DFT

Prepared Remarks From Nelson Exclusive Conference Call June 30

by

Read President of Investment Research Brian Nelson’s prepared remarks for the yearly roundup conference call, held for Nelson Exclusive members. If you would like to subscribe to the Nelson Exclusive publication, please learn more about the publication here. The Nelson Exclusive publication does not reflect real performance. Performance is hypothetical and does not represent actual trading. Ladies and Gentlemen, Thank you very much for joining us on the first conference call for members of the Nelson Exclusive publication. The first year of the publication has surely been an exciting one for all involved. When I first wrote the introductory letter of the Nelson Exclusive on July 1, 2016, we were well-aware the market had laid down the gauntlet for this publication. … Read more

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

by

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 Ending December 2

by

Below we provide a list of firms that raised/lowered their dividends during the week ending December 2. 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 Atlantica Yield (ABY): now $0.163 per share quarterly dividend, was $0.145. California First National Bancorp (CFNB): now $0.46 per share annual dividend, was $0.44. Canadian Imperial Bank (CM): now C$1.24 per share quarterly dividend, was C$1.21. Capital Southwest (CSWC): now $0.17 per share quarterly dividend, was $0.11. Cass Information Systems (CASS): now $0.23 per share quarterly dividend, was $0.22. CCB Bankshares (CZYB): now $0.09 per share … Read more

Podcast: REITs, Interest Rates and Beyond!

by

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 December 4

by

Below we provide a list of firms that raised/lowered their dividends during the week ending December 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 Bank of Montreal (BMO): now C$0.84 per share quarterly dividend, was C$0.82. C.H. Robinson Worldwide (CHRW): now $0.43 per share quarterly dividend, was $0.38. Canadian Imperial Bank of Commerce (CM): now C$1.15 per share quarterly dividend, was C$0.84. Canadian Western Bank (CBWBF): now $0.23 per share quarterly dividend, was $0.22. Citizens Holding (CIZN): now $0.24 per share quarterly dividend, was $0.23. CoreSite Reality (COR): now $0.53 … Read more

Dividend Increases for the Week Ending December 5

by

Below we provide a list of firms that raised their dividends during the week ending December 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 Agree Realty (ADC): now $0.45 per share quarterly dividend, was $0.43. Alexandria REIT (ARE): now $0.74 per share quarterly dividend, was $0.72. Associated Estates Realty (AEC): now $0.21 per share quarterly dividend, was $0.20. Axis Capital Holdings Limited (AXS): now $0.29 per share quarterly dividend, was $0.27. C.H. Robinson Worldwide (CHRW): now $0.38 per share quarterly dividend, was $0.35. Cameco (CCJ): now C$0.10 per share quarterly … Read more

Dividend Increases for the Week Ending June 7

by

Below we provide a list of firms that upped their dividends for the week ending June 7. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports, please click here. Firms Raising Their Dividends This Week Acme United Corporation (ACU): now $0.08 per share quarterly dividend, was $0.07. Altera Corporation (ALTR): now $0.15 per share quarterly dividend, was $0.10. Concurrent (CCUR): now $0.12 per share quarterly dividend, was $0.06. Cracker Barrel (CBRL): now $0.75 per share quarterly dividend, was $0.50. DuPont Fabros Technology (DFT): now $0.25 per share quarterly dividend, was $0.20. FEI Company (FEIC): now $0.12 per share quarterly dividend, was $0.08. Helmerich & Payne (HP): now $0.50 per … Read more

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

by

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 Ending July 29

by

Below we provide a list of firms that raised/lowered their dividends during the week ending July 29. 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 Agnico Eagle (AEM): now $0.10 per share quarterly dividend, was $0.08. Alon USA Partners (ALDW): now $0.14 per share quarterly dividend, was $0.08. AmeriServ Financial (ASRV): now $0.015 per share quarterly dividend, was $0.01. BancorpSouth (BXS): now $0.125 per share quarterly dividend, was $0.10. BB & T (BBT): now $0.30 per share quarterly dividend, was $0.28. Capital Power (CPXWF): now C$0.39 per share quarterly dividend, was … Read more

Dividend Increases/Decreases for the Week Ending July 28

by

Below we provide a list of firms that raised/lowered their dividends during the week ending July 28. 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 Agnico Eagle (AEM): now $0.10 per share quarterly dividend, was $0.08. Alon USA Partners (ALDW): now $0.14 per share quarterly dividend, was $0.08. AmeriServ Financial (ASRV): now $0.015 per share quarterly dividend, was $0.01. BancorpSouth (BXS): now $0.125 per share quarterly dividend, was $0.10. BB & T (BBT): now $0.30 per share quarterly dividend, was $0.28. Capital Power (CPXWF): now C$0.39 per share quarterly dividend, was … Read more