AVGO

Dividend Increases/Decreases for the Week Ending September 4

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Below we provide a list of firms that raised/lowered their dividends during the week ending September 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 Avago Technologies (AVGO): now $0.42 per share quarterly dividend, was $0.40. Eastgroup Properties (EGP): now $0.60 per share quarterly dividend, was $0.57. General Growth Properties (GGP): now $0.18 per share quarterly dividend, was $0.17. IXYS (IXYS): now $0.04 per share quarterly dividend, was $0.035. Ladder Capital (LADR): now $0.275 per share quarterly dividend, was $0.25. National Storage Affiliates (NSA): now $0.19 per share quarterly dividend, was … Read more

Long-time 9-Rated Broadcom Soars!

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The Valuentum Buying Index is a system that is designed to generate new ideas. Firms that register a 9 or 10 on the ranking system are ones that our team digs into to decide whether they pass muster for inclusion into the newsletter portfolios. Not all 9’s and 10’s make the cut, but that doesn’t mean they are poor ideas. Once an idea registers a high rating and is added to the newsletter portfolios, it is held until it registers a low rating — thereby, capturing the pricing cycle from undervalued and “going up” to overvalued and “going down.”  The newsletter portfolios are performing great, and so are some of the recent highly-rated companies! Convergys (CVG) was a company that … Read more

Dividend Increases for the Week Ending December 12

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Below we provide a list of firms that raised their dividends during the week ending December 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 Abbott (ABT): now $0.24 per share quarterly dividend, was $0.22. Avago Technologies (AVGO): now $0.35 per share quarterly dividend, was $0.32. Banco Latinoamericano De Comercio (BLX): now $0.385 per share quarterly dividend, was $0.35. BioMed Realty (BMR): now $0.26 per share quarterly dividend, was $0.25. Bristol-Myers Squibb (BMY): now $0.37 per share quarterly dividend, was $0.36. Buckle (BKE): now $0.23 per share quarterly dividend, was $0.22. Capella … Read more

The Correction: Draghi; Chip, Telecom Warnings; Oil and MLPs

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The equity markets have been under significant pressure the past few weeks, and we think there is further downside to come. Our view is that the equity markets will be lower than today’s levels within the next 6-18 months, if not tomorrow or next week or next month. We’ve taken profits on cyclicals, and we’ve already closed out the put option hedges in both portfolios for a substantial gain (the latest transaction alert email can be accessed here). Europe appears to be in a giant mess again. The region hadn’t been strong by any stretch of the imagination, but we recently picked up material weakness during Ford’s (F) recent analyst day, which in part prompted us to take a very … Read more

Dividend Increases for the Week Ending September 5

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Below we provide a list of firms that raised their dividends during the week ending September 5. 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 Altisource Residential (RESI): now $0.55 per share quarterly dividend, was $0.45. Atrion (ATRI): now $0.75 per share quarterly dividend, was $0.64. Avago Tech (AVGO): now $0.32 per share quarterly dividend, was $0.29. Eastgroup Properties (EGP): now $0.57 per share quarterly dividend, was $0.54. Silver Bay Realty Trust (SBY): now $0.04 per share quarterly dividend, was $0.03. Verizon (VZ): now $0.55 per share quarterly dividend, was $0.53.  >>Last week’s … Read more

Valuentum Economic Castleâ„¢ Rating Update

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Read: Keeping the Horse Before the Cart: Valuentum’s Economic Castle™ Rating The Economic Castle Focuses on the Magnitude of Economic Value Creation The Valuentum Economic Castle™ rating is an enhancement of the competitive advantage framework (commonly known as economic moat analysis) that has become widespread and ubiquitous within the investing world. Whereas an economic moat framework evaluates a firm on the basis of the sustainability and durability of its competitive advantages, Valuentum’s Economic Castle™ rating evaluates a firm on the basis of the firm’s future economic profit spread (return on invested capital less its weighted average cost of capital). The companies with the strongest Valuentum Economic Castle™ ratings are poised to generate the most economic value for shareholders in the … Read more

Dividend Increases for the Week Ending June 6

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Firms Raising Their Dividends This Week Avago (AVGO): now $0.29 per share quarterly dividend, was $0.27. CatchMark Timber Trust (CTT): now $0.125 per share quarterly dividend, was $0.11. FEI Company (FEIC): now $0.25 per share quarterly dividend, was $0.12. Helmerich & Payne (HP): now $0.6875 per share quarterly dividend, was $0.625. UnitedHealth Group (UNH): now $0.375 per share quarterly dividend, was $0.28. >>Last week’s dividend increases.

Focus on a Rules-Based Process Not on Short-term Outcomes

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By Brian Nelson, CFA …you should be skeptical of what investment advice you use and who your sources are. (Investment gurus) give…seemingly solid advice in (their) columns, but (as) it turns out (their) stock picking skills don’t translate so well into the mutual fund industry… …Part of the problem is that you have no idea what they’re actual track record is or the conviction they hold on each recommendation they put out there. The talking heads have no idea what your risk profile and time horizon are. There’s a huge disconnect between financial predictions you read about or see on TV and your personal circumstances. That’s why it’s so important to focus on a rules-based process instead of short-term outcomes. It … Read more

Dividend Increases/Decreases for the Week Ending March 7

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Below we provide a list of firms that raised/lowered 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, please click here (or use our ‘Symbol’ search box in our website header). Firms Raising Their Dividends This Week Agree Realty (ADC): now $0.43 per share quarterly dividend, was $0.41. Altisource Residential Corp (RESI): now $0.40 per share quarterly dividend, was $0.25. Avago Technologies (AVGO): now $0.27 per share quarterly dividend, was $0.25. The Children’s Place (PLCE): now $0.1325 per share quarterly dividend (first ever). Devon Energy (DVN): now $0.24 per share quarterly dividend, was $0.22. Family Dollar Stores (FDO): now … Read more