Read more