Dividend Increases/Decreases for the Week of November 4

Below we provide a list of firms that raised 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                Air Lease (AL): now $0.20 per share quarterly dividend, was $0.18. Amcor (AMCR): now $0.1225 per share quarterly dividend, was $0.1200. American Financial (AFG): now $2.00 per share special dividend, was $0.63. AmerisourceBergen (ABC): now $0.485 per share quarterly dividend, was $0.460. Arbor Realty Trust (ABR): now $0.40 per share quarterly dividend, was $0.39. ARC Resources (ARX:CA): now CAD 0.15 per share quarterly dividend, was … Read more

Dividend Increases/Decreases for the Week of April 19

Below we provide a list of firms that raised their dividends during the week ending April 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                          Absa Group Limited (AGRPY): now $0.57 per share semi-annual dividend, was $0.55. Airbus SE (EADSY): now $0.363 per share annual dividend, was $0.357. Alm. Brand A/S (ABDBY): now $0.1024 per share annual dividend, was $0.0552. Bae Systems plc (BAESY): now $0.902 per share semi-annual dividend, was $0.553. Banca Mediolanum S.p.A. (BNCDY): now $0.617 per share semi-annual dividend, was $0.393. Bar Harbor Bankshares (BHB): now … Read more

Dividend Increases/Decreases for the Week of July 19

Below we provide a list of firms that raised their dividends during the week ending July 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                          Albemarle (ALB): now $0.405 per share quarterly dividend, was $0.400. Atmus Filtration Technologies Inc. (ATMU): now $0.05 per share quarterly dividend. Bank First Corporation (BFC): now $0.40 per share quarterly dividend, was $0.30. C&C Group plc (CCGPY): now $0.0817 per share semi-annual dividend. China Automotive Systems (CAAS): now $0.80 per share special dividend, was $0.18. Citigroup (C): now $0.56 per share quarterly dividend, was … Read more

How to Think About Corporate Tax Reform

2,350-2,750 on the S&P? Could the Coronavirus Catalyze a Financial Crisis?

Image: We think a rather modest sell-off in the market to the target range of 2,350-2,750 on the S&P 500 is rather reasonable in the wake of one of the biggest economic shocks since the Global Financial Crisis. The chart above shows how far markets have advanced since 2011, and an adjustment lower to the target range of 2,350-2,750 is rather modest in such a context and would only bring markets to late 2018 levels (note red box as the target range). The range reflects ~16x S&P 500 12-month forward earnings estimates, as of February 14, adjusted down 10% due to COVID-19. When companies like Visa talk about a couple percentage points taken off of growth rates, one knows that … Read more