FRT

Brace for More Volatility

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Image shown: The S&P 500 ETF (SPY) since August of last year. The markets have broken through key support levels, and now support has become resistance. Volatility remains heightened since the low-vol ETN blew up in February. This article is the introduction to both the Dividend Growth Newsletter and High Yield Dividend Newsletter, both of which will be released today due to the holiday January 1. By Brian Nelson, CFA Markets are facing big pressure on the trading session January 3. There’s more to the story than rising interest rates. There’s more to the story than the US-China trade war. There’s more to the story than concerns about the political environment. Price-agnostic (indexing and quant) trading, as I outline in … Read more

Valuentum Stock Screeners

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This article was sent to members via email December 29. That email can be accessed at the link that follows this article. By Brian Nelson, CFA Hi everyone, I wanted to provide an update with respect to Valuentum’s stock screeners. We believe our stock screeners are among the most robust when it comes to providing forward-looking data, or data that is important with respect to the investment decision-making process. We publish screens in each of the monthly newsletters, but we also provide a basic weekly screener for download on the left column of the website, “Download Weekly Stock Screener (xls) — login required.”   We also have other products. The more robust DataScreener, for example, is part of the quarterly Financial … Read more

Market Mayhem — Alerts for Members

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During these extremely volatile times, it’s important to stay focused. On December 15, we informed all of our members to “Pay Attention.” Shortly thereafter, we notified members of the potential for a stock market technical breakdown. This morning, we offered a pre-market briefing about the importance of thinking about portfolio protection. For Best Ideas Newsletter and Dividend Growth Newsletter members: http://campaign.r20.constantcontact.com/render?preview=true&m=1110817109903&ca=e2406cd6-c113-4344-8731-493f33fc44a4&id=preview For High Yield Dividend Newsletter members: http://campaign.r20.constantcontact.com/render?preview=true&m=1110817109903&ca=b3ba530f-38b3-489a-ac96-2961dca89c6b&id=preview For Exclusive members: http://campaign.r20.constantcontact.com/render?preview=true&m=1110817109903&ca=ba6d90c0-4433-48b2-9b8a-aac4ddf9006e&id=preview We’re here for any questions. Please just let us know how we can help! Kind regards, Brian Nelson, CFA  brian@valuentum.com

ETF Analysis: Real Estate

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Please select the image below to download the report.

Valuentum’s Weighted Average Cost of Capital (WACC) Distribution

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The weighted average cost of capital is one of the most subjective measures in corporate finance, but it is also one of the most important ones. “The most important item over time in valuation is obviously interest rates…If interest rates are destined to be at low levels…It makes any stream of earnings from investments worth more money. The bogey is always what government bonds yield….Any investment is worth all the cash you’re going to get out between now and judgment day discounted back. The discounting back is affected by whether you choose interests rates like those of Japan or interest rates like those we had in 1982…When we had 15 percent short-term rates in 1982, it was silly to pay … Read more

Dividend Increases/Decreases for the Week Ending August 3

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Below we provide a list of firms that raised their dividends during the week ending August 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 American States Water (AWR): now $0.275 per share quarterly dividend, was $0.255. Andeavor Logistics (ANDX): now $1.03 per share quarterly dividend, was $1.015. Ares Capital (ARCC): now $0.39 per share quarterly dividend, was $0.38. Astec (ASTE): now $0.11 per share quarterly dividend, was $0.10. BP (BP): now $0.615 per ADS quarterly dividend, was $0.595. BP Midstream Partners (BPMP): now $0.2725 per share quarterly dividend, was $0.2675. … Read more

Dividend Growth Still A Resilient Theme

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Rising interest rates may pose headwinds to yield-sensitive dividend payers, but we think dividend growth investing remains a resilient theme. We’re big fans of the concept of yield-on-cost, but close attention to valuations, free cash flow generation and balance-sheet health will remain critical. By Brian Nelson CFA We’re big fans of dividend growth investing. Identifying strong businesses that generate considerable free cash flow and have healthy balance sheets to cushion against their growing dividends is one of the key themes of the Dividend Growth Newsletter and its simulated portfolio. The concept of yield-on-cost is a very important one, too, and something that any dividend growth investor should be aware of. Scooping up a dividend-paying company that has a juicy dividend … Read more

Study: Valuentum’s Best Ideas Newsletter Portfolio

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To read the study, please click on the image to download the pdf document (pdf).

Realty Income Occupancy Highest in More Than a Decade

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Image source: Realty Income Simulated Dividend Growth Newsletter portfolio idea Realty Income delivered a solid first quarter 2018 report that included impressive occupancy rates, steady adjusted funds from operations growth, and ongoing dividend expansion. By Kris Rosemann As concerns over what the long-term outlook for retail truly is weigh on many retail REITs, Realty Income (O) is not slowing down. Instead, the company is focused on finding the right tenants in the highest quality spaces, and it may just pay off for the REIT as it ended the first quarter of 2018 with its highest quarter-end occupancy rate in more than ten years at 98.6%. To put some context behind that figure, a mere 75 of its 5,326 properties were … Read more

ICYMI: Valuentum’s Improved Stock and ETF Web Pages

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Valuentum has rolled out improved stock and ETF web pages on its website valuentum.com/. Now, subscribers can access key proprietary information on the stock and ETF web pages in addition to the customary stock and ETF reports. Dear reader, We have some exciting news that we can’t wait to share with you! At valuentum.com/, we have rolled out new stock and ETF pages that conveniently include a variety of our proprietary metrics from the Dividend Cushion ratio to the Economic Castle rating and beyond! There’s even mouseover functionality so you can learn about how we define the key metrics across our stock-selection and dividend growth methodologies. You’ll still have access to the stock and dividend reports on the landing pages, … Read more