Dividend Increases/Decreases for the Week of November 29

Below we provide a list of firms that raised their dividends during the week ending November 29. 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                          AG Mortgage Investment Trust Pfd Shs (MITT.PR.C): now $0.733 per share quarterly dividend, was $0.500. Akastor ASA (AKRYY): now $2.812 per share annual dividend, was $0.233. Banco do Brasil S.A. (BDORY): now $0.0626 per share quarterly dividend, was $0.0254. Blue Owl Capital III (OBDE): now $0.37 per share quarterly dividend and $0.05 per share supplemental dividend, was $0.06. Delta Galil Industries (DELTF): now $0.31 … 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 November 9

Below we provide a list of firms that raised their dividends during the week ending November 9. 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 Aaron’s (AAN): now $0.035 per share quarterly dividend, was $0.03. Air Lease (AL): now $0.13 per share quarterly dividend, was $0.10. AmerisourceBergen (ABC): now $0.40 per share quarterly dividend, was $0.38. Assurant (AIZ): now $0.60 per share quarterly dividend, was $0.56. Atmos Energy (ATO): now $0.525 per share quarterly dividend, was $0.485. Atlantica Yield (AY): now $0.36 per share quarterly dividend, was $0.34. Black Hills (BKH): … Read more

Dividend Increases/Decreases for the Week Ending November 10

Below we provide a list of firms that raised their dividends during the week ending November 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 Aaron’s Inc. (AAN): now $0.03 per share quarterly dividend, was $0.0275. Acadia Realty Trust (AKR): now $0.27 per share quarterly dividend, was $0.26. Assurant (AIZ): now $0.56 per share quarterly dividend, was $0.53. Atmos Energy (ATO): now $0.485 per share quarterly dividend, was $0.45. Automatic Data Processing (ADP): now $0.63 per share quarterly dividend, was $0.57. BorgWarner (BWA): now $0.17 per share quarterly dividend, was $0.14. … Read more

Dividend Increases/Decreases for the Week Ending July 1

Below we provide a list of firms that raised/lowered their dividends during the week ending July 1. 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 Bank of the Ozarks (OZRK): now $0.16 per share quarterly dividend, was $0.155. Darden Restaurants (DRI): now $0.56 per share quarterly dividend, was $0.50. Empire Resources (ERS): now $0.04 per share quarterly dividend, was $0.025. General Mills (GIS): now $0.48 per share quarterly dividend, was $0.46. Global Water Resources (GWRS): now $0.022 per share monthly dividend, was $0.02. Worthington (WOR): now $0.20 per share quarterly dividend, … Read more

Dividend Increases/Decreases for the Week Ending November 18

Below we provide a list of firms that raised/lowered their dividends during the week ending November 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 Agilent Technologies (A): now $0.132 per share quarterly dividend, was $0.115. American Equity (AEL): now $0.24 per share annual dividend, was $0.22. Assurant (AIZ): now $0.53 per share quarterly dividend, was $0.50. Bancroft Fund (BCV): now $0.52 per share quarterly dividend, was $0.25. Brown-Forman (BF.A): now $0.1825 per share quarterly dividend, was $0.17. Brunswick (BC): now $0.165 per share quarterly dividend, was $0.15. C&F Financial (CFFI): … Read more

Dividend Increases/Decreases for the Week Ending December 16

Below we provide a list of firms that raised/lowered their dividends during the week ending December 16. 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 ABM Industries (ABM): now $0.17 per share quarterly dividend, was $0.165. AES (AES): now $0.12 per share quarterly dividend, was $0.11. American Tower (AMT): now $0.58 per share quarterly dividend, was $0.55. Andersons (ANDE): now $0.16 per share quarterly dividend, was $0.155. Avianca (AVH): now $0.032 per share quarterly dividend, was $0.03. Balchem (BCPC): now $0.38 per share quarterly dividend, was $0.34. Boeing (BA): now $1.42 … Read more

Dividend Increases/Decreases for the Week Ending May 12

Below we provide a list of firms that raised/lowered their dividends during the week ending May 12. 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 The Brink’s (BCO): now $0.15 per share quarterly dividend, was $0.10. Buckeye Partners (BPL): now $1.25 per share quarterly dividend, was $1.2375. BWX Technologies (BWXT): now $0.11 per share quarterly dividend, was $0.09. Cabot (CBT): now $0.315 per share quarterly dividend, was $0.30. Canadian Pacific Railway (CP): now CAD 0.5625 per share quarterly dividend, was CAD 0.50. Clorox (CLX): now $0.84 per share quarterly dividend, was … Read more

Dividend Increases/Decreases for the Week December 18

Below we provide a list of firms that raised their dividends during the week ending December 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 ABM Industries (ABM): now $0.19 per share quarterly dividend, was $0.185. Acme United (ACU): now $0.13 per share quarterly dividend, was $0.12. Advanced Energy Industries (AEIS): now $0.10 per share quarterly dividend. Algoma Central Corporation (AGMJF): now CAD 2.65 per share special dividend, was CAD 0.12. Amgen (AMGN): now $1.76 per share quarterly dividend, was $1.60. Artis Real Estate Investment Trust (ARESF): now $0.04635 per share … Read more