DHI

Valuentum: Now Bearish, We’ve Been Here Every Step of the Way

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Valuentum Has Been Here Every Step of the Way   From the COVID-19 top in February 2020 to the COVID-19 bottom to the massive bull run through the end of 2021, we’ve been here for you.    2022 started out to be a rough year, catching many by surprise.   But Valuentum stayed positive. When the markets headed south in June, Valuentum stood its ground. On June 14, Valuentum said that “we still believe stocks could make a “huge rebound” in the near term.   We reiterated our views a few days later and on June 19, we said that “investors shouldn’t panic during this bear market” and that “stocks remain an attractive proposition at the moment and a very attractive consideration … Read more

Dividend Increases/Decreases for the Week of November 17

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Below we provide a list of firms that raised their dividends during the week ending November 17. 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                          AECOM (ACM): now $0.22 per share quarterly dividend, was $0.18. Agilent Technologies (A): now $0.236 per share quarterly dividend, was $0.225. Alibaba (BABA): now $1.00/ADS annual dividend. Amkor Technology (AMKR): now $0.07875 per share quarterly dividend, was $0.0750. Artisan Partners Asset Management (APAM): Now $0.65 per share quarterly dividend, was $0.61. BankFirst Capital (BFCC): now $0.90 per share dividend, was $0.85. Berry Global Group … Read more

Still Bullish — Stocks for the Long Run!

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Excuses not to pick stocks are only exposing biases these days. By Brian Nelson, CFA The S&P 500 (SPY), Dow Jones Industrial Average (DIA) and Nasdaq (QQQ) continue to hover near all-time highs, and all appears well. We maintain our bullish take on the markets and believe that we are in the early innings of a long bull market that started following the washout March 2020 during the depths of the COVID-19 meltdown. Stock bull markets tend to average about 4.4 years in duration, with the last one enduring ~11 years, while bear markets are very abrupt, lasting only 11.3 months on average, the last one a very short 1.1 months, according to data from First Trust. We’re about 15 … Read more

Dividend Increases/Decreases for the Week Ending November 11

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Below we provide a list of firms that raised/lowered their dividends during the week ending November 11. 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 AAON (AAON): now $0.13 per share semi-annual dividend, was $0.11. Acadia Realty Trust (AKR): now $0.26 per share quarterly dividend, was $0.25. AmerisourceBergen (ABC): now $0.365 per share quarterly dividend, was $0.34. Atmos Energy (ATO): now $0.45 per share quarterly dividend, was $0.42. Automatic Data Processing (ADP): now $0.57 per share quarterly dividend, was $0.53. BOK Financial (BOKF): now $0.44 per share quarterly dividend, was $0.43. … Read more

Dividend Increases/Decreases for the Week November 12

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Below we provide a list of firms that raised their dividends during the week ending November 12. 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 Angel Oak Mortgage (AOMR): now $0.36 per share quarterly dividend, was $0.12. Assurant (AIZ): now $0.68 per share quarterly dividend, was $0.66. Astec (ASTE): now $0.12 per share quarterly dividend, was $0.11. Atlantica Sustainable Infrastructure (AY): now $0.435 per share quarterly dividend, was $0.430. Atmos Energy (ATO): now $0.68 per share quarterly dividend, was $0.63. Autoliv (ALV): now $0.64 per share quarterly dividend, was $0.62. Automatic … Read more

VIDEO/TRANSCRIPT: 2021 Valuentum Exclusive Call: Inflation Is Good

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Valuentum’s President Brian Michael Nelson, CFA, explains why investors should not fear inflation, why government agencies such as the Fed and Treasury are prioritizing something other than price discovery, why the 10-year Treasury rate is a must-watch metric, and why Valuentum prefers the moaty constituents in large cap growth due to their net cash rich balance sheets, tremendous free cash flow generating potential, and secular growth tailwinds. Transcript: << Valuentum’s Best Ideas On behalf of the Valuentum team, I’d like to present to you our prepared remarks for the Valuentum Exclusive conference call for 2021. It is both an honor and a privilege to share our team’s work with you, and I personally am very grateful for your continued interest … Read more

Dividend Increases/Decreases for the Week of November 1

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Below we provide a list of firms that raised their dividends during the week ending November 1. 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                          AbbVie (ABBV): now $1.64 per share quarterly dividend, was $1.55. Adecoagro (AGRO): now $0.174 per share semi-annual dividend, was $0.168. Amcor (AMCR): now $0.1275 per share quarterly dividend, was $0.1250. Associated Banc-Corp (ASB): now $0.23 per share quarterly dividend, was $0.22. Atlas Energy Solution (AESI): now $0.24 per share quarterly dividend, was $0.23. Balfour Beatty plc (BLFBY): now $0.0803 per share semi-annual dividend. Banco … Read more