Nelson: The 16 Most Important Steps To Understand The Stock Market

A previous version of this article appeared on our website July 21, 2013. Refreshed and updated throughout, as of July 2018. By Brian Nelson, CFA After earning my MBA at the University of Chicago Booth School of Business and training stock and credit analysts from large organizations over the past decade or so, I have heard just about every question (though I admit I am still surprised by many things and remain a very humble student of the markets). I’ve also spent years perfecting the discounted cash flow process for large research organizations such as Morningstar and studied under one of the most famed aggressive growth investors of all time, Richard Driehaus. My knowledge runs the gamut from value through … Read more

Valuentum’s Comprehensive Report on Retail Brands

Key Takeaways ·        Valuentum sees four major brand segments o   Ultra-Luxury §  Richemont, Burberry, LVMH, Gucci (Kering), Chanel, Hermes §  Rich heritage brands, economically resilient consumer o   Luxury §  Marc Jacobs, Tory Burch, Ralph Lauren, Tiffany §  Valuable brands, semi-strong barriers to entry o   Aspirational §  Michael Kors, Marc by Marc Jacobs, Coach, North Face §  Popular with younger consumers, strong brand loyalty o   Established §  Nike, Adidas, Under Armour, lululemon, PVH, Express §  Price competitive, exposed to fashion ·        Our favorite dividend idea: Coach ·        Fallen Stars: Guess, Bebe ·        Valuentum’s Take: Brand value is only part of the investment equation Branding has been a powerful force in both marketing and investing for the past century. Companies work hard … Read more

Dividend Increases/Decreases for the Week August 27

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 of February 10

Below we provide a list of firms that raised their dividends during the week ending February 10. 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 $1.50 per share quarterly dividend, was $1.49. Allegion (ALLE): now $0.45 per share quarterly dividend, was $0.41. Ameren (AEE): now $0.63 per share quarterly dividend, was $0.59. American Homes 4 Rent (AMH): now $0.22 per share quarterly dividend, was $0.18. Ametek (AME): now $0.25 per share quarterly dividend, was $0.22. Ares Management (ARES): now $0.77 per share quarterly dividend, was $0.61. … Read more

Dividend Increases/Decreases for the Week of September 8

Below we provide a list of firms that raised their dividends during the week ending September 8. 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                          AIA Group (AAGIY): now HK 0.42 per share interim dividend. Air New Zealand (ANZLY): now NZD 0.013 per share final dividend. The Bank of East Asia, Limited (BKEAY): now $0.0459 per share semi-annual dividend, was $0.0191. bebe stores (BEBE): now $0.04 per share quarterly dividend, was $0.02. Brady (BRC): now $0.235 per share quarterly dividend, was $0.230. BW Offshore (BWOFY): now $0.07 per share … Read more

Dividend Increases/Decreases for the Week of November 1

Below we provide a list of firms that raised their dividends during the week ending November 1. 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                          AbbVie (ABBV): now $1.64 per share quarterly dividend, was $1.55. Adecoagro (AGRO): now $0.174 per share semi-annual dividend, was $0.168. Amcor (AMCR): now $0.1275 per share quarterly dividend, was $0.1250. Associated Banc-Corp (ASB): now $0.23 per share quarterly dividend, was $0.22. Atlas Energy Solution (AESI): now $0.24 per share quarterly dividend, was $0.23. Balfour Beatty plc (BLFBY): now $0.0803 per share semi-annual dividend. Banco … Read more