AMT

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

Dividend Increases/Decreases for the Week of March 7

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Below we provide a list of firms that raised their dividends during the week ending March 7. 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                          A & W Food Services of Canada Inc. (AW:CA): now $0.4800 per share quarterly dividend, was $0.3748. AAON (AAON): now $0.10 per share quarterly dividend, was $0.08. Academy Sports and Outdoors (ASO): now $0.13 per share quarterly dividend, was $0.11. Acushnet (GOLF): now $0.235 per share quarterly dividend, was $0.215. American Tower (AMT): now $1.70 per share quarterly dividend, was $1.62. Atrium Mortgage Investment … Read more

Netflix’s Subscriber Growth Is Slowing Down, Competition Heating Up

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Image Shown: Netflix Inc’s paid subscriber base is expected to grow at a slower pace in the near term compared to the performance seen in recent years. Image Source: Netflix Inc – Shareholder letter covering the fourth quarter of 2021 By Callum Turcan On January 20, Netflix Inc (NFLX) reported fourth-quarter 2021 earnings after the bell. The video streaming giant met consensus top-line estimates and beat consensus bottom-line estimates last quarter as original content such as the South Korean TV show Squid Game (released September 2021) proved to be quite popular in markets around the globe and helped Netflix retain interest in its service. During Netflix’s latest earnings call, management noted that the violent Squid Game TV show had been … Read more