Dividend Increases/Decreases for the Week of January 17

Below we provide a list of firms that raised their dividends during the week ending January 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                          Abbvie (ABBV): now $1.64 per share quarterly dividend, was $1.55. Algoma Central (ALC:CA): now CAD 0.20 per share quarterly dividend, was CAD 0.19. Alpine Banks of Colorado (ALPIB): now $0.21 per share quarterly dividend, was $0.20. Autoscope Technologies (AATC): now $1.05 per share special dividend, was $0.15. BSR Real Estate Investment Trust (HOM.U:CA): now CAD 0.0468 per share monthly dividend, was CAD 0.0467. CI … Read more

Dividend Increases/Decreases for the Week of September 6

Below we provide a list of firms that raised their dividends during the week ending September 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                          AGL Energy Limited (AGLXY): now $0.1421 per share semi-annual dividend, was $0.0987. 6Phillips Edison (PECO): now $0.1025 per share monthly dividend, was $0.0975. AEGON (AEG): now $0.178 per share semi-annual dividend, was $0.172. Brady (BRC): now $0.24 per share quarterly dividend, was $0.23. Clinuvel Pharmaceuticals (CLVLY): now $0.0299 per share annual dividend, was $0.0234. Fairfax Financial Holdings Limited RESET CV PFD I (FFH.PR.I:CA): now … Read more

Dividend Increases/Decreases for the Week of July 5

Below we provide a list of firms that raised their dividends during the week ending July 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                          Bank OZK (OZK): now $0.40 per share quarterly dividend, was $0.39. DouYu International (DOYU): now $9.76 per share special dividend. Lorne Park Capital Partners (LPC:CA): now $0.008 per share quarterly dividend, was $0.007. Medalist Diversified REIT (MDRR): now $0.05 per share quarterly dividend, was $0.02. MV Oil Trust (MVO): now $0.41 per share quarterly dividend, was $0.33. PNC Financial (PNC): now $1.60 per share … Read more

Meta’s Threads Launch Immaterial to Meta But Tragic for Twitter

Image: Threads logo. Meta has launched a Twitter-killer with its new real-time online conversation app, Threads. By Brian Nelson, CFA Big cap tech continues to innovate and encroach upon each other’s territory, and the latest example is Meta’s (META) expansion into real-time online conversation with its new app Threads that competes directly with Elon Musk’s Twitter. Consumers have been looking for an alternative to Twitter after Musk made a number of big changes to keep the bird app afloat, and Meta’s CEO Mark Zuckerberg is now pouncing on the opportunity to take share in this area. Unlike other rival platforms such as Truth Social (DWAC), users of Threads will be able leverage Instagram to log in to Threads and easily … Read more

Valuentum: Outlook for Europe, China Is Bleak

Video: Valuentum’s Associate Director of Research and Co-Portfolio Manager of the simulated newsletter portfolios, Callum Turcan, shares his thoughts about the global economy. Europe is facing considerable pressure from energy prices, while China may face a mortgage meltdown. Join Valuentum for this brief 6 minute video to get up to speed on the goings-on of the global economy and what troubles may be lurking ahead. –——— Brian Nelson owns shares in SPY, SCHG, QQQ, DIA, VOT, BITO, and IWM. Valuentum owns SPY, SCHG, QQQ, VOO, and DIA. Brian Nelson’s household owns shares in HON, DIS, HAS, NKE. Some of the other securities written about in this article may be included in Valuentum’s simulated newsletter portfolios. Contact Valuentum for more information … Read more

Microsoft Is Buying Activision On Way to Becoming Video Game Giant

Image Shown: Microsoft Corporation is buying Activision Blizzard Inc, the largest buyout for a US tech firm ever. Image Source: Microsoft Corporation – January 2022 IR Presentation covering its acquisition of Activision Blizzard Inc By Callum Turcan On January 18, Microsoft Corporation (MSFT) made history by making an all-cash offer to purchase Activision Blizzard Inc (ATVI) for $95 per share. The boards of both companies have already approved the deal. Inclusive of Activision’s net cash position, the deal is worth $68.7 billion which makes it the largest buyout ever for a US tech firm according to CNBC. This deal is expected to close in fiscal 2023 (Microsoft’s fiscal year ends in June). Once it closes, assuming the deal pasts antitrust … Read more

Chinese Stocks Getting Hammered

Image shown: A confluence of factors are driving Chinese stocks lower, not the least of which is heightened regulatory concerns. By Brian Nelson, CFA The collapse in Chinese equities (FXI) (MCHI) during the trading session July 26 is a reminder (again) why you should consider combining momentum with *enterprise valuation* in stocks, as in the Valuentum process. It’s not enough for you to think a stock is undervalued or cheap. The market must agree with you, too. A falling stock price says the market disagrees. Our favorite ideas for consideration are always in the newsletter portfolios, whether the Best Ideas Newsletter portfolio, Dividend Growth Newsletter portfolio, or High Yield Dividend Newsletter portfolio. We do not have any direct exposure to … Read more

Videogaming Business Becoming More and More Attractive

Image Shown: The video game industry has been placing a much greater emphasis on growing their mobile gaming operations in recent years. Part of that strategy has involved leveraging existing IP and well-known gaming titles to appeal to a wide range of users. Image Source: Electronic Arts Inc – Second Quarter of Fiscal 2021 IR Earnings Presentation Executive Summary: Activision Blizzard, Electronic Arts, and Take-Two Interactive Software have pristine balance sheets, stellar cash flow profiles, and their business models are supported by secular growth tailwinds such as the rise of the global middle class (and more broadly, additional households in emerging economies gaining access to the internet), a growing casual and dedicated video game user base across the globe, and … Read more

ICYMI: Time to Consider Buying Chinese Equities? Not Exactly.

This article was originally published August 26, 2021. Image Shown: Shares of Alibaba Group have plummeted over the past year in the wake of Beijing’s crackdown on China’s domestic tech and fintech titans. By Callum Turcan Many would argue that the key event that kicked off Beijing’s ongoing crackdown on its domestic tech giants started back in October 2020 when the once domestically revered entrepreneur Jack Ma, the founder of e-commerce, fintech, payment solutions, and cloud computing giant Alibaba Group (BABA), gave a speech critical of Chinese regulators. A WSJ article published August 20, Jack Ma’s Costliest Business Lesson: China Has Only One Leader, covered the situation in great detail. Mr. Ma noted at the time that he viewed Beijing’s … Read more

Microsoft Soars, Strong Revenue Growth Continues Unabated

Image Shown: Microsoft Corporation put up a solid fiscal third quarter earnings report and we continue to be big fans of the name. Image Source: Microsoft Corporation – Power Point Earnings Presentation Covering the Third Quarter of Fiscal 2022 By Callum Turcan On April 26, Microsoft Corporation (MSFT) reported third quarter earnings for fiscal 2022 (period ended March 31, 2022) that beat both consensus top- and bottom-line estimates. Shares of MSFT jumped higher by ~4%-5% in afterhours trading on April 26 as investors cheered on the good news and its promising near term outlook. Microsoft’s cloud-oriented products and services were a bright spot in the fiscal third quarter and underpinned its impressive pricing power. The firm was able to stay … Read more