Black Gold! Crude Oil Prices Leap to ~$50

Key Takeaways: After being negative throughout much of the collapse in energy resource prices during 2014-2015, Valuentum has been market-neutral on the energy sector since October of last year, and the newsletter portfolios have participated in the bounce in energy shares from January 2016 via the Energy Select Sector SPDR (XLE). The Dividend Cushion ratio, which is a forward-looking cash-flow based metric of dividend health, flagged the risk of every dividend cut, without fail, in the Independent Oil & Gas industry in advance of the event: Anadarko (APC), Cenovus (CVE), Cimarex (XEC), Devon Energy (DVN), Noble Energy (NBL), and Range Resources (RRC). We’ll walk through the degree of capital cuts across the Independent Oil & Gas industry, the group’s efforts … Read more

Optimizing Coverage

We’re shifting our coverage around a bit to better allocate resources to areas that are of interest to you! We’re dropping coverage of the following companies, but we plan to add different companies and finetune our analysis in other areas. Every day, we seek to make our service as valuable as it can be! By Christopher Araos Air Industries Group (AIRI) Air Industries focuses on flight safety, including landing gear, engine throttle quadrants and other components. Air Industries makes structural parts for aerospace and defense customers. It focuses on flight safety, including landing gear, engine mounts, throttle quadrants and other components. The company’s products can be found on Sikorski’s UH-60 Blackhawk helicopter, Lockheed’s F-35 Joint Strike Fighter, and Boeing and … Read more

Dividend Increases/Decreases for the Week of March 7

Below we provide a list of firms that raised their dividends during the week ending March 7. 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 & W Food Services of Canada Inc. (AW:CA): now $0.4800 per share quarterly dividend, was $0.3748. AAON (AAON): now $0.10 per share quarterly dividend, was $0.08. Academy Sports and Outdoors (ASO): now $0.13 per share quarterly dividend, was $0.11. Acushnet (GOLF): now $0.235 per share quarterly dividend, was $0.215. American Tower (AMT): now $1.70 per share quarterly dividend, was $1.62. Atrium Mortgage Investment … Read more

Dividend Increases/Decreases for the Week Ending November 4

Below we provide a list of firms that raised/lowered their dividends during the week ending November 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 Aaron’s (AAN): now $0.0275 per share quarterly dividend, was $0.025. Alliance Bernstein (AB): now $0.45 per share quarterly dividend, was $0.40. American States Water (AWR): now $0.242 per share quarterly dividend, was $0.224. Archrock (AROC): now $0.12 per share quarterly dividend, was $0.095. B&G Foods (BGS): now $0.465 per share quarterly dividend, was $0.42. Big 5 Sporting Goods (BGFV): now $0.15 per share quarterly dividend, was … Read more

Dividend Increases/Decreases for the Week Ending November 8

Below we provide a list of firms that raised their dividends during the week ending November 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 Aaron’s (AAN): now $0.04 per share quarterly dividend, was $0.035. Acadia Realty Trust (AKR): now $0.29 per share quarterly dividend, was $0.28. Aircastle (AYR): now $0.32 per share quarterly dividend, was $0.30. Air Lease (AL): now $0.15 per share quarterly dividend, was $0.13. Algoma Central (AGMJF): now CAD 0.11 per share quarterly dividend, was CAD 0.10. Assurant (AIZ): now $0.63 per share quarterly dividend, was $0.60. … Read more