Dividend Increases/Decreases for the Week of February 21

Below we provide a list of firms that raised their dividends during the week ending February 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                          Aker BP (AKRBF): now $0.63 per share quarterly dividend, was $0.60. Allison Transmission Holdings (ALSN): now $0.27 per share quarterly dividend, was $0.25. Analog Devices (ADI): now $0.99 per share quarterly dividend, was $0.92. Assured Guaranty (AGO): now $0.34 per share quarterly dividend, was $0.31. AstraZeneca Plc (AZNCF): now $2.10 per share semi-annual dividend, was $1.00. Atlas Energy Solution (AESI): now $0.25 per share … Read more

US Congress Is Getting Ready to Pass a Massive ~$2.2 Trillion Fiscal Stimulus Bill

Image Shown: US equities have started to recover some of their lost ground as the likelihood that the US Congress will pass a massive ~$2.2 trillion fiscal stimulus and emergency spending package, dubbed the CARES Act, has increased significantly over the past week as seen through the bounce in the SPDR S&P 500 ETF Trust (SPY). President Trump has clearly indicated that he intends to sign such a bill into law as soon as possible, with the US House of Representatives expected to take up the legislation this upcoming Friday morning on March 27. By Callum Turcan On March 25, the US Senate worked late into the night to secure a bipartisan compromise on a massive ~$2.2 trillion fiscal stimulus … Read more

Credit Suisse Is a Case Study in Poor Governance and Why ESG Investing Matters

Image Shown: Shares of Credit Suisse Group AG have performed poorly in recent years as a revolving door of leaders combined with several major scandals have led to billions in losses and prompted Swiss regulators to launch investigations into the bank. The company has a plan in place to turn things around, though it will take years for these efforts to be fully reflected in its financial performance. Credit Suisse recently issued out lackluster guidance for 2022 that weakened investor confidence in its turnaround story. We think Credit Suisse is a good case study in poor corporate governance.   By Callum Turcan   A key part of the investment decision-making process involves evaluating a company’s leadership team, the process of which … Read more

There Is Milk At The Store

This article first appeared in the September edition of the High Yield Dividend Newsletter. For more information about this publication, please see here. “Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” — Winston Churchill By Brian Nelson, CFA Very few of us could have imagined that we’d witness the bull market that began on that fateful day in March 2009 that might very well mark a generational low. In 2009, major investment banks around the globe were struggling to survive, and the fallout in the mortgage markets left the banks holding paper that nobody wanted to own, let alone buy. The global financial system … Read more

Dividend Increases/Decreases for the Week March 11

Below we provide a list of firms that raised their dividends during the week ending March 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      AFC Gamma (AFCG): now $0.55 per share quarterly dividend, was $0.50. American Assets Trust (AAT): now $0.32 per share quarterly dividend was $0.30. American Express (AXP): now $0.52 per share quarterly dividend, was $0.43. American Tower (AMT): now $1.40 per share quarterly dividend, was $1.39. AngloGold Ashanti (AU): now $0.145 per share dividend, was $0.059. Applied Materials (AMAT): now $0.26 per share quarterly dividend, was $0.24. … Read more

Dividend Increases/Decreases for the Week of August 19

Below we provide a list of firms that raised their dividends during the week ending August 19. 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                American Financial (AFG): now $0.63 per share quarterly dividend, was $0.56. Apple Hospitality (APLE): now $0.07 per share monthly dividend, was $0.05. Brigham Minerals (MNRL): now $0.77 per share quarterly dividend, was $0.60. C&F Financial (CFFI): now $0.42 per share quarterly dividend, was $0.40. Cable One (CABO): now $2.85 per share quarterly dividend, was $2.75. Cboe Global Markets (CBOE): now $0.50 per share quarterly dividend, … Read more

Dividend Increases/Decreases for the Week of August 1

Below we provide a list of firms that raised their dividends during the week ending August 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                          American States Water (AWR): now $0.5040 per share quarterly dividend, was $0.4655. Ardmore Shipping (ASC): now $0.07 per share quarterly dividend, was $0.05. Artisan Partners Asset Management (APAM): now $0.73 per share quarterly dividend, was $0.68. AudioCodes (AUDC): now $0.20 per share semi-annual dividend, was $0.18. Banco Bradesco S.A. (BBDO): now $0.0021 per share monthly dividend, was $0.0019. The Bank of N.T. Butterfield & … Read more

American Express Carries Meaningful Credit Risk

Image Source: American Express Company – First Quarter of 2020 Earnings IR Presentation By Callum Turcan At Valuentum, we are very bullish on the growth trajectory of high-quality payment processing, payment solutions, and financial technology firms. That’s why we include PayPal Holdings Inc (PYPL) and Visa Inc (V) as top-weighted holdings in our Best Ideas Newsletter portfolio. However, please note that what makes those firms appealing is the limited or lack of exposure to credit risk. Visa carries no credit risk and generates revenues through fees collected on transactions conducted with Visa-branded cards, and while PayPal possesses some credit risk, that risk is rather small relative to its overall business. Both firms enable investors to capitalize on the shift to … 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

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