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Dividend Increases/Decreases for the Week of August 26

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Below we provide a list of firms that raised their dividends during the week ending August 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                AEGON (AEG): now EUR 0.11 per share semi-annual dividend, was EUR 0.09. Alpine Income Property Trust (PINE): now $0.275 per share quarterly dividend, was $0.270. Altria (MO): now $0.94 per share quarterly dividend, was $0.90. AngloGold Ashanti (AU): now $0.2935 per share quarterly dividend, was $0.1484. Atrion (ATRI): now $2.15 per share quarterly dividend, was $1.95. Capital City Bank (CCBG): now $0.17 per share quarterly … Read more

Valuentum Weekly: Outsized Energy Exposure Continues to Buoy Newsletter Portfolios

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Image: Light crude oil futures once traded for roughly -$40 (negative $40) during the COVID-19 crisis, but have now rocketed to more than $120 in recent trading. Image Source: TradingView. This note was emailed to members Sunday, March 6, 2022. Markets   The S&P 500, as measured by the SPY, is down 9% year-to-date, a modest pullback, in our view, particularly in light of the fantastic performance the past few years. Though not necessarily welcome, a down year every now and then for the broader market indexes and a modest bear market can only be expected, at times. The Dow Jones Industrial Average, as measured by the DIA, is down more than 7% year-to-date (not too bad), while the Nasdaq–as measured by the … Read more

Newmont’s Third Quarter Earnings Disappoints Though Management Remains Very Shareholder Friendly

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Image Shown: Though Newmont Corporation’s third quarter earnings disappointed, the gold miner remains very shareholder friendly. Image Source: Newmont Corporation – Third Quarter of 2021 IR Earnings Presentation By Callum Turcan One of our favorite mining plays is the gold miner Newmont Corporation (NEM), which has producing assets around the world including in Australia (EWA), Argentina, the Dominican Republic, Ghana, Mexico (EWW), Peru, Suriname, Canada (EWC), and the US. Newmont has a robust development pipeline in those countries via new producing mines and expansion projects (roughly 88% of Newmont’s reserves are in the Americas and Australia), along with potential upside in Japan, Ethiopia, Colombia, and elsewhere. The company’s management team is incredibly shareholder friendly (its quarterly payout has grown from … Read more

Favorite Miner Newmont Shines Bright

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Image Source: Newmont Corporation – June 2021 IR Presentation By Callum Turcan On January 13, 2020, we added shares of Newmont Corporation (NEM) as an idea to the Dividend Growth Newsletter portfolio (link here). The gold miner has a top-notch asset base located in favorable mining jurisdictions with ample reserves to maintain and potentially grow its production base over the coming years. Other than gold, Newmont also produces silver, lead, copper, and zinc. Newmont Shines Bright as Stellar Income Growth Idea When Newmont joined the Dividend Growth Newsletter portfolio its quarterly dividend stood at $0.14 per share, though management had communicated on January 6, 2020, that Newmont was set to increase its quarterly payout up to $0.25 per share starting … Read more

Newmont Doubles Down on the “Golden Triangle”

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Image Shown: Newmont Corporation has an impressive project pipeline that will help ensure the gold miner’s production levels stay healthy over the decades to come, underpinning its promising long-term cash flow trajectory. We continue to like Newmont as an idea in the Dividend Growth Newsletter portfolio. Image Source: Newmont Corporation – March 2021 IR Presentation By Callum Turcan We include gold miner Newmont Corporation (NEM) as an idea in the Dividend Growth Newsletter portfolio. It is looking quite likely that the White House will soon sign a massive emergency spending package into law after the bill recently passed the Senate and House of Representatives. This emergency spending legislation aims to tackle the coronavirus (‘COVID-19’) pandemic by providing various health care … Read more

Dividend Increases/Decreases for the Week March 12

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Below we provide a list of firms that raised their dividends during the week ending March 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 Americold Realty Trust (COLD): now $0.22 per share quarterly dividend, was $0.21. AngloGold Ashanti (AU): now $0.384 per share annual dividend, was $0.11. Applied Materials (AMAT): now $0.24 per share quarterly dividend, was $0.22. Cango Inc. (CANG): now $1.00/ADS special dividend, was $0.25. Cervus Equipment (CSQPF): now CAD 0.11 per share quarterly dividend, was CAD 0.06. Citrix (CTXS): now $0.37 per share quarterly dividend, was $0.35. … Read more

Dividend Increases/Decreases for the Week Ending March 13

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Below we provide a list of firms that raised their dividends during the week ending March 13. 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 Aberdeen Emerging Markets Equity Income Fund (AEF): now $0.054 per share quarterly dividend, was $0.045. Acushnet Holdings (GOLF): now $0.155 per share quarterly dividend, was $0.140. AGNC INVT 1000 DR REP 1 SRS F PRF (AGNCP): now $0.27222 per share quarterly dividend. Altius Minerals (ATUSF): now CAD 0.05 per share quarterly dividend, was CAD 0.04. American Tower (AMT): now $1.08 per share quarterly dividend, was $1.01. … Read more

Dividend Increases/Decreases for the Week August 27

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Below we provide a list of firms that raised their dividends during the week ending August 27. 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 Alpine Income Property Trust (PINE): now $0.255 per share quarterly dividend, was $0.250. Altria (MO): now $0.90 per share quarterly dividend, was $0.86. Atlanticus Holdings Corporation 7.625% PER PFD B (ATLCP): now $0.4977 per share quarterly dividend. Avnet (AVT): now $0.24 per share quarterly dividend, was $0.22. Bank of Hawaii (BOH): now $0.70 per share quarterly dividend, was $0.67. bebe stores (BEBE): now $0.15 per share … Read more

Dividend Increases/Decreases for the Week March 11

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Below we provide a list of firms that raised 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      AFC Gamma (AFCG): now $0.55 per share quarterly dividend, was $0.50. American Assets Trust (AAT): now $0.32 per share quarterly dividend was $0.30. American Express (AXP): now $0.52 per share quarterly dividend, was $0.43. American Tower (AMT): now $1.40 per share quarterly dividend, was $1.39. AngloGold Ashanti (AU): now $0.145 per share dividend, was $0.059. Applied Materials (AMAT): now $0.26 per share quarterly dividend, was $0.24. … Read more

Dividend Growth Idea Newmont Surging Higher

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Image Shown: Shares of dividend growth idea Newmont Corporation have surged higher since January 2020. By Callum Turcan Rising geopolitical tensions have pushed COMEX gold prices to the $1,900-$2,000 per troy ounce range as of this writing in late March 2022. We added the gold miner Newmont Corporation (NEM) to the Dividend Growth Newsletter portfolio back in January 2020 (link here) to gain modest exposure to the gold industry. Shares of NEM are trading near the high end of our fair value estimate range of $78 per share as of this writing after surging ~31% over the past year. Newmont has a variable dividend policy that includes a base and variable payout. Shares of NEM yield ~2.8% on a trailing … Read more