Dividend Increases/Decreases for the Week Ending February 9

Below we provide a list of firms that raised their dividends during the week ending February 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 Allegion (ALLE): now $0.21 per share quarterly dividend, was $0.16. Allergan (AGN): now $0.72 per share quarterly dividend, was $0.70. Allstate (ALL): now $0.46 per share quarterly dividend, was $0.37. ALPS Alerian MLP ETF (AMLP): now $0.2066 per share quarterly dividend, was $0.2052. Anadarko Petroleum (APC): now $0.25 per share quarterly dividend, was $0.05. Archer Daniels Midland (ADM): now $0.335 per share quarterly dividend, was $0.32. … Read more

Dividend Increases/Decreases for the Week of February 14

Below we provide a list of firms that raised their dividends during the week ending February 14. 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                          Acadia Realty Trust (AKR): now $0.20 per share quarterly dividend, was $0.19. American Business Bank (AMBZ): now $0.25 per share quarterly dividend. American Homes 4 Rent (AMH): now $0.30 per share quarterly dividend, was $0.26. AstraZeneca (AZN): now $1.03 per share semi-annual dividend, was $0.50. Avista (AVA): now $0.49 per share quarterly dividend, was $0.47. Brookfield (BN): now $0.09 per share quarterly dividend, was … Read more

Update: Frequently Asked Questions About Valuentum Securities, Inc.

What is Valuentum Securities? Valuentum (val∙u∙n∙tum) [val-yoo-en-tuh-m] Securities Inc. is an independent investment research publisher, offering premium equity reports and dividend reports, as well as commentary across all sectors/companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools/products, and more. Independence and integrity remain our core, and we strive to be a champion of the investor. Valuentum is based in the Chicagoland area. Valuentum is not a money manager, broker, or financial advisor. Valuentum is a publisher of financial information. How do I subscribe to Valuentum’s investment research services? 1)    Click the following link: signup-page. 2)    Select your membership plan. 3)    Enter your contact details. 4)    Click ‘Sign Up.’ 5)    Complete your purchase. 6)   Your payment profile may be recurring, so please check … Read more

8 Announcements and Top Research You May Have Missed

8 Announcements. This article was sent to members via email March 27. By Brian Nelson, CFA Hi everyone, Brian here. Trust you are doing great! Here are eight announcements I want you to be aware of: Everything we do is for our members. We’re very proud of the outperformance of the Best Ideas Newsletter portfolio, that we’ve never had a dividend cut in the Dividend Growth Newsletter portfolio, that our high-yield ideas are holding up very well, and the success rates of the Exclusive capital-appreciation ideas and short-idea considerations are running at approximately 80%. We’re proud to be your research partner. The odds of a Fed rate cut are going up as yield-curve inversion continues to threaten. The risks are more behavioral in … Read more

Why Analytical Experience Matters

Risky industrial cyclicals and recovering banks were the theme behind Bloomberg’s Dividend Tip Sheet, released June 18. We applaud the news outlet’s efforts to put together such a list, but a quick look speaks to the importance of focusing on sustained dividend growth – not just growth alone. A number of these firms will likely fall short of their dividend growth targets in coming years, and some—namely the airlines—will likely have to retract dividend payments within the next decade or so. Income investors have the dual need of income and growth, and this list is lacking in the former. Most constituents on this list yield less than 2%, and out of the four that yield greater than 2% (on a … Read more

ICYMI — Video: Will Hasty Policy Facilitate the Next Leg Down, or Do We Have It Coming Anyway?

President of Investment Research and award-winning author of Value Trap: Theory of Universal Valuation Brian Nelson explains how US policymakers are stuck between a rock and a hard place, and how the market may be factoring in too high of a probability of a return to normalcy before 2021. This and more in the latest video report. Summary Make sure you review Value Trap on Amazon. Do so here. We think those that bought equities near the bottom of this swoon may be looking to take profits at present levels. The market is currently reflecting an 80%-85% probability of a return to normalcy before 2021, which we believe is too high at this time. Our main concern is that government … Read more

GM and Ford Tune Up Operations for the Future of Automaking

Image source: GM first-quarter earnings report The US auto behemoths continue to place a greater importance on efficient operations and the health of their bottom lines as the industry may be reaching a relative peak in terms of light vehicle production for this economic cycle and as the future of the auto landscape remains uncertain. By Kris Rosemann Key Takeaways Both GM and Ford are keeping a keen eye on the future of the evolving auto and personal transportation markets. We continue to like shares of GM relative to Ford, even as we say we like the direction in which Ford appears to be heading. GM’s shares are trading at an ultra-low earnings multiple, and it pays a very strong … Read more

Top Research and Ideas You May Have Missed

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

Our Thoughts on the Widespread Launch of 5G Services

Image Shown: The evolution of wireless networks and telecommunications technology over the years. Image Source: Intel Corporation – November 2019 State of 5G Presentation  By Callum Turcan The rollout of 5G telecommunication networks is upon us and we want to draw our members’ attention to some of the key companies with meaningful exposure to this space. Many are excited about what opportunities 5G technology could enable. Background On July 23, AT&T Inc (T) announced its 5G network in the US was operational nationwide and that effective August 7, both consumers and businesses with certain packages would have 5G access “at no additional cost” which included customers with AT&T Unlimited Starter, Extra, Elite, AT&T Business Unlimited Web-Only and Starter wireless plans. … Read more

Dividend Increases/Decreases for the Week Ending February 5

Below we provide a list of firms that raised/lowered 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 $1.11 per share quarterly dividend, was $1.025. A-Mark (AMRK): now $0.07 per share quarterly dividend, was $0.05. Allegion (ALLE): now $0.12 per share quarterly dividend, was $0.10. Archer Daniels Midland Co. (ADM): now $0.30 per share quarterly dividend, was $0.28. Armada Hoffler Properties (AHH): now $0.18 per share quarterly dividend, was $0.17. AvalonBay Communities (AVB): now $1.35 per share quarterly dividend, was $1.25. … Read more