DEA

Earnings Brief: BOX, CRM, WMT, TOL, HD/LOW

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Image Source: Toll Brothers. Iron Oak at Alamo Creek, Danville, CA.  By Brian Nelson, CFA Let’s cover some trends that may emerge out of the COVID-19 pandemic, including accelerated e-commerce proliferation and its impact on brick-and-mortar giants, as well as an increased likelihood of suburban sprawl that may propel some names while leaving others behind. Box, Inc. According to its website, Box (BOX) is “a leading Cloud Content Management platform that enables organizations to accelerate business processes, power workplace collaboration, and protect their most valuable information, all while working with a best-of-breed enterprise IT stack.” The company’s balance sheet isn’t as clean as we would like given its operating lease liabilities, but it does hold more than $270 million in cash … Read more

Podcast: REITs, Interest Rates and Beyond!

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The Valuentum analyst team talks REITs and the reasons why REIT investors should pay close attention to changes in Treasury rates. Various secular themes across the data center, healthcare, office, and mall REITs are discussed, and an explanation for the sector’s systematically poor raw, unadjusted Dividend Cushion ratios is covered. ~8 mins. Tickerized for various ETFs and the holdings in the VNQ. Brian Nelson, CFA: In September, REITs were officially broken out from the financial sector to their own sector of the S&P 500 — some 30 or so stocks with $600 billion in market capitalization, or about 3% of the S&P 500. Could this change have marked a peak in performance for equity and mortgage REIT stocks? Are investors … Read more

Dividend Increases/Decreases for the Week Ending August 7

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Below we provide a list of firms that raised/lowered their dividends during the week ending August 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 American International Group (AIG): now $0.28 per share quarterly dividend, was $0.125. AmTrust Financial Services (AFSI): now $0.30 per share quarterly dividend, was $0.25. Aqua America (WTR): now $0.178 per share quarterly dividend, was $0.165. Atrion (ATRI): $0.90 per share quarterly dividend, was $0.75. Carlisle (CSL): now $0.30 per share quarterly dividend, was $0.25. Chemed (CHE): now $0.24 per share quarterly dividend, was $0.22. Colony Financial … Read more

Dividend Increases/Decreases for the Week Ending November 6

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Below we provide a list of firms that raised/lowered their dividends during the week ending November 6. 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 Abengoa Yield (ABY): now $0.43 per share quarterly dividend, was $0.40. Amerisource Bergen Corp (ABC): now $0.34 per share quarterly dividend, was $0.29. Andersons (ANDE): now $0.155 per share quarterly dividend, was $0.14. Atmos Energy (ATO): now $0.42 per share quarterly dividend, was $0.39. Calavo Growers (CVGW): now $0.80 per share semi-annual dividend, was $0.75. CDK Global (CDK): now $0.135 per share quarterly dividend, was $0.12. … Read more

Dividend Increases/Decreases for the Week Ending May 6

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Below we provide a list of firms that raised/lowered their dividends during the week ending May 6. 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 Agree Realty Corporation (ADC): now $0.48 per share quarterly dividend, was$0.465. American Campus Communities (ACC): now $0.42 per share quarterly dividend, was $0.40. AMG Advanced Metallurgical Group NV (AMVMF): now €0.11 per share semi-annual dividend, was €0.10. Ardmore Shipping (ASC): now $0.16 per share quarterly dividend, was $0.13. Artesian Resources Corporation (ARTNA): now $0.2249 per share quarterly dividend, was $0.2216. Bank Mutual Corporation (BKMU): now $0.055 … Read more

Dividend Increases/Decreases for the Week Ending November 4

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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 May 5

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Below we provide a list of firms that raised/lowered their dividends during the week ending May 5. 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 American Campus Communities (ACC): now $0.44 per share quarterly dividend, was $0.42. Ameriprise Financial (AMP): now $0.83 per share quarterly dividend, was $0.75. Apple (AAPL): now $0.63 per share quarterly dividend, was $0.57. Arbor Realty Trust (ABR): now $0.18 per share quarterly dividend, was $0.17. Artesian Resources (ARTNA): now $0.2317 per share quarterly dividend, was $0.2283. Barnes Group (B): now $0.14 per share quarterly dividend, was … Read more

Dividend Increases/Decreases for the Week Ending November 3

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Below we provide a list of firms that raised their dividends during the week ending November 3. 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 AllianceBernstein (AB): now $0.51 per share quarterly dividend, was $0.49. Andeavor Logistics (ANDX): now $0.9852 per share quarterly dividend, was $0.971. Arbor Reality Trust (ABR): now $0.19 per share quarterly dividend, was $0.18. Ares Management (ARES): now $0.41 per share quarterly dividend, was $0.31. Artesian Resources (ARTNA): now $0.2352 per share quarterly dividend, was $0.2317. BOK Financial (BOKF): now $0.45 per share quarterly dividend, was $0.44. … 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

Dividend Increases/Decreases for the Week July 30

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Below we provide a list of firms that raised their dividends during the week ending July 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 Alexander & Baldwin (ALEX): now $0.18 per share quarterly dividend, was $0.16. American States Water (AWR): now $0.365 per share quarterly dividend, was $0.335. Arbor Realty Trust (ABR): now $0.35 per share quarterly dividend, was $0.34. Arc Resources (AETUF): now CAD 0.066 per share annual dividend, was CAD 0.060. Ares Capital (ARCC): now $0.41 per share quarterly dividend, was $0.40. Apartment Income REIT (AIRC): now $0.44 … Read more