CNXC

Dividend Increases/Decreases for the Week of September 26

by

Below we provide a list of firms that raised their dividends during the week ending September 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                          Accenture (ACN): now $1.63 per share quarterly dividend, was $1.48. Bank of South Carolina (BKSC): now $0.23 per share quarterly dividend, was $0.21. City Holding (CHCO): now $0.87 per share quarterly dividend, was $0.79. Concentrix (CNXC): now $0.36 per share quarterly dividend, was $0.33. First United (FUNC): now $0.26 per share quarterly dividend, was $0.22. Honeywell International (HON): now $1.19 per share quarterly dividend, … Read more

Dividend Increases/Decreases for the Week of September 29

by

Below we provide a list of firms that raised their dividends during the week ending September 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                          Accenture (ACN): now $1.29 per share quarterly dividend, was $1.12. Bancolombia S.A. (CIB): now $0.892 per share quarterly dividend, was $0.852. Bankinter, S.A. (BKNIY): now $0.1105 per share quarterly dividend, was $0.0818. Barratt Development plc (BTDPY): now $0.5893 per share semi-annual dividend, was $0.2535. Bid Corporation Limited (BDDDY): now $0.266 per share semi-annual dividend, was $0.240. CenterPoint (CNP): now $0.20 per share quarterly dividend, … Read more

Large Cap Growth Has More Room To Run

by

“The stylistic area of large cap growth has been one of our favorite areas because of the strong net cash rich, free cash flow generating, secular growth powerhouses that make up much of the space. The image is a rundown of the key Valuentum statistics for the top 15 holdings of the Schwab U.S. Large Cap Growth ETF (SCHG). We believe where large cap growth goes, so does the broader market, considering the hefty weightings of some of these stocks in other broad-based indices. Based on the high end of our fair value estimate range for this group of bellwethers, the broader U.S. markets still have room to run, to the tune of 7%+, despite the many highs already reached … Read more

Dividend Increases/Decreases for the Week October 1

by

Below we provide a list of firms that raised their dividends during the week ending October 1. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports, please use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week American Financial (AFG): now $0.56 per share quarterly dividend, was $0.50. BancFirst (BANF): now $0.36 per share quarterly dividend, was $0.34. Bancolombia S.A. (CIB): now $0.067 per share quarterly dividend, was $0.061. Bank OZK (OZK): now $0.29 per share quarterly dividend, was $0.285. Benefit Street Partners Realty Trust (BESP): now $0.355 per share quarterly dividend. Broadstone Net Lease (BNL): now $0.255 per share quarterly dividend, … Read more

MLP Speak: A Critique of Distributable Cash Flow

by

–> Handout 1: Pitfalls of Distribution Yield Analysis (pdf) –> Handout 2: Linking P/DCF to Enterprise Free Cash Flow Valuation (pdf) Let’s talk about a controversial metric that is used in master limited partnership (MLP) reporting. Just how useful is it, and should it be allowed? By Brian Nelson, CFA It’s been a few years since the fallout in the prices of most master limited partnerships (AMLP), but to me, it still feels like yesterday. We continue to have many concerns about the longevity of the business models of MLPs, and we maintain our view that the operating structure will be challenged over the long haul. New equity and debt funding (issuance) continues to, in part, fuel the distributions of most MLPs, … Read more

Taxes and the Distressed MLP Investor

by

Image show above: Performance of the Alerian MLP ETF. “Perhaps the worst thing about MLPs is that investors can spend more time doing and thinking about tax-related items than actually evaluating the businesses of the underlying entities. This could result in poor investment decisions.” – Brian Nelson, CFA By Brian Nelson, CFA What a sensitive topic for many… Our team presented at the Chicago chapter of the American Association of Individual Investors (AAII) last weekend. It is always an honor and a privilege to have the opportunity to present to such wonderful people! They ask so many great questions. (By the way, I’m working on my schedule for 2017, so if you’d like our team to speak on a topic … Read more

Dividend Increases/Decreases for the Week Ending January 29

by

Below we provide a list of firms that raised/lowered their dividends during the week ending January 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 A.O. Smith (AOS): now $0.24 per share quarterly dividend, was $0.19. AGCO (AGCO): now $0.13 per share quarterly dividend, was $0.12. Apartment Investment (AIV): now $0.33 per share quarterly dividend, was $0.30. Applied Industrial Technologies, Inc. (AIT): now $0.28 per share quarterly dividend, was $0.27. Archrock Inc. (AROC): now $0.1875 per share quarterly dividend, was $0.15. Arthur J. Gallagher (AJG): now $0.38 per share quarterly dividend, … Read more

Stock Market Outlook for 2021

by

By Valuentum Analysts February 8, 2021 2020 was one for the history books. We covered our thoughts and reflections on the past year in our “2020 Won’t Soon Be Forgotten” article (link here), and now we are looking towards the future. Global health authorities should be able to bring an end to the ongoing coronavirus (‘COVID-19’) pandemic sooner than many had expected as several vaccines have already been improved for emergency use and several others appear increasingly likely to get approved. Global vaccine distribution activities are currently underway, and this should allow the world to slowly return to pre-pandemic activities. Before then, immense stimulus measures launched primarily in developed nations should support global economic activities until the public health crisis … Read more

Dividend Increases/Decreases for the Week of October 28

by

Below we provide a list of firms that raised their dividends during the week ending October 28. 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                AbbVie (ABBV): now $1.48 per share quarterly dividend, was $1.41. ACNB (ACNB): now $0.28 per share quarterly dividend, was $0.26. Alliance Resource Partners (ARLP): now $0.50 per share quarterly dividend, was $0.40. American Electric Power (AEP): now $0.83 per share quarterly dividend, was $0.78. Amphenol (APH): now $0.21 per share quarterly dividend, was $0.20. Associated Banc-Corp (ASB): now $0.21 per share quarterly dividend, was $0.20. … Read more

Dividend Increases/Decreases for the Week of September 27

by

Below we provide a list of firms that raised their dividends during the week ending September 27. 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 $0.19 per share quarterly dividend, was $0.18. Accenture (ACN): now $1.48 per share quarterly dividend, was $1.29. B3 S.A. – Brasil, Bolsa, Balcão (BOLSY): now $0.0214 per share quarterly dividend, was $0.0170. BancFirst (BANF): now $0.46 per share quarterly dividend, was $0.43. Bank of South Carolina (BKSC): now $0.19 per share quarterly dividend, was $0.17. Banco de Sabadell, S.A. … Read more