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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

Dividend Increases/Decreases for the Week of August 5

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Below we provide a list of firms that raised their dividends during the week ending August 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                1847 Holdings LLC (EFSH): now $0.1313 per share dividend (post one-for-four reverse split), was $0.05. AdvanSix (ASIX): now $0.145 per share quarterly dividend, was $0.125. Alpine Summit Energy Partners, Inc. (ASEPF): now $0.03 per share monthly dividend. Atlantica Sustainable Infrastructure (AY): now $0.445 per share quarterly dividend, was $0.440. Bank of Marin Bancorp (BMRC): now $0.25 per share quarterly dividend, was $0.24. Blue Owl Capital … Read more

Dividend Increases/Decreases for the Week of August 4

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Below we provide a list of firms that raised their dividends during the week ending August 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                          American States Water (AWR): now $0.43 per share quarterly dividend, was $0.40. Artisan Partners Asset Management (APAM): now $0.61 per share quarterly dividend, was $0.50. Atlas Energy Solutions (AESI): now $0.20 per share quarterly dividend. Bank7 (BSVN): now $0.21 per share quarterly dividend, was $0.16. Berry (BRY): now $0.14 per share quarterly dividend, was $0.12. BP (BP): now $0.4362/ADS dividend, was $0.3966. BTS Group … Read more

Seeking Balance: What’s Happening in the Crude Oil and Iron Ore Markets

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Image Source: Sollven Melindo Commodity prices are notoriously volatile as the global markets often struggle to maintain a sustainable balance of supply-demand. Let’s take a look at some recent developments and coming events that are impacting the prices of crude oil and iron ore. By Kris Rosemann We’re not rushing to add any commodity-based exposure at the moment. We have some of course – but we’re not looking to add more to the newsletter portfolios. For starters, the iron ore pricing market appears to be setting itself up for another period of pain, and we’re preaching serious levels of caution for those considering the space as iron-ore prices have already begun to descend from the peak of the puzzling early-2017 … Read more

Top Research and Ideas You May Have Missed

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Is Quant Value Giving Intrinsic Value Investors a Bad Name? Surely, you don’t believe Warren Buffett’s “style” is out of favor? By Brian Nelson, CFA I need to make sure that you’re aware of something very important. The media and perhaps many investment professionals define the concept of “value” as companies with low price-to-book (P/B) ratios, and the concept of “growth” as companies with high price-to-book ratios. This definition of “value” and “growth” and their corresponding returns have been magnified in writings throughout the media and across quantitative research, even in prestigious journals. Warren Buffett has been rallying against most quantitative applications and how “growth” and “value” are defined in popular media and quantitative research for decades.  Here’s one of the Oracle’s most … Read more

Dividend Increases/Decreases for the Week of November 10

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Below we provide a list of firms that raised their dividends during the week ending November 10. 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                          Air Lease (AL): now $0.21 per share quarterly dividend, was $0.20. Airtel Africa Plc (AAFRF): now $0.0238 per share semi-annual dividend. Artesian Resources (ARTNA): now $0.2897 per share quarterly dividend, was $0.2840. Assurant (AIZ): now $0.72 per share quarterly dividend, was $0.70. Atmos Energy (ATO): now $0.805 per share quarterly dividend, was $0.740. Autoliv (ALV): now $0.68 per share quarterly dividend, was $0.66. Automatic … Read more

US Congress Is Getting Ready to Pass a Massive ~$2.2 Trillion Fiscal Stimulus Bill

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Image Shown: US equities have started to recover some of their lost ground as the likelihood that the US Congress will pass a massive ~$2.2 trillion fiscal stimulus and emergency spending package, dubbed the CARES Act, has increased significantly over the past week as seen through the bounce in the SPDR S&P 500 ETF Trust (SPY). President Trump has clearly indicated that he intends to sign such a bill into law as soon as possible, with the US House of Representatives expected to take up the legislation this upcoming Friday morning on March 27. By Callum Turcan On March 25, the US Senate worked late into the night to secure a bipartisan compromise on a massive ~$2.2 trillion fiscal stimulus … Read more

Dividend Increases/Decreases for the Week February 19

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Below we provide a list of firms that raised their dividends during the week ending February 19. 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 Analog Devices (ADI): now $0.69 per share quarterly dividend, was $0.62. Arbor Realty Trust (ABR): now $0.33 per share quarterly dividend, was $0.32. ARC Document Solutions (ARC): now $0.02 per share quarterly dividend, was $0.01. CAI International (CAI): now $0.30 per share quarterly dividend, was $0.25. Canadian General Investments (CGRIF): now CAD 0.22 per share quarterly dividend, was CAD 0.21. Cimarex Energy (XEC): now $0.27 per … Read more

Why Natural Gas Prices are So Low and Will Likely Remain So for Some Time

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The Best Years Are Ahead

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By Brian Nelson, CFA — The wind is at our backs. — The Federal Reserve, Treasury, and regulatory bodies of the U.S. may have no choice but to keep U.S. markets moving higher. The likelihood of the S&P 500 reaching 2,000 ever again seems remote, and I would not be surprised to see 5,000 on the S&P 500 before we see 2,500-3,000, if the latter may be in the cards. The S&P 500 is trading at ~4,100 at the time of this writing. — The high end of our fair value range on the S&P 500 remains just shy of 4,000, but I foresee a massive shift in long-term capital out of traditional bonds into equities this decade (and markets … Read more