ARCO
US Congress Is Getting Ready to Pass a Massive ~$2.2 Trillion Fiscal Stimulus Bill
Image Shown: US equities have started to recover some of their lost ground as the likelihood that the US Congress will pass a massive ~$2.2 trillion fiscal stimulus and emergency spending package, dubbed the CARES Act, has increased significantly over the past week as seen through the bounce in the SPDR S&P 500 ETF Trust (SPY). President Trump has clearly indicated that he intends to sign such a bill into law as soon as possible, with the US House of Representatives expected to take up the legislation this upcoming Friday morning on March 27. By Callum Turcan On March 25, the US Senate worked late into the night to secure a bipartisan compromise on a massive ~$2.2 trillion fiscal stimulus … Read more
Dividend Increases/Decreases for the Week of March 17
Below we provide a list of firms that raised their dividends during the week ending March 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 Alpha Metallurgical (AMR): now $0.44 per share quarterly dividend, was $0.42. Andlauer Healthcare Group (AND:CA): now $0.08 per share quarterly dividend, was $0.07. ANGC Investment Series C Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock (AGNCN): now $0.6213 per share quarterly dividend, was $0.5743. Applied Materials (AMAT): now $0.32 per share quarterly dividend, was $0.26. Arcos Dorados (ARCO): now $0.19 per share annual dividend, was $0.15. … Read more
Update on Wuhan 2019 Novel Coronavirus Outbreak: 31,000+ Infections, 630+ Deaths
Image Source: 2019-nCoV, Centers for Disease Control and Prevention The number of infections and deaths related to the Wuhan 2019 Novel Coronavirus has surged since our last update, but we maintain our view that investors should keep a level head. We continue to wait to add protection to the newsletter portfolios as the market absorbs a massive liquidity injection from the PBOC. By Brian Nelson, CFA The week of trading ending February 7 was a very strange one. Last Sunday, one could have only expected that given the news related to the Wuhan 2019 Novel Coronavirus outbreak, the bad news related to airlines (JETS) and aerospace players–Boeing (BA), in particular–and the speculative frenzy associated with Tesla’s (TSLA) rise, that the … Read more
There Is Milk At The Store
This article first appeared in the September edition of the High Yield Dividend Newsletter. For more information about this publication, please see here. “Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” — Winston Churchill By Brian Nelson, CFA Very few of us could have imagined that we’d witness the bull market that began on that fateful day in March 2009 that might very well mark a generational low. In 2009, major investment banks around the globe were struggling to survive, and the fallout in the mortgage markets left the banks holding paper that nobody wanted to own, let alone buy. The global financial system … Read more
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 of December 22
Below we provide a list of firms that raised their dividends during the week ending December 22. 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 BDO Unibank, Inc. (BDOUY): now $0.0852 per share quarterly dividend, was $0.0847. Beaver Coal Company (BVERS): now $115.00 per share quarterly dividend, was $90.00. Big Banc Split Corp. (TSX:BNK:CA): now CAD 0.12 per share monthly dividend, was CAD 0.0662. Britvic plc (BTVCY): now $0.5477 per share semi-annual dividend, was $0.1830. Calvin B. Taylor Bankshares (TYCB): now $0.40 per share special dividend, was $0.34. China … Read more
Dividend Increases/Decreases for the Week of March 22
Below we provide a list of firms that raised their dividends during the week ending March 22. 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 ABB (ABBNY): now $0.999 per share annual dividend, was $0.916. AIB Group plc (AIBGY): now $0.385 per share annual dividend, was $0.086. American Healthcare REIT (AHR): now $0.25 per share quarterly dividend. Andlauer Healthcare (ANDHF): now CAD 0.10 per share quarterly dividend, was CAD 0.09. Andritz AG (ADRZY): now $0.3463 per share annual dividend, was $0.2837. Arcos Dorados (ARCO): now $0.24 per share annual … Read more