DFS

Firms Raising Their Dividends In The Week Ending March 15

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We saw a number of firms raise their dividends during the week ending March 15. To access our dividend reports, please click here. Firms Raising Their Dividends This Week: Alexandria Real Estate Equities (ARE): now $0.60 per share quarterly dividend, was $0.56. Avago Technologies (AVGO): now $0.19 per share quarterly dividend, was $0.17. Capital One Financial (COF): now $0.30 per share quarterly dividend, was $0.05. CapLease (LSE): now $0.0775 per share quarterly dividend, was $0.075. Capstead Mortgage Corporation (CMO): now $0.31 per share quarterly dividend, was $0.30. Cohen & Steers (CNS): now $0.20 per share quarterly dividend, was $0.18. Discover Financial Services (DFS): now $0.20 per share quarterly dividend, was $0.14. Equity LifeStyle (ELS): now $0.50 per share quarterly dividend, was $0.4375. … Read more

Superb Growth Continues at Best Ideas Portfolio Holding eBay

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Not surprisingly, fantastic growth continued during the fourth quarter at Best Ideas Newsletter holding eBay (click ticker for report: ). Revenue surged 18% year-over-year to $4 billion, a touch better than consensus expectations. Earnings per share, on a non-GAAP basis, grew 17% compared to a year ago to $0.70. We continue to like this holding of our Best Ideas Newsletter portfolio. The continued resurgence of the core eBay business continued uninterrupted, as revenue surged 16% year-over-year to $2 billion, which coincided with 16% gross merchandise volume growth ($19.1 billion). While PayPal grabs all the headlines, the performance of eBay’s marketplace has been fantastic over the last several quarters. The eBay marketplace, in our view, has reached a similar positioning as … Read more

Primer on the Banking Sector: Where Are We in the Cycle?

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Image Source: GotCredit Three of our favorite banks are JPMorgan Chase, Bank of America, and US Bancorp. These are three very high-quality institutions which are also very well managed. They all benefit from cultures that encourage the right kind of risk/reward thinking. If these equities start to trade at a meaningful discount to our fair value estimates, they may be are worth considering as long-term investments, in our view. Summary We’ll talk about how banks make money, and the three most important costs of running a bank. The Great Financial Crisis revealed the tremendous risks of banking equities, and we’ll walk through these in depth. We’ll discuss how to conceptualize where we are in the banking cycle, and how that … Read more

American Express Carries Meaningful Credit Risk

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Image Source: American Express Company – First Quarter of 2020 Earnings IR Presentation By Callum Turcan At Valuentum, we are very bullish on the growth trajectory of high-quality payment processing, payment solutions, and financial technology firms. That’s why we include PayPal Holdings Inc (PYPL) and Visa Inc (V) as top-weighted holdings in our Best Ideas Newsletter portfolio. However, please note that what makes those firms appealing is the limited or lack of exposure to credit risk. Visa carries no credit risk and generates revenues through fees collected on transactions conducted with Visa-branded cards, and while PayPal possesses some credit risk, that risk is rather small relative to its overall business. Both firms enable investors to capitalize on the shift to … 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

Dividend Increases/Decreases for the Week Ending July 15

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Below we provide a list of firms that raised/lowered their dividends during the week ending July 15. 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 Antero Midstream (AM): now $0.25 per share quarterly dividend, was $0.235. Basset Furniture (BSET): now $0.10 per share quarterly dividend, was $0.09. Ciner Resources (CINR): now $0.567 per share quarterly dividend, was $0.564. Cummins (CMI): now $1.025 per share quarterly dividend, was $0.975. Discover Financial Services (DFS): now $0.30 per share quarterly dividend, was $0.28. Duke Energy (DUK): now $0.855 per share quarterly dividend, was $0.825. … Read more

ICYMI — Video: Will Hasty Policy Facilitate the Next Leg Down, or Do We Have It Coming Anyway?

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President of Investment Research and award-winning author of Value Trap: Theory of Universal Valuation Brian Nelson explains how US policymakers are stuck between a rock and a hard place, and how the market may be factoring in too high of a probability of a return to normalcy before 2021. This and more in the latest video report. Summary Make sure you review Value Trap on Amazon. Do so here. We think those that bought equities near the bottom of this swoon may be looking to take profits at present levels. The market is currently reflecting an 80%-85% probability of a return to normalcy before 2021, which we believe is too high at this time. Our main concern is that government … Read more