DELL

Dell Posts Weak Fiscal Fourth-Quarter Results

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Dell (DELL) reported disappointing fiscal fourth-quarter results Tuesday after the close. Though we will be revisiting our fair value estimate for the personal-computer maker, we don’t expect to make a material change to it. Revenue for the quarter advanced only 2%, to $16 billion, as a 6% jump in services revenue offset roughly flat product revenue. The firm continues to expand its mix of revenue and earnings, and services revenue growth outpaced products revenue advancement in the quarter, which we view positively. Non-GAAP operating income fell 11% in the period, while non-GAAP net income dropped 10% as the company faced higher disk drive costs due to the well-known supply constraints from the recent flooding in Thailand. Share buybacks, however, mitigated … Read more

Dividend Increases/Decreases for the Week February 25

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Below we provide a list of firms that raised their dividends during the week ending February 25. 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 $0.1125 per share quarterly dividend, was $0.1000.           Agnico Eagle (AEM): now $0.40 per share quarterly dividend, was $0.35. Albemarle (ALB): now $0.395 per share quarterly dividend, was $0.390. Alexander & Baldwin (ALEX): now $0.19 per share quarterly dividend, was $0.18. Allison Transmission Holdings (ALSN): now $0.21 per share quarterly dividend, was $0.19. AMERISAFE (AMSF): now $0.31 per share quarterly dividend, was $0.29. Apple … Read more

Dividend Increases/Decreases for the Week of March 3

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Below we provide a list of firms that raised their dividends during the week ending March 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                          Aaron’s (AAN): now $0.125 per share quarterly dividend, was $0.113. Academy Sports and Outdoors (ASO): now $0.09 per share quarterly dividend, was $0.07. Acushnet (GOLF): now $0.195 per share quarterly dividend, was $0.180. Allison Transmission Holdings (ALSN): now $0.23 per share quarterly dividend, was $0.21.   American Eagle Outfitters (AEO): now $0.10 per share quarterly dividend, was $0.18. Best Buy (BBY): now $0.92 per share … Read more

Dividend Increases/Decreases for the Week of March 8

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Below we provide a list of firms that raised their dividends during the week ending March 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                          Academy Sports and Outdoors (ASO): now $0.11 per share quarterly dividend, was $0.09. Acushnet (GOLF): now $0.215 per share quarterly dividend, was $0.195. Algonquin Power & Utilities Corp. PFD SER A (AQN.PR.A:CA): now CAD 0.4110 per share quarterly dividend, was CAD 0.3226. American Express (AXP): now $0.70 per share quarterly dividend, was $0.60. Apollo Bancorp, Inc. (APLO): now $0.56 per share quarterly dividend, was … 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

Bullish News for the Apple Ecosystem

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Wednesday night, we encountered a number of positive data points for Best Ideas Newsletter holding Apple (click ticker for report: ) that support our long thesis. Apple on the Offensive Apple marketing chief Phil Schiller provided some interesting thoughts in a Wall Street Journal interview. Since Steve Jobs passed away, we haven’t heard any of the top brass at Apple make negative comments about Android (click ticker for report: ). The timing might not be coinicidental, as the interview was released the day before Samsung unveils its Galaxy SIV. Schiller criticized the user experience, saying: “When you take an Android device out of the box, you have to sign up to nine accounts with different vendors to get the experience iOS comes … Read more