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Valuentum’s 3 Breakthroughs in the Field of Finance and More

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Valuentum’s President Brian Nelson pauses for a picture before speaking at the CFA Society of Houston in March 2017. By Valuentum Editorial Staff Let’s cover Valuentum’s 3 major breakthroughs in the field of finance. The first one is big and may challenge you to rethink everything you think you know about investing. 1. On a logical framework, Valuentum has debunked John C. Bogle’s landmark syllogism that has paved the way for the concept of index investing. Index investing has been built on a logical shortcoming, whether supported by evidence or not. We think it is important that the investment community know of this. Read (pdf): The “Luck” and “Randomness” of Index Funds (2018), Brian Nelson, CFA See video documentation: /FALLACY_of_Index_Funds To … Read more

Dividend Increases/Decreases for the Week May 14

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Below we provide a list of firms that raised their dividends during the week ending May 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 AirBoss of America (ABSSF): now CAD 0.10 per share quarterly dividend, was CAD 0.07. Alerus Financial (ALRS): now $0.16 per share quarterly dividend, was $0.15. CapStar Financial (CSTR): now $0.06 per share quarterly dividend, was $0.05. Chesapeake Energy (CHK): now $0.34375 per share quarterly dividend. Companhia Siderurgica (SID): now $2.00 per share annual dividend, was $0.002. Curtiss-Wright (CW): now $0.18 per share quarterly dividend, was $0.17. … Read more

Nelson: The 16 Most Important Steps To Understand The Stock Market

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A previous version of this article appeared on our website July 21, 2013. Refreshed and updated throughout, as of July 2018. By Brian Nelson, CFA After earning my MBA at the University of Chicago Booth School of Business and training stock and credit analysts from large organizations over the past decade or so, I have heard just about every question (though I admit I am still surprised by many things and remain a very humble student of the markets). I’ve also spent years perfecting the discounted cash flow process for large research organizations such as Morningstar and studied under one of the most famed aggressive growth investors of all time, Richard Driehaus. My knowledge runs the gamut from value through … Read more

Dividend Increases/Decreases for the Week May 13

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Below we provide a list of firms that raised their dividends during the week ending May 13. 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      Alerus Financial Corporation (ALRS): now $0.18 per share quarterly dividend, was $0.16. Algonquin Power & Utilities (AQN): now $0.1808 per share quarterly dividend, was $0.1706. Birchcliff Energy (BIREF): now CAD 0.02 per share quarterly dividend, was CAD 0.01. Black Stone Minerals (BSM): now $0.40 per share quarterly dividend, was $0.27. Brookline Bancorp (BRKL): now $0.13 per share quarterly dividend, was $0.125. Bunge (BG): now $0.625 per … Read more

Dividend Increases/Decreases for the Week of May 10

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Below we provide a list of firms that raised their dividends during the week ending May 10. 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                          ADENTRA (HDIUF): now CAD 0.14 per share quarterly dividend, was CAD 0.13. Admiral Group plc (AMIGY): now $0.61 per share semi-annual dividend, was $0.16. AerCap (AER): now $0.25 per share quarterly dividend, was $0.24. Allianz (ALIZY): now $1.053 per share annual dividend, was $0.873. Annaly Capital Management, Inc. PFD SER G (NLY.PR.G): now $0.6287 per share quarterly dividend, was $0.6181. ANTA Sports Products Limited … Read more

Stock Market Outlook for 2021

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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

Structural Changes in the Airline and Aerospace Business

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Image Source: Valuentum A version of this article appeared on our website April 28, 2021. By Brian Nelson, CFA The coronavirus pandemic (“COVID-19”) has fundamentally changed how companies do business. Zoom Video (ZM) has made in-person meetings largely redundant while innovative digital-agreement firms such as DocuSign (DOCU) have only contributed to the “anywhere economy.” Though there may be pent-up demand for in-person meetings and handshake agreements as the number of vaccinations for COVID-19 increase across the globe, many businesses may grow to permanently embrace the “anywhere economy” for its efficiencies and cost savings. This will impact the long-term trajectory of business air travel demand, in our opinion, with implications on the normalized intrinsic values of airlines (JETS), jet makers, and … Read more