Dividend Increases/Decreases for the Week of July 18

Below we provide a list of firms that raised their dividends during the week ending July 18. 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                          Banco Santander (Brasil) S.A. (BSBR): now $0.0655 per share quarterly dividend, was $0.0463. Bank of New York Mellon (BK): now $0.53 per share quarterly dividend, was $0.47. Citigroup (C): now $0.60 per share quarterly dividend, was $0.56. Community Financial System (CBU): now $0.47 per share quarterly dividend, was $0.46. Cummins (CMI): now $2.00 per share quarterly dividend, was $1.82. Duke Energy (DUK): now $1.065 … Read more

How Some Members Use Valuentum’s Investment Services

By Brian Nelson, CFA Thank you for your membership to Valuentum. We serve a wide variety of investors, including dividend growth investors, value investors, and pure Valuentum investors, among others. Many different types of investors and professionals use our research and financial analysis in a whole host of applications from individual stock-selection to the evaluation of closed-end funds to an overlay in a money-management setting and beyond. We wanted to make sure that you know that, if you’re a dividend growth or income investor, that there are others that use our website to utilize the Valuentum process, fair value estimates and other metrics. Similarly, if you’re a practitioner of the Valuentum system, I wanted to make sure that you are … Read more

ICYMI: Valuentum’s Brian Nelson on the Latest Howard Marks’ Memo: “Something of Value”

Valuentum’s President of Investment Research Brian Michael Nelson, CFA, explains why there are not really value and growth stocks, why most of the research in quantitative finance is spurious and needs to be redefined on a forward-looking basis, and why enterprise valuation (not the efficient markets hypothesis) should be the organizing principle of finance. Nelson explains his views about valuation, what it means to be a value investor, and investing in the context of Oaktree Capital Howard Marks’ latest memo, “Something of Value,” January 11, 2021. Please don’t forget to give the second edition of the book “Value Trap” a 5-star rating on Amazon here. Thank you for your membership! —– Tickerized for holdings in the IWM. Valuentum members have … Read more

Value Is Not Static and the Qualitative Overlay Is Vital to Our Process

With prudence and care, the Valuentum Buying Index process and its components are carried out. Our analyst team spends most of its time thinking about the intrinsic value of companies within the context of a discounted cash-flow model and evaluating the risk profile of a company’s revenue model. We have checks and balances, too. First, we use a fair value range in our valuation approach as we embrace the very important concept that value is a range and not a point estimate. A relative value overlay as the second pillar helps to add conviction in the discounted cash-flow process, while a technical and momentum overlay seeks to provide confirmation in all of the valuation work. There’s a lot happening behind the scenes even before a VBI rating is published, but it will always be just one factor to consider. Within any process, of course, we value the human, qualitative overlay, which captures a wealth of experience and common sense. We strive to surface our best ideas for members.

Dividend Increases/Decreases for the Week Ending July 24

Below we provide a list of firms that raised their dividends during the week ending July 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 BBX Capital Corporation (BBX): now $1.19 per share special dividend, was $0.0625. Bluegreen Vacations Corporation (BXG): now $1.19 per share special dividend, was $0.13. Bright Scholar Education (BEDU): now $0.12/ADS annual dividend, was $0.10. Bryn Mawr Bank (BMTC): now $0.27 per share quarterly dividend, was $0.26. Camping World (CWH): now $0.09 per share quarterly dividend, was $0.08. Canadian Pacific Railway (CP): now CAD 0.95 per share … Read more

Dividend Increases/Decreases for the Week Ending July 20

Below we provide a list of firms that raised their dividends during the week ending July 20. 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 1st Source (SRCE): now $0.25 per share quarterly dividend, was $0.24. Ally Financial (ALLY): now $0.15 per share quarterly dividend, was $0.13. Antero Midstream GP (AMGP): now $0.125 per share quarterly dividend, was $0.108. Antero Midstream Partners (AM): now $0.415 per share quarterly dividend, was $0.39. AptarGroup (ATR): now $0.34 per share quarterly dividend, was $0.32. Aqua America (WTR): now $0.219 per share quarterly dividend, was … Read more

Dividend Increases for the Week Ending July 24

Below we provide a list of firms that raised their dividends during the week ending July 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 BancorpSouth (BXS): now $0.10 per share quarterly dividend, was $0.075. Bar Harbor Bankshares (BHB): now $0.255 per share quarterly dividend, was $0.25. Baylake Corp (BYLK): now $0.09 per share quarterly dividend, was $0.08. BBCN Bancorp (BBCN): now $0.11 per share quarterly dividend, was $0.10. B&G Foods (BGS): now $0.35 per share quarterly dividend, was $0.34. Chemical Financial (CHFC): now $0.26 per share quarterly dividend, was $0.24. … Read more

Dividend Increases for the Week Ending July 18

Below we provide a list of firms that raised their dividends during the week ending July 18. 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 Bassett Furniture (BSET): now $0.08 per share quarterly dividend, was $0.06. CIT Group (CIT): now $0.15 per share quarterly dividend, was $0.10. Education Realty Trust (EDR): now $0.12 per share quarterly dividend, was $0.11. Fidelity Southern (LION): now $0.09 per share quarterly dividend, was $0.08. Goodyear (GT): now $0.06 per share quarterly dividend, was $0.05. Greene County Bancorp (GCBC): now $0.18 per share quarterly dividend, was … Read more

Dividend Increases/Decreases for the Week Ending July 22

Below we provide a list of firms that raised/lowered their dividends during the week ending July 22. 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 AltaGas (ATGFF): now C$0.175 per share monthly dividend, was C$0.165. Bar Harbor Bankshares (BHB): now $0.275 per share quarterly dividend, was $0.27. Blackstone (BX): now $0.36 per share quarterly dividend, was $0.28. Bryn Mawr Bank (BMTC): now $0.21 per share quarterly dividend, was $0.20. Citigroup (C): now $0.16 per share quarterly dividend, was $0.05. Cone Midstream Partners (CNNX): now $0.254 per share quarterly dividend, was $0.245. … Read more

Dividend Increases/Decreases for the Week Ending July 21

Below we provide a list of firms that raised/lowered their dividends during the week ending July 21. 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 Ally Financial (ALLY): now $0.12 per share quarterly dividend, was $0.08. Bank of New York Mellon (BK): now $0.24 per share quarterly dividend, was $0.19. Bryn Mawr Bank (BMTC): now $0.22 per share quarterly dividend, was $0.21. Cambridge Bancorp (CATC): now $0.47 per share quarterly dividend, was $0.46. Citigroup (C): now $0.32 per share quarterly dividend, was $0.16. Chemical Financial (CHFC): now $0.28 per share quarterly … Read more