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ICYMI: Valuentum’s Improved Stock and ETF Web Pages

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Valuentum has rolled out improved stock and ETF web pages on its website valuentum.com/. Now, subscribers can access key proprietary information on the stock and ETF web pages in addition to the customary stock and ETF reports. Dear reader, We have some exciting news that we can’t wait to share with you! At valuentum.com/, we have rolled out new stock and ETF pages that conveniently include a variety of our proprietary metrics from the Dividend Cushion ratio to the Economic Castle rating and beyond! There’s even mouseover functionality so you can learn about how we define the key metrics across our stock-selection and dividend growth methodologies. You’ll still have access to the stock and dividend reports on the landing pages, … Read more

The “Luck” and “Randomness” of Index Funds

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Please select the image below to download the document. Image shown, page 1 of 14. Tickerized for Valuentum’s coverage universe.

Stocks Stage Comeback, US Government Budget Released

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Image shown: The performance of the Dow Jones Industrial Average since September 2017. The market continues to lick its wounds following the sell-off. We’re watching interest rates and technicals for signs where the market may go next. By Kris Rosemann and Brian Nelson, CFA The US 10-year Treasury yield (TLT, TBT) hit a four-year high before the open February 12, suggesting recent volatility in the equity markets is anything but going away in the near term, despite stocks bouncing back from the rough week that ended February 9. Rising interest rates may not create a financial crisis, but it could challenge the widely-held view that stock prices only increase over long-enough periods of time. After all, the past 40-year bull … Read more

The Sell Off February 5 Remains Minimal Compared to the Gains of Past Years

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Image shown: The SPDR Dow Jones Industrial Average ETF (DIA) share price performance since mid-2009. The pullback the past few days hasn’t amounted to much, but it has caught the attention of investors.   Recent equity market price declines don’t add up to much compared to the huge gains of recent years. Typical bear markets result in the evaporation of nearly 40% of investor wealth, on average. By Kris Rosemann and Brian Nelson, CFA The recent sell-off in equities accelerated in the trading session February 5 as concerns regarding an uptick in inflation (embedded in discount rates within valuation frameworks) and potentially materially tightening monetary policy in the US are weighing on investors’ minds. When the dust finally settled at … Read more

Video: Quants! You’re NOT Measuring VALUE and Nelson’s Theory of Universal Value

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President of Investment Research Brian Nelson defines the concept of universal value and shows how quantitative statistical methods are inextricably linked to those of fundamental, financial, business-model related analysis. Value does not exist in respective process vacuums! Value is universal. Find out why. Running time: ~10 minutes.  Tickerized for Valuentum’s stock and ETF coverage universe. Transcript Hi this is Brian Nelson from Valuentum Securities, and this is the tenth edition of a series that I call “Off the Cuff,” where I get in front of the camera and I talk for ten minutes. This is what we have to talk about today. We have to talk about this concept: The Theory of Universal Value. Value does not exist in vacuums … Read more

Valuentum’s 3 Breakthroughs in the Field of Finance and More

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Valuentum’s President Brian Nelson pauses for a picture before speaking at the CFA Society of Houston in March 2017. By Valuentum Editorial Staff Let’s cover Valuentum’s 3 major breakthroughs in the field of finance. The first one is big and may challenge you to rethink everything you think you know about investing. 1. On a logical framework, Valuentum has debunked John C. Bogle’s landmark syllogism that has paved the way for the concept of index investing. Index investing has been built on a logical shortcoming, whether supported by evidence or not. We think it is important that the investment community know of this. Read (pdf): The “Luck” and “Randomness” of Index Funds (2018), Brian Nelson, CFA See video documentation: /FALLACY_of_Index_Funds To … Read more

Dividend Increases/Decreases for the Week Ending September 2

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Below we provide a list of firms that raised/lowered their dividends during the week ending September 2. 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 Bank of America (BAC): now $0.075 per share quarterly dividend, was $0.05. Bank of Nova Scotia (BNS): now C$0.74 per share quarterly dividend, was C$0.72. Broadcom (AVGO): now $0.51 per share quarterly dividend, was $0.50. Brookfield Infrastructure Partners (BIP): now $0.59 per share quarterly dividend, was $0.57. Campbell Soup (CPB): now $0.35 per share quarterly dividend, was $0.31. Capital Southwest (CSWC): now $0.11 per share quarterly … Read more

Dividend Increases/Decreases for the Week Ending June 3

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Below we provide a list of firms that raised/lowered their dividends during the week ending June 3. 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 $0.53 per share quarterly dividend, was $0.51. Broadcom (AVGO): now $0.50 per share quarterly dividend, was $0.49. Colliers International (CIGI): now C$0.05 per share semi-annual dividend, was C$0.04. Cracker Barrel (CBRL): now $1.15 per share quarterly dividend, was $1.10. Empire State Realty Trust (ESRT): now $0.105 per share quarterly dividend, was $0.085. First National Bank Alaska (FBAK): now $20.00 per share quarterly … Read more

Dividend Increases/Decreases for the Week Ending March 4

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Image: Gulfstream, a General Dynamics company, makes some of the most technologically-advanced business jet aircraft, Charley W. Karl Below we provide a list of firms that raised/lowered their dividends during the week ending March 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 Bank of Nova Scotia (BNS): now C$0.72 per share quarterly dividend, was C$0.70. Big Lots (BIG): now $0.21 per share quarterly dividend, was $0.19. Broadcom (AVGO): now $0.49 per share quarterly dividend, was $0.44. Chatham Lodging Trust (CLDT): now $0.11 per share monthly dividend, was $0.10. Citizen Community Bancorp … Read more

Dividend Increases/Decreases for the Week Ending December 11

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Below we provide a list of firms that raised/lowered their dividends during the week ending December 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 Abbot Labs (ABT): now $0.26 per share quarterly dividend, was $0.24. Avago Technologies (AVGO): now $0.44 per share quarterly dividend, was $0.42. Bristol-Myers Squibb Company (BMY): now $0.38 per share quarterly dividend, was $0.37. Buckle (BKE): now $0.25 per share quarterly dividend, was $0.23. Capella Education (CPLA): now $0.39 per share quarterly dividend, was $0.37. Croghan Bancshares, Inc. (CHBH): now $0.35 per share quarterly dividend, was … Read more