BTI

Philip Morris’ Transformation Continues

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Image Shown: Philip Morris International Inc’s IQOS offering, a heated tobacco unit product (also classified as a “reduced risk product” by the company) that seeks to replicate the experience of traditional cigarettes for smokers in a bid to get those users to switch over to an offering the company views as relatively “safer,” has continued to post solid user base growth of late. We are big fans of Philip Morris and its ongoing transformation and include shares of PM as an idea in the High Yield Dividend Newsletter portfolio. Image Source: Philip Morris International Inc – Second Quarter of 2021 IR Earnings Presentation By Callum Turcan On July 20, the company behind the Marlboro cigarette brand (excluding sales of the … Read more

Dividend Increases/Decreases for the Week of February 16

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Below we provide a list of firms that raised their dividends during the week ending February 16. 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                          Advanced Info Service Public Ltd. ADR (AVIFY): now $0.102 per share semi-annual dividend, was $0.090. Ardmore Shipping (ASC): now $0.21 per share quarterly dividend, was $0.16. British American Tobacco (BTI): now $0.7431 per share quarterly dividend, was $0.7006. Brookfield Reinsurance (BNRE): Now $0.08 per share quarterly dividend, was $0.07. Brunswick (BC): now $0.42 per share quarterly dividend, was $0.40. Cisco (CSCO): now $0.40 per … Read more

Dividend Increases/Decreases for the Week of July 26

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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

2,350-2,750 on the S&P? Could the Coronavirus Catalyze a Financial Crisis?

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Image: We think a rather modest sell-off in the market to the target range of 2,350-2,750 on the S&P 500 is rather reasonable in the wake of one of the biggest economic shocks since the Global Financial Crisis. The chart above shows how far markets have advanced since 2011, and an adjustment lower to the target range of 2,350-2,750 is rather modest in such a context and would only bring markets to late 2018 levels (note red box as the target range). The range reflects ~16x S&P 500 12-month forward earnings estimates, as of February 14, adjusted down 10% due to COVID-19. When companies like Visa talk about a couple percentage points taken off of growth rates, one knows that … Read more

What Really Is the “S” in ESG Investing

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By Valuentum Analysts Back in October, we explored “Putting the Environmental in ESG” investing. In this article, let’s dig deep into the second consideration of ESG (Environmental, Social, and Governance) investing — “Social.” While there has been greater attention paid to the social impact of companies in recent years–from the industries they operate in to the ways they impact their communities–this concept is definitely not a new trend. Investors have always cared about the impact of the companies they invest in. In the past, this idea has been encapsulated in the phrase Socially Responsible Investing (SRI), which is essentially the practice of seeking out companies that have a positive social impact on society. Some even put the earliest origins of … Read more

US Congress Is Getting Ready to Pass a Massive ~$2.2 Trillion Fiscal Stimulus Bill

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Image Shown: US equities have started to recover some of their lost ground as the likelihood that the US Congress will pass a massive ~$2.2 trillion fiscal stimulus and emergency spending package, dubbed the CARES Act, has increased significantly over the past week as seen through the bounce in the SPDR S&P 500 ETF Trust (SPY). President Trump has clearly indicated that he intends to sign such a bill into law as soon as possible, with the US House of Representatives expected to take up the legislation this upcoming Friday morning on March 27. By Callum Turcan On March 25, the US Senate worked late into the night to secure a bipartisan compromise on a massive ~$2.2 trillion fiscal stimulus … Read more

Dividend Increases/Decreases for the Week February 18

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Below we provide a list of firms that raised their dividends during the week ending February 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 Acadia Realty Trust (AKR): now $0.18 per share quarterly dividend, was $0.15. Advance Auto Parts (AAP): now $1.50 per share quarterly dividend, was $1.00. AEGON (AEG): now EUR 0.09 per share semi-annual dividend, was EUR 0.08. AllianceBernstein (AB): now $1.29 per share quarterly dividend, was $0.89. Allstate (ALL): now $0.85 per share quarterly dividend, was $0.81. American Homes 4 Rent (AMH): now $0.18 per share quarterly … Read more

Update: Frequently Asked Questions About Valuentum Securities, Inc.

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What is Valuentum Securities? Valuentum (val∙u∙n∙tum) [val-yoo-en-tuh-m] Securities Inc. is an independent investment research publisher, offering premium equity reports and dividend reports, as well as commentary across all sectors/companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools/products, and more. Independence and integrity remain our core, and we strive to be a champion of the investor. Valuentum is based in the Chicagoland area. Valuentum is not a money manager, broker, or financial advisor. Valuentum is a publisher of financial information. How do I subscribe to Valuentum’s investment research services? 1)    Click the following link: signup-page. 2)    Select your membership plan. 3)    Enter your contact details. 4)    Click ‘Sign Up.’ 5)    Complete your purchase. 6)   Your payment profile may be recurring, so please check … Read more

Philip Morris International Posts Solid Guidance, Cuts Costs

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Image Shown: Excluding foreign currency headwinds, Philip Morris International Inc’s financials held up relatively well during the first half of 2020, all things considered with an eye towards the pandemic. Image Source: Philip Morris International Inc – Second Quarter of 2020 IR Earnings Presentation By Callum Turcan The ongoing coronavirus (‘COVID-19’) pandemic has severely stressed consumer spending in countries all over the globe, and that includes spending on cigarettes and other tobacco products. For a major tobacco company like Philip Morris International Inc (PM), this dynamic weighs negatively on its near-term outlook, though the company is well-positioned to ride out the storm for several reasons. We continue to like Philip Morris International as a holding in the High Yield Dividend … Read more

How to Think About Corporate Tax Reform

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