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Berkshire Hathaway Gets Ready to Put Part of Its Large Cash Pile to Use

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Image Source: Fortune Live Media By Callum Turcan Berkshire Hathaway Inc (BRK.A) (BRK.B), specifically Class B shares trading as BRK.B, is a top holding in Valuentum’s Best Ideas Newsletter portfolio. The massive holding company is invested in much more than just insurance (a portfolio which includes Geico, Cornhusker Casualty Company, General Re, Oak River Insurance Company, and more), Berkshire has exposure to American railroads (through its ownership of BNSF), global consumer goods sales–through its ownership of See’s Candy and stake in Kraft Heinz Company (KHC)–and a slate of other industries. We give shares of BRK.B a fair value estimate of $229, with a fair value range of $183/share – $275/share. As BRK.B trades at the lower end of our fair … Read more

Brace for More Volatility

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Image shown: The S&P 500 ETF (SPY) since August of last year. The markets have broken through key support levels, and now support has become resistance. Volatility remains heightened since the low-vol ETN blew up in February. This article is the introduction to both the Dividend Growth Newsletter and High Yield Dividend Newsletter, both of which will be released today due to the holiday January 1. By Brian Nelson, CFA Markets are facing big pressure on the trading session January 3. There’s more to the story than rising interest rates. There’s more to the story than the US-China trade war. There’s more to the story than concerns about the political environment. Price-agnostic (indexing and quant) trading, as I outline in … Read more

Dividend Increases/Decreases for the Week Ending October 12

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Below we provide a list of firms that raised their dividends during the week ending October 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 A.O. Smith (AOS): now $0.22 per share quarterly dividend, was $0.18. Ameren (AEE): now $0.475 per share quarterly dividend, was $0.4575. Barings BDC Inc (BBDC): now $0.10 per share quarterly dividend, was $0.03. Brown & Brown Insurance (BRO): now $0.08 per share quarterly dividend, was $0.075. Eaton Vance (EV): now $0.35 per share quarterly dividend, was $0.31. Genesis Energy (GEL): now $0.54 per share quarterly dividend, … Read more

Dividend Increases/Decreases for the Week Ending October 13

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Below we provide a list of firms that raised/lowered their dividends during the week ending October 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 Ameren Corporation (AEE): now $0.4575 per share quarterly dividend, was $0.44. Antero Midstream (AM): now $0.34 per share quarterly dividend, was $0.32. Brown & Brown Insurance (BRO): now $0.15 per share quarterly dividend, was $0.135. Civista Bancshares (CIVB): now $0.07 per share quarterly dividend, was $0.06. Clough Global Equity Fund (GLQ): now $0.1188 per share monthly dividend, was $0.1187. Dominion Resources (D): now $0.77 per share … Read more

Dividend Increases/Decreases for the Week Ending October 14

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Below we provide a list of firms that raised/lowered their dividends during the week ending October 14. 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 Ameren (AEE): now $0.44 per share quarterly dividend, was $0.425. Brown & Brown Insurance (BRO): now $0.135 per share quarterly dividend, was $0.1225. Cantel Medical (CMN): now $0.07 per share semi-annual dividend, was $0.06. Eaton Vance (EV): now $0.28 per share quarterly dividend, was $0.265. Gladstone Land (LAND): now $0.0425 per share monthly dividend, was $0.04125. Healthcare Services (HCSG): now $0.185 per share quarterly dividend, was … Read more

The Dividend Dilemma

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One of the core tenets of the Valuentum process not only rests in the all-important price vs. value consideration (see Valuentum’s Brian Nelson talk about that here), but also in “letting winners run.” At first read, these two items appear to be at odds with each other. For example, we preach about getting stocks at a bargain, but yet, we don’t sell holdings when they start to move beyond our estimate of their fair value. What gives? At the Valuentum core, we prefer an entry point that corresponds to the time when shares have substantial valuation and pricing support (i.e. they have high Valuentum Buying Index ratings), and we prefer an exit point when shares have little valuation and pricing … Read more

Valuentum: Now Bearish, We’ve Been Here Every Step of the Way

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Valuentum Has Been Here Every Step of the Way   From the COVID-19 top in February 2020 to the COVID-19 bottom to the massive bull run through the end of 2021, we’ve been here for you.    2022 started out to be a rough year, catching many by surprise.   But Valuentum stayed positive. When the markets headed south in June, Valuentum stood its ground. On June 14, Valuentum said that “we still believe stocks could make a “huge rebound” in the near term.   We reiterated our views a few days later and on June 19, we said that “investors shouldn’t panic during this bear market” and that “stocks remain an attractive proposition at the moment and a very attractive consideration … Read more

Dividend Increases/Decreases for the Week of October 21

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Below we provide a list of firms that raised their dividends during the week ending October 21. 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. Adecoagro (AGRO): now $0.1602 per share semi-annual dividend, was $0.1571. Apple Hospitality (APLE): now $0.08 per share monthly dividend, was $0.07. Armstrong World (AWI): now $0.254 per share quarterly dividend, was $0.231. Bank of the James Financial Group (BOTJ): now $0.08 per share quarterly dividend, was $0.07. Black Stone Minerals (BSM): now $0.45 per … Read more

Dividend Increases/Decreases for the Week October 23

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Below we provide a list of firms that raised their dividends during the week ending October 23. 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 AllianceBernstein (AB): now $0.69 per share quarterly dividend, was $0.61. Alpine Income Property Trust (PINE): now $0.22 per share quarterly dividend, was $0.20. Altra Industrial Motion (AIMC): now $0.06 per share quarterly dividend, was $0.04. America Movil (AMX): now $0.177 per share dividend, was Peso 0.19. American Electric Power (AEP): now $0.74 per share quarterly dividend, was $0.70. Amphenol (APH): now $0.29 per share quarterly dividend, … Read more