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Top Ten Dividend Growth Stocks to Consider Amid COVID-19

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Image Shown: A look at some of the top dividend growth stocks to consider, companies with strong Dividend Cushion ratios and nice payout growth trajectories, in light of ongoing turbulence in equity markets. The ‘Multiplier’ column multiplies a company’s dividend yield by its Dividend Cushion ratio. Alphabetical order by ticker: AAPL, CSCO, DLR, INTC, JNJ, LLY, MRK, MSFT, NEM, RL By Callum Turcan The novel coronavirus (‘COVID-19’) pandemic continues to wreak havoc on global economies, credit and equity markets, and the livelihoods of many. We sincerely hope everyone stays safe during this pandemic. US equities have sold off aggressively during the past month, with the S&P 500 (SPY) down ~25% year-to-date as of this writing, punishing the names of several … Read more

The Success Equation Book Review: Is the Skill Paradox a Myth in Investing? We Think So

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“If I’d just tried for them dinky singles, I could’ve batted around .600.” – Babe Ruth — “In investing, the trend toward conformity is clear. For example, portfolios today look more like their benchmarks than they did thirty years ago. The average active share, a measure of how different a mutual fund portfolio is compared to its benchmark, has fallen from 75 percent in 1980 to about 60 percent in 2010 in the United States. Leaders in sports as well as in business fear straying too far from convention, even in cases where the convention isn’t all that great (page 174).” – The Success Equation (2012) — This article was originally published October 16, 2020. — By Brian Nelson, CFA — … 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

Dividend Increases/Decreases for the Week Ending 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 AbbVie (ABBV): now $0.96 per share quarterly dividend, was $0.71. AllianceBernstein (AB): now $0.84 per share quarterly dividend, was $0.51. Applied Industrial Technologies (AIT): now $0.30 per share quarterly dividend, was $0.29. Apollo Global Management (APO): now $0.66 per share quarterly dividend, was $0.39. Arch Coal (ARCH): now $0.40 per share quarterly dividend, was $0.35. Auburn National (AUBN): now $0.24 per share quarterly dividend, was $0.23. … Read more

Microsoft Soars, Strong Revenue Growth Continues Unabated

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Image Shown: Microsoft Corporation put up a solid fiscal third quarter earnings report and we continue to be big fans of the name. Image Source: Microsoft Corporation – Power Point Earnings Presentation Covering the Third Quarter of Fiscal 2022 By Callum Turcan On April 26, Microsoft Corporation (MSFT) reported third quarter earnings for fiscal 2022 (period ended March 31, 2022) that beat both consensus top- and bottom-line estimates. Shares of MSFT jumped higher by ~4%-5% in afterhours trading on April 26 as investors cheered on the good news and its promising near term outlook. Microsoft’s cloud-oriented products and services were a bright spot in the fiscal third quarter and underpinned its impressive pricing power. The firm was able to stay … Read more

8 Announcements and Top Research You May Have Missed

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8 Announcements. This article was sent to members via email March 27. By Brian Nelson, CFA Hi everyone, Brian here. Trust you are doing great! Here are eight announcements I want you to be aware of: Everything we do is for our members. We’re very proud of the outperformance of the Best Ideas Newsletter portfolio, that we’ve never had a dividend cut in the Dividend Growth Newsletter portfolio, that our high-yield ideas are holding up very well, and the success rates of the Exclusive capital-appreciation ideas and short-idea considerations are running at approximately 80%. We’re proud to be your research partner. The odds of a Fed rate cut are going up as yield-curve inversion continues to threaten. The risks are more behavioral in … Read more

Economic Roundtable: Quant Quake, Quac-cidental Correlation

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Image Source: Anders Sandberg.  Last week, the markets may have revealed that internals aren’t all that healthy. Major equity markets experienced a “rotation” that reminded many investors of the “quant quake” from August 2007. As Valuentum’s Brian Nelson wrote in Value Trap, “just a few bad days in the market caused a rapid unwinding of many quant long-short strategies (back then). Goldman’s chief financial officer said at the time that the firm was witnessing ‘25-standard deviation moves, several days in a row.’” On the surface, markets last week seemed relatively calm, but as the episode in 2007 revealed the activity last week may just be the calm before the storm. Many are pointing to overcrowded trades in betting against certain … Read more

Dividend Increases/Decreases for the Week Ending February 14

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Below we provide a list of firms that raised their dividends during the week ending February 14. 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 Constitution Bancorp (FCCY): now $0.09 per share quarterly dividend, was $0.07. Agnico Eagle (AEM): now $0.20 per share quarterly dividend, was $0.17. AllianceBernstein (AB): now $0.85 per share quarterly dividend, was $0.63. Amtek (AME): now $0.18 per share quarterly dividend, was $0.14. Ares Management (ARES): now $0.40 per share quarterly dividend, was $0.32. Auburn National (AUBN): now $0.255 per share quarterly dividend, was $0.250. Barrick … Read more

Overweighting Outperformers

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Best Ideas Newsletter portfolio (trading session October 21, interim) — Image: The performance of ideas in the Best Ideas Newsletter portfolio during the trading session October 21. Many of the higher-weighted ideas in the newsletter portfolio (weightings shown here) are propelling the portfolio to relative outperformance. The Best Ideas Newsletter portfolio comprises a portfolio constructed of Valuentum’s best ideas. These are companies that have scored favorably on the Valuentum Buying Index (VBI) and have been included in the newsletter portfolio with consideration of sector diversification and market/economic risk. The Best Ideas Newsletter portfolio is found in the Best Ideas Newsletter, which is released on the 15th of each month. Its archives can be accessed here. Source: Seeking Alpha. — Hi everyone, — As … Read more