HPE

Intel Unveils Plans to Take on Heightened Competition

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Image source: Intel analyst presentation Shares of simulated newsletter portfolios idea Intel have faced material selling pressure in mid-2018 as a result of a number of reports of increased competition from rivals, namely AMD. We’re not worried and still like the company’s valuation profile. By Kris Rosemann Chip-making giant Intel’s (INTC) delays in its 10-nanometer chip program have the market concerned over its position relative to rivals such as Advanced Micro Devices (AMD), which is planning to launch its 7-nanometer chops in early 2019. Intel’s 10-nanometer are now not expected to be launched until late 2019 and likely won’t ship in material volume until 2020. Though the actual speed difference and overall performance between the two chips remain up for … Read more

Dividend Increases/Decreases for the Week Ending April 6

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Below we provide a list of firms that raised their dividends during the week ending April 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 Bank of the Ozarks (OZRK): now $0.195 per share quarterly dividend, was $0.19. BP Prudhoe Bay Royalty Trust (BPT): now $1.2748 per share quarterly dividend, was $1.23. Cisco (CSCO): now $0.33 per share quarterly dividend, was $0.29. CurrencyShares Australian Dollar Trust ETF (FXA): now $0.05599 per share monthly dividend, was $0.05154. CurrencyShares Canadian Dollar Trust ETF (FXC): now $0.01500 per share monthly dividend, was $0.01107. Dollar … Read more

Dividend Increases/Decreases for the Week Ending November 10

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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

Earnings Insight – Cisco

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Image Source: Cisco Let’s cover some ground on Cisco’s (CSCO) calendar third-quarter report, its first quarter of fiscal 2017. By Brian Nelson, CFA What management said: “We had a good quarter despite a challenging global business environment and we performed well in our priority areas,” said Chuck Robbins, CEO, Cisco. “We are leading our customers in their digital transition by providing them with highly secure, automated, and intelligent solutions in the ways they want to consume them. Our innovation pipeline is robust and we are well positioned for the future.” “We executed well in Q1 delivering profitable growth, and saw strong adoption of our subscription-based and software offerings as we transition our business to a more recurring revenue model,” said … Read more

New Home Sales Leap, Computer Sciences Surges; Xilinx Jumps

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May 24 brought news that US new home sales rose at the fastest pace in more than 8 years during the month of April 2016. Computer Sciences leaps to our estimate of intrinsic value on buyout news, and Altera rival Xilinx rises on speculation of potential suitor. ————————- By The Valuentum Team New Homes Sales Leap “Sales of new single-family houses in April 2016 were at a seasonally adjusted annual rate of 619,000, according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development. This is 16.6 percent (±15.4%) above the revised March rate of 531,000 and is 23.8 percent (±22.8%) above the April 2015 estimate of 500,000… …The median sales price … Read more

Stock Market Outlook for 2021

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By Valuentum Analysts February 8, 2021 2020 was one for the history books. We covered our thoughts and reflections on the past year in our “2020 Won’t Soon Be Forgotten” article (link here), and now we are looking towards the future. Global health authorities should be able to bring an end to the ongoing coronavirus (‘COVID-19’) pandemic sooner than many had expected as several vaccines have already been improved for emergency use and several others appear increasingly likely to get approved. Global vaccine distribution activities are currently underway, and this should allow the world to slowly return to pre-pandemic activities. Before then, immense stimulus measures launched primarily in developed nations should support global economic activities until the public health crisis … Read more

Cisco Systems Expects Revenue Growth Will Resume This Fiscal Quarter

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Image Source: Cisco Systems Inc – Second Quarter of Fiscal 2021 IR Earnings Presentation By Callum Turcan On February 9, Cisco Systems Inc (CSCO) reported second quarter earnings for fiscal 2021 (period ended January 23, 2021) that beat consensus top- and bottom-line estimates. Additionally, Cisco Systems raised its quarterly dividend by about 3% on a sequential basis in conjunction with its earnings report. We include Cisco Systems in both the Best Ideas Newsletter and Dividend Growth Newsletter portfolios and continue to like exposure to the name. As of this writing, shares of CSCO yield ~3.1% on a forward-looking basis, and our fair value estimate stands at $51 per share of Cisco Systems. Earnings Overview Cisco Systems’ GAAP revenues were broadly … Read more

8 Announcements and Top Research You May Have Missed

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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

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

Dividend Increases/Decreases for the Week Ending November 11

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Below we provide a list of firms that raised/lowered their dividends during the week ending November 11. 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 AAON (AAON): now $0.13 per share semi-annual dividend, was $0.11. Acadia Realty Trust (AKR): now $0.26 per share quarterly dividend, was $0.25. AmerisourceBergen (ABC): now $0.365 per share quarterly dividend, was $0.34. Atmos Energy (ATO): now $0.45 per share quarterly dividend, was $0.42. Automatic Data Processing (ADP): now $0.57 per share quarterly dividend, was $0.53. BOK Financial (BOKF): now $0.44 per share quarterly dividend, was $0.43. … Read more