Dividend Increases/Decreases for the Week of August 29

Below we provide a list of firms that raised their dividends during the week ending August 29. 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                          Capital City Bank (CCBG): now $0.26 per share quarterly dividend, was $0.24. EQB (EQB:CA): now $0.55 per share quarterly dividend, was $0.53. Frontline (FRO): now $0.36 per share quarterly dividend, was $0.18. Gold Fields (GFI): now $0.3993 per share semi-annual dividend, was $0.1692. Greif (GEF): now $0.56 per share quarterly dividend, was $0.54. Hafnia (HAFN): now $0.1210 per share quarterly dividend, was $0.1015. Ingredion … Read more

Dividend Increases/Decreases for the Week of August 30

Below we provide a list of firms that raised their dividends during the week ending August 30. 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                          AGL Energy Limited (AGLXY): now $0.1421 per share semi-annual dividend, was $0.0987. ARCA biopharma (ABIO): now $1.59 per share special dividend. Atour Lifestyle Holdings (ATAT): now $0.15 per share, was $0.05. Canadian Western Bank 4.4 PF 5YR 1ST 5 (CWESF): now CAD 0.3982 per share quarterly dividend. Canadian Western Bank NON CUM SER 9 (CWB.PR.D:CA): now CAD 0.4782 per share quarterly dividend. Capital City … 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

Dividend Increases/Decreases for the Week of August 26

Below we provide a list of firms that raised their dividends during the week ending August 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                AEGON (AEG): now EUR 0.11 per share semi-annual dividend, was EUR 0.09. Alpine Income Property Trust (PINE): now $0.275 per share quarterly dividend, was $0.270. Altria (MO): now $0.94 per share quarterly dividend, was $0.90. AngloGold Ashanti (AU): now $0.2935 per share quarterly dividend, was $0.1484. Atrion (ATRI): now $2.15 per share quarterly dividend, was $1.95. Capital City Bank (CCBG): now $0.17 per share quarterly … 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 Ending August 30

Below we provide a list of firms that raised their dividends during the week ending August 30. 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 Atlantica Yield (AY): now $0.40 per share quarterly dividend, was $0.39. Bank of Nova Scotia (BNS): now CAD 0.90 per share quarterly dividend, was CAD 0.87. bebe stores (BEBE): now $0.17 per share quarterly dividend, was $0.125. Canadian Western Bank (CBWBF): now $0.28 per share quarterly dividend, was $0.27. Capital City Bank (CCBG): now $0.13 per share quarterly dividend, was $0.11. Eastgroup Properties (EGP): now $0.75 … Read more

Dividend Increases/Decreases for the Week Ending August 24

Below we provide a list of firms that raised their dividends during the week ending August 24. 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 $0.80 per share quarterly dividend, was $0.70. American Financial Group (AFG): now $1.60 per share quarterly dividend, was $1.40. BancFirst (BANF): now $0.30 per share quarterly dividend, was $0.21.                C&F Financial (CFFI): now $0.36 per share quarterly dividend, was $0.34. Canadian Imperial Bank (CM): now CAD 1.36 per share quarterly dividend, was CAD 1.33. Capital City Bank (CCBG): now $0.09 per share quarterly … Read more

Dividend Increases/Decreases for the Week Ending August 25

Below we provide a list of firms that raised/lowered their dividends during the week ending August 25. 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 $0.66 per share quarterly dividend, was $0.61. Canadian Imperial Bank (CM): now CAD 1.30 per share quarterly dividend, was CAD 1.27. Capital City Bank (CCBG): now $0.07 per share quarterly dividend, was $0.05. Cross Timbers Royalty Trust (CRT): now $0.092836 per share monthly dividend, was $0.077397. Expedia (EXPE): now $0.30 per share quarterly dividend, was $0.28. First Capital (FCAP): now $0.22 per share … Read more

Dividend Increases/Decreases for the Week Ending November 25

Below we provide a list of firms that raised/lowered their dividends during the week ending November 25. 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 Aircastle (AYR): now $0.26 per share quarterly dividend, was $0.24. Aramark (ARMK): now $0.103 per share quarterly dividend, was $0.095. Becton, Dickinson (BDX); now $0.73 per share quarterly dividend, was $0.66. Capital City Bank (CCBG): now $0.05 per share quarterly dividend, was $0.04. Chicago Rivet & Machine (CVR): now $0.20 per share quarterly dividend, was $0.18. First Connecticut (FBNK): now $0.09 per share quarterly dividend, was … Read more