GLW

Dividend Increases/Decreases for the Week of February 10

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Below we provide a list of firms that raised their dividends during the week ending February 10. 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                          3M (MMM): now $1.50 per share quarterly dividend, was $1.49. Allegion (ALLE): now $0.45 per share quarterly dividend, was $0.41. Ameren (AEE): now $0.63 per share quarterly dividend, was $0.59. American Homes 4 Rent (AMH): now $0.22 per share quarterly dividend, was $0.18. Ametek (AME): now $0.25 per share quarterly dividend, was $0.22. Ares Management (ARES): now $0.77 per share quarterly dividend, was $0.61. … 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

Dividend Increases/Decreases for the Week February 5

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Below we provide a list of firms that raised their dividends during the week ending February 5. 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 3M (MMM): now $1.48 per share quarterly dividend, was $1.47. Activision Blizzard (ATVI): now $0.47 per share annual dividend, was $0.41. Advanced Energy (AEIS): now $0.10 per share quarterly dividend. Allegion (ALLE): now $0.36 per share quarterly dividend, was $0.32. ALLETE (ALE): now $0.63 per share quarterly dividend, was $0.6175. Amdocs (DOX): now $0.36 per share quarterly dividend, was $0.33. Apollo Global Management (APO): now $0.60 … Read more

The Dividend Cushion Ratio: Unadjusted Is Less Subjective, Adjusted Is More Subjective

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  Image Source: Mike Lawrence Question: I’m a subscriber. I’m looking at your Dividend Report for Enterprise Product Partners (EPD). It says your Valuentum Adjusted Dividend Cushion ratio for EPD is 1.8 (a ratio that includes future expected proceeds from capital raising endeavors in the coming years), but several lines below it says the Unadjusted Dividend Cushion ratio, which is your regular normal ratio (a ratio that does not include future expected proceeds from capital raising endeavors in the coming years), is 0.22. Please explain the difference between the two ratios, and what is considered a good ratio for the Unadjusted Dividend Cushion ratio, what is an excellent score, what is neutral and what is poor? Also, how much relative importance should … Read more

The Best Years Are Ahead

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By Brian Nelson, CFA — The wind is at our backs. — The Federal Reserve, Treasury, and regulatory bodies of the U.S. may have no choice but to keep U.S. markets moving higher. The likelihood of the S&P 500 reaching 2,000 ever again seems remote, and I would not be surprised to see 5,000 on the S&P 500 before we see 2,500-3,000, if the latter may be in the cards. The S&P 500 is trading at ~4,100 at the time of this writing. — The high end of our fair value range on the S&P 500 remains just shy of 4,000, but I foresee a massive shift in long-term capital out of traditional bonds into equities this decade (and markets … Read more

How to Think About Corporate Tax Reform

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Valuentum: Now Bearish, We’ve Been Here Every Step of the Way

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Valuentum Has Been Here Every Step of the Way   From the COVID-19 top in February 2020 to the COVID-19 bottom to the massive bull run through the end of 2021, we’ve been here for you.    2022 started out to be a rough year, catching many by surprise.   But Valuentum stayed positive. When the markets headed south in June, Valuentum stood its ground. On June 14, Valuentum said that “we still believe stocks could make a “huge rebound” in the near term.   We reiterated our views a few days later and on June 19, we said that “investors shouldn’t panic during this bear market” and that “stocks remain an attractive proposition at the moment and a very attractive consideration … Read more