EQY

Valuentum Economic Castleâ„¢ Rating Update

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Read: Keeping the Horse Before the Cart: Valuentum’s Economic Castle™ Rating The Economic Castle Focuses on the Magnitude of Economic Value Creation The Valuentum Economic Castle™ rating is an enhancement of the competitive advantage framework (commonly known as economic moat analysis) that has become widespread and ubiquitous within the investing world. Whereas an economic moat framework evaluates a firm on the basis of the sustainability and durability of its competitive advantages, Valuentum’s Economic Castle™ rating evaluates a firm on the basis of the firm’s future economic profit spread (return on invested capital less its weighted average cost of capital). The companies with the strongest Valuentum Economic Castle™ ratings are poised to generate the most economic value for shareholders in the … Read more

Realty Income Still One of Our Favorite Dividend-Focused REITs

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On February 13, the real estate investment trust (REIT) that has a 45-year track record of providing dependable monthly income from real estate reported solid operating results for the fourth quarter of 2013. The ‘Monthly Dividend Company’ has paid an impressive 522 dividends and registered an enviable 74 total dividend increases since 1994. Though we note that the past is only as important as it informs the future, we think the future remains bright for Realty Income. Image Source: Realty Income  The Dividend Growth portfolio holding’s revenue and adjusted funds from operations (AFFO) were both impacted by acquisitive activity (its purchase of American Realty Capital Trust in January 2013), advancing significantly from the same period a year ago. We were … Read more

Dividend Increases/Decreases for the Week Ending February 24

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Below we provide a list of firms that raised/lowered their dividends during the week ending February 24. 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 Albemarie (ALB): now $0.32 per share quarterly dividend, was $0.305. AllianceBernstein (AB): now $0.67 per share quarterly dividend, was $0.45. Ares Management (ARES): now $0.28 per share quarterly dividend, was $0.20. Argo Group (AGII): now $0.27 per share quarterly dividend, was $0.22. Assured Guaranty (AGO): now $0.1425 per share quarterly dividend, was $0.13. Autoliv (ALV): now $0.60 per share quarterly dividend, was $0.58. Bank of Hawaii … Read more