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Dividend Increases/Decreases for the Week Ending 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 $1.18 per share quarterly dividend, was $1.07. ACCO Brands (ACCO): now $0.065 per share quarterly dividend, was $0.06. Amalgamated Bank (AMAL): now $0.08 per share quarterly dividend, was $0.06. American Assets Trust (AAT): now $0.30 per share quarterly dividend, was $0.28. Arbor Realty Trust (ABR): now $0.030 per share quarterly dividend, was $0.29. Artisan Partners Asset Management (APAM): now $0.65 per share quarterly … Read more

Dividend Increases/Decreases for the Week November 5

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Below we provide a list of firms that raised their dividends during the week ending November 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 AdvanSix (ASIX): now $0.125 per share quarterly dividend. Air Lease (AL): now $0.185 per share quarterly dividend, was $0.160. American Financial (AFG): now $4.00 per share special dividend, was $0.56. America Movil (AMX): now $0.197 per share dividend, was $0.177. AmerisourceBergen (ABC): now $0.46 per share quarterly dividend, was $0.44. APA (APA): now $0.125 per share quarterly dividend, was $0.0625. Arc Resources (AETUF): now CAD 0.10 … Read more

VBI Ratings Not as Impressive As We Would Have Liked in 2022

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Image: How the VBI rating system has ranked equities so far this year. By Brian Nelson, CFA At Valuentum, we use the Valuentum Buying Index (VBI) to source ideas into diversified simulated newsletter portfolios, and the VBI may be most applicable to the simulated Best Ideas Newsletter portfolio, where we generally like to include ideas when they register a high VBI rating and remove them when they register a low VBI rating. We always use the VBI in a portfolio setting and never by itself. But what about the Valuentum Buying Index ratings, themselves? How did they “perform” during 2022 in one of the worst years for stock market investors in history? Well, not as spectacular as we would have … 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 Ending November 6

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Below we provide a list of firms that raised/lowered their dividends during the week ending November 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 Abengoa Yield (ABY): now $0.43 per share quarterly dividend, was $0.40. Amerisource Bergen Corp (ABC): now $0.34 per share quarterly dividend, was $0.29. Andersons (ANDE): now $0.155 per share quarterly dividend, was $0.14. Atmos Energy (ATO): now $0.42 per share quarterly dividend, was $0.39. Calavo Growers (CVGW): now $0.80 per share semi-annual dividend, was $0.75. CDK Global (CDK): now $0.135 per share quarterly dividend, was $0.12. … Read more

There Is Milk At The Store

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This article first appeared in the September edition of the High Yield Dividend Newsletter. For more information about this publication, please see here. “Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” — Winston Churchill By Brian Nelson, CFA Very few of us could have imagined that we’d witness the bull market that began on that fateful day in March 2009 that might very well mark a generational low. In 2009, major investment banks around the globe were struggling to survive, and the fallout in the mortgage markets left the banks holding paper that nobody wanted to own, let alone buy. The global financial system … Read more

Update on Wuhan 2019 Novel Coronavirus Outbreak: 31,000+ Infections, 630+ Deaths

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Image Source: 2019-nCoV, Centers for Disease Control and Prevention The number of infections and deaths related to the Wuhan 2019 Novel Coronavirus has surged since our last update, but we maintain our view that investors should keep a level head. We continue to wait to add protection to the newsletter portfolios as the market absorbs a massive liquidity injection from the PBOC. By Brian Nelson, CFA The week of trading ending February 7 was a very strange one. Last Sunday, one could have only expected that given the news related to the Wuhan 2019 Novel Coronavirus outbreak, the bad news related to airlines (JETS) and aerospace players–Boeing (BA), in particular–and the speculative frenzy associated with Tesla’s (TSLA) rise, that the … 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

Dividend Increases/Decreases for the Week Ending November 4

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Below we provide a list of firms that raised/lowered their dividends during the week ending November 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 Aaron’s (AAN): now $0.0275 per share quarterly dividend, was $0.025. Alliance Bernstein (AB): now $0.45 per share quarterly dividend, was $0.40. American States Water (AWR): now $0.242 per share quarterly dividend, was $0.224. Archrock (AROC): now $0.12 per share quarterly dividend, was $0.095. B&G Foods (BGS): now $0.465 per share quarterly dividend, was $0.42. Big 5 Sporting Goods (BGFV): now $0.15 per share quarterly dividend, was … Read more