Dividend Increases/Decreases for the Week November 5

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

Energy Sector In Shambles, Looks to Recover But Headwinds Persist

Image Source: ConocoPhillips – November 2019 Analyst and Investor Meeting IR Presentation Executive Summary: Though raw energy resource pricing is on the rebound, the outlook for the oil and gas industry remains stressed. Global demand for oil and related refined petroleum products remains subdued due to headwinds generated by the ongoing coronavirus (‘COVID-19’) pandemic. The OPEC+ oil cartel has responded by pledging to keep a significant amount of oil output off the market for an extended time. However, raw energy resource prices need to go much higher and be sustained at elevated levels before the space could become attractive from a longer-term perspective. In our view, the US upstream industry (specifically those in the shale patch) need WTI to move … Read more

Dividend Increases/Decreases for the Week of November 3

Below we provide a list of firms that raised their dividends during the week ending November 3. 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                          AllianceBernstein (AB): now $0.65 per share quarterly dividend, was $0.61. Amcor (AMCR): now $0.1250 per share quarterly dividend, was $0.1225. American Financial (AFG): now $1.50 per share special dividend, was $0.71. Banco Santander (SAN): now $0.085 per share semi-annual dividend, was $0.063. Black Diamond Group Limited (BDI:CA): now CAD 0.03 per share quarterly dividend, was CAD 0.02. Brixmor Property (BRX): now $0.2725 per share … Read more

January 5-9: The Week That Was – Drowning in Crude

By Brian Nelson, CFA The first full week of 2015 was a wild one! Monday and Tuesday brought some hefty losses to the indices, but the middle of the week helped recover most of the ground, only to give some of it back Friday. When all was said and done, however, the S&P 500 still closed comfortably above 2040, a huge leap from just 5-6 years ago. We’re still enjoying the good times, with economic data still coming in relatively sanguine. Like a frog in water, the markets are just waiting for the next shoe to drop, and the Federal Reserve is doing all that it can to assure investors that the Yellen-put is there to prop up the markets should … Read more

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

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

ICYMI: Exxon Mobil’s Bright Growth Outlook

This article originally appeared on our website December 8, 2021. Image Source: Exxon Mobil Corporation – December 2021 IR Presentation By Callum Turcan At the start of December 2021, Exxon Mobil Corporation (XOM) laid out its longer term strategy for the 2020s decade. We are going to cover that outlook, the state of the global energy complex, Exxon Mobil’s stellar and improving financial position, and what to expect going forward. Exxon Mobil is a tremendous enterprise and one of our favorite energy names out there. Outlook Overview The company noted in its early-December update that its capital expenditures would come in around ~$20-$25 billion from 2022-2027. Its investments are focused on its operations in the Permian Basin, Guyana, Brazil, its … Read more

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

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