FRT

Top Research and Ideas You May Have Missed

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Is Quant Value Giving Intrinsic Value Investors a Bad Name? Surely, you don’t believe Warren Buffett’s “style” is out of favor? By Brian Nelson, CFA I need to make sure that you’re aware of something very important. The media and perhaps many investment professionals define the concept of “value” as companies with low price-to-book (P/B) ratios, and the concept of “growth” as companies with high price-to-book ratios. This definition of “value” and “growth” and their corresponding returns have been magnified in writings throughout the media and across quantitative research, even in prestigious journals. Warren Buffett has been rallying against most quantitative applications and how “growth” and “value” are defined in popular media and quantitative research for decades.  Here’s one of the Oracle’s most … Read more

Dividend Increases/Decreases for the Week of August 4

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Below we provide a list of firms that raised their dividends during the week ending August 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                          American States Water (AWR): now $0.43 per share quarterly dividend, was $0.40. Artisan Partners Asset Management (APAM): now $0.61 per share quarterly dividend, was $0.50. Atlas Energy Solutions (AESI): now $0.20 per share quarterly dividend. Bank7 (BSVN): now $0.21 per share quarterly dividend, was $0.16. Berry (BRY): now $0.14 per share quarterly dividend, was $0.12. BP (BP): now $0.4362/ADS dividend, was $0.3966. BTS Group … Read more

How to Think About Corporate Tax Reform

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Public Storage Is a High-Quality Income Generation Idea

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Image Shown: Public Storage, a self-storage REIT that is included as an idea in our High Yield Dividend Newsletter portfolio, is a stellar cash flow generator with a bright growth outlook. We are huge fans of the self-storage REIT industry, particularly in the US, due to the ability of companies operating in this space to fully cover their total dividend obligations with their free cash flows. Image Source: Public Storage – March 2022 IR Presentation By Callum Turcan The self-storage industry is an attractive space for investors seeking income generating opportunities, particularly real estate investment trusts (‘REITs’) with a sizable presence in the U.S. market. The self-storage REIT owns economic interests in 2,800+ self-storage properties across the US. Public Storage … 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

Dividend Increases/Decreases for the Week August 6

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Below we provide a list of firms that raised their dividends during the week ending August 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 AllianceBernstein (AB): now $0.91 per share quarterly dividend, was $0.81. Altabancorp (ALTA): now $0.17 per share quarterly dividend, was $0.15. APA (APA): now $1.50 per share special dividend, was $0.025. Banco Santander (Brasil) S.A. (BSBR): now $0.145 per share dividend, was $0.135. Barings BDC (BBDC): now $0.21 per share quarterly dividend, was $0.20. Berry (BRY): now $0.06 per share quarterly dividend, was $0.04. BG Staffing (BGSF): … Read more