Dividend Increases/Decreases for the Week of August 22

Below we provide a list of firms that raised their dividends during the week ending August 22. 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                          Altria (MO): now $1.06 per share quarterly dividend, was $1.02. American Financial (AFG): now $0.88 per share quarterly dividend, was $0.80. Automotive Properties Real Estate Investment Trust (APR.UN:CA): now CAD 0.0685 per share monthly dividend, was CAD 0.0670. Avnet (AVT): now $0.35 per share quarterly dividend, was $0.33. Bank7 (BSVN): now $0.27 per share quarterly dividend, was $0.24. Bay Commercial Bank (BCML): now $0.25 … Read more

How Some Members Use Valuentum’s Investment Services

By Brian Nelson, CFA Thank you for your membership to Valuentum. We serve a wide variety of investors, including dividend growth investors, value investors, and pure Valuentum investors, among others. Many different types of investors and professionals use our research and financial analysis in a whole host of applications from individual stock-selection to the evaluation of closed-end funds to an overlay in a money-management setting and beyond. We wanted to make sure that you know that, if you’re a dividend growth or income investor, that there are others that use our website to utilize the Valuentum process, fair value estimates and other metrics. Similarly, if you’re a practitioner of the Valuentum system, I wanted to make sure that you are … Read more

ICYMI: Valuentum’s Brian Nelson on the Latest Howard Marks’ Memo: “Something of Value”

Valuentum’s President of Investment Research Brian Michael Nelson, CFA, explains why there are not really value and growth stocks, why most of the research in quantitative finance is spurious and needs to be redefined on a forward-looking basis, and why enterprise valuation (not the efficient markets hypothesis) should be the organizing principle of finance. Nelson explains his views about valuation, what it means to be a value investor, and investing in the context of Oaktree Capital Howard Marks’ latest memo, “Something of Value,” January 11, 2021. Please don’t forget to give the second edition of the book “Value Trap” a 5-star rating on Amazon here. Thank you for your membership! —– Tickerized for holdings in the IWM. Valuentum members have … Read more

Value Is Not Static and the Qualitative Overlay Is Vital to Our Process

With prudence and care, the Valuentum Buying Index process and its components are carried out. Our analyst team spends most of its time thinking about the intrinsic value of companies within the context of a discounted cash-flow model and evaluating the risk profile of a company’s revenue model. We have checks and balances, too. First, we use a fair value range in our valuation approach as we embrace the very important concept that value is a range and not a point estimate. A relative value overlay as the second pillar helps to add conviction in the discounted cash-flow process, while a technical and momentum overlay seeks to provide confirmation in all of the valuation work. There’s a lot happening behind the scenes even before a VBI rating is published, but it will always be just one factor to consider. Within any process, of course, we value the human, qualitative overlay, which captures a wealth of experience and common sense. We strive to surface our best ideas for members.

Dividend Increases/Decreases for the Week December 11

Below we provide a list of firms that raised 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 Abbott Laboratories (ABT): now $0.45 per share quarterly dividend, was $0.36. Abitibi Royalties (ATBYF): now CAD 0.015 per share monthly dividend, was CAD 0.013. AES (AES): now $0.1505 per share quarterly dividend, was $0.1433. Albany (AIN): now $0.20 per share quarterly dividend, was $0.19. Alexandria Real Estate Equities (ARE): now $1.09 per share quarterly dividend, was $1.06. Alico (ALCO): now $0.18 per share quarterly dividend, was … Read more

Dividend Increases/Decreases for the Week December 10

Below we provide a list of firms that raised their dividends during the week ending December 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 Abbott Laboratories (ABT): now $0.47 per share quarterly dividend, was $0.45. Alexandria Real Estate Equities (ARE): now $1.15 per share quarterly dividend, was $1.12.  AMCON Distributing Company (DIT): now $5.00 per share special dividend, was $0.18.        Amerant Bancorp (AMTB): now $0.06 per share dividend. ARC Document Solutions (ARC): now $0.05 per share quarterly dividend, was $0.02. Aris Water Solutions (ARIS): now $0.07 per share quarterly dividend. … Read more

Dividend Increases/Decreases for the Week of November 18

Below we provide a list of firms that raised their dividends during the week ending November 18. 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                AECOM Technology (ACM): now $0.18 per share quarterly dividend, was $0.15. Agilent Technologies (A): now $0.225 per share quarterly dividend, was $0.210. Alvopetro Energy (ALVOF): now $0.12 per share quarterly dividend, was $0.08. American National Bankshares (AMNB): now $0.30 per share quarterly dividend, was $0.28. Bank7 (BSVN): now $0.16 per share quarterly dividend, was $0.12. BankFirst Capital (BFCC): now $0.85 per share dividend, was $0.68. … Read more

Dividend Increases/Decreases for the Week of August 4

Below we provide a list of firms that raised their dividends during the week ending August 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                          American States Water (AWR): now $0.43 per share quarterly dividend, was $0.40. Artisan Partners Asset Management (APAM): now $0.61 per share quarterly dividend, was $0.50. Atlas Energy Solutions (AESI): now $0.20 per share quarterly dividend. Bank7 (BSVN): now $0.21 per share quarterly dividend, was $0.16. Berry (BRY): now $0.14 per share quarterly dividend, was $0.12. BP (BP): now $0.4362/ADS dividend, was $0.3966. BTS Group … Read more

Dividend Increases/Decreases for the Week of July 26

Below we provide a list of firms that raised their dividends during the week ending July 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                          1st Source (SRCE): now $0.36 per share quarterly dividend, was $0.34. Artisan Partners Asset Management (APAM): now $0.71 per share quarterly dividend, was $0.61. AstraZeneca (AZN): now $1.000 per share interim dividend, was $0.985. Bank of America (BAC): now $0.26 per share quarterly dividend, was $0.24. Bank7 (BSVN): now $0.24 per share quarterly dividend, was $0.21. British American Tobacco (BTI): now 58.88p per share … Read more