ASML Holding Is a Tremendous Enterprise, Holds Fantastic Competitive Position

Image Source: ASML Holding NV – 2021 Annual Report By Callum Turcan The Dutch firm ASML Holding NV (ASML) makes the photolithography systems used by semiconductor foundries to produce “chips” that power the modern economy. In part due to its immense technological lead over its competitors, ASML Holding effectively has a monopoly at the high end of its industry, meaning its photolithography systems are required to produce the most advanced semiconductor components. The company also offers semiconductor equipment services and stands to gain immensely from ongoing growth in its installed equipment base. We’re huge fans of the company. ASML Holding is a firm that we provide ongoing valuation coverage of in our periodic financial statements webinar. Be sure to sign … Read more

Dividend Increases/Decreases for the Week Ending April 26

Below we provide a list of firms that raised their dividends during the week ending April 26. 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 ACNB (ACNB): now $0.25 per share quarterly dividend, was $0.23. AGCO (AGCO): now $0.16 per share quarterly dividend, was $0.15. Agree Realty (ADC): now $0.57 per share quarterly dividend, was $0.555. Alliance Resource Partners (ARLP): now $0.535 per share quarterly dividend, was $0.53. Ameriprise Financial (AMP): now $0.97 per share quarterly dividend, was $0.90. AmeriServ Financial (ASRV): now $0.025 per share quarterly dividend, was $0.02. ASML … Read more

Dividend Increases/Decreases for the Week April 29

Below we provide a list of firms that raised their dividends during the week ending April 29. 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      Adecoagro (AGRO): now $0.1571 per share semi-annual dividend. AGCO (AGCO): now $0.24 per share quarterly dividend, was $0.20. Alexander & Baldwin (ALEX): now $0.20 per share quarterly dividend, was $0.19. Alliance Resource Partners (ARLP): now $0.35 per share quarterly dividend, was $0.25. Altra Industrial Motion (AIMC): now $0.09 per share quarterly dividend, was $0.08. American Water Works (AWK): now $0.655 per share quarterly dividend, was $0.603. … Read more

Dividend Increases/Decreases for the Week of February 7

Below we provide a list of firms that raised their dividends during the week ending February 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                          3M (MMM): now $0.73 per share quarterly dividend, was $0.70. Allegion (ALLE): now $0.51 per share quarterly dividend, was $0.48. AllianceBernstein (AB): now $1.05 per share quarterly dividend, was $0.77. Alpine Income Property Trust (PINE): now $0.285 per share quarterly dividend, was $0.280. Amdocs (DOX): now $0.527 per share quarterly dividend, was $0.479. Ameren (AEE): now $0.71 per share quarterly dividend, was $0.67. American … Read more

Good News for Intel

Image Source: Intel Corporation – January 2020 Presentation By Callum Turcan In this article, we cover recent events in the semiconductor industry and how a bill that was just introduced in the US Congress could positively impact Intel Corporation (INTC). We include shares of INTC as a holding in both our Best Ideas Newsletter and Dividend Growth Newsletter portfolios and continue to like the company for numerous reasons that we will cover in this piece. Shares of INTC yield ~2.2% as of this writing. Introducing the CHIPS for America Act On June 10, a bipartisan group of US lawmakers introduced a bill that would support the existing domestic semiconductor manufacturing industry and encourage a new production facility to be built … Read more

Dividend Increases/Decreases for the Week of July 22

Below we provide a list of firms that raised their dividends during the week ending July 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                1st Source (SRCE): now $0.32 per share quarterly dividend, was $0.31. Bank of America (BAC): now $0.22 per share quarterly dividend, was $0.21. Bluegreen Vacations Holdings Corporation (BVHBB): now $0.15 per share quarterly dividend, was $0.0125. CenterPoint (CNP): now $0.18 per share quarterly dividend, was $0.17. Chesapeake Financial Shares (CPKF): now $0.15 per share quarterly dividend, was $0.14. Citizens Financial (CFG): now $0.42 per share … Read more

Dividend Increases/Decreases for the Week of October 20

Below we provide a list of firms that raised their dividends during the week ending October 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                          1st Source (SRCE): now $0.34 per share quarterly dividend, was $0.32. ACNB (ACNB): now $0.30 per share quarterly dividend, was $0.28. Armstrong World (AWI): now $0.28 per share quarterly dividend, was $0.25.      ASML Holding (ASML): now EUR 1.45 per share interim dividend, was EUR 1.37. Bank of America Corporation Deposit Shs Perp Pfd Shs … Read more

Dividend Increases/Decreases for the Week October 22

Below we provide a list of firms that raised their dividends during the week ending October 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 1st Source (SRCE): now $0.31 per share quarterly dividend, was $0.28. ACNB (ACNB): now $0.26 per share quarterly dividend, was $0.25. Albertsons Companies (ACI): now $0.12 per share quarterly dividend, was $0.10. American Electric Power (AEP): now $0.78 per share quarterly dividend, was $0.74. Armstrong World (AWI): now $0.231 per share quarterly dividend, was $0.210. ASML Holding (ASML): now EURO 1.80 per share interim dividend, was … Read more

Taiwan Semiconductor’s Shares May Have Bottomed

Image: We’re liking the technical bottom forming in Taiwan Semiconductor’s shares. Image Source: TradingView By Brian Nelson, CFA Everyone has their eyes on Taiwan Semiconductor (TSM) these days. The firm is the center of attention with respect to Sino-American relations, and the risk that China may invade Taiwan has added a degree of uncertainty to shares that is almost impossible to quantify within general valuation frameworks. Headquartered in Hsinchu, Taiwan, the world’s largest pure-play semiconductor foundry is a key bellwether for an area within technology that has faced considerable pressure during the past year. However, from our perspective, shares of Taiwan Semiconductor look to have carved out what we believe to be a technical bottom, and the high end of … Read more

Dividend Increases/Decreases for the Week of April 26

Below we provide a list of firms that raised their dividends during the week ending April 26. 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                          ABN AMRO Bank N.V. (AAVMY): now $0.7645 per share semi-annual dividend, was $0.5310. ACNB (ACNB): now $0.32 per share quarterly dividend, was $0.30. Akzo Nobel N.V. (AKZOY): now $0.4497 per share semi-annual dividend, was $0.1125. Alfa Laval Corporate AB (ALFVY): now $0.7097 per share semi-annual dividend, was $0.5735. Alphabet (GOOG): now $0.20 per share quarterly dividend. Amalgamated Bank (AMAL): now $0.15 per share quarterly … Read more