High Yield Dividend Income Investing Is Not as Easy as Chasing the Highest Yield

Dear members: — The skills to successfully invest for long-term capital gains or long-term dividend growth are much different than those required for generating high yield dividend income. Income investing is a much different proposition. However, the skills do center on a similar equity evaluation process, but one that requires an acknowledgement and heightened awareness of considerably greater downside risks. Income investing, or high yield dividend income investing, should at times be considered among the riskiest forms of investing, as many high dividend-yielding securities tend to trade closer to the characteristics of junk-rated bonds than they do most net cash rich and free cash flow generating powerhouses that we like so much in the Best Ideas Newsletter portfolio (1) and Dividend Growth … Read more

Dividend Increases/Decreases for the Week of July 1

Below we provide a list of firms that raised 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      ASE Technology (ASX): now $0.359 per share dividend, was $0.218. Bank OZK (OZK): now $0.32 per share quarterly dividend, was $0.31. Broadstone Net Lease (BNL): now $0.27 per share quarterly dividend, was $0.27. Ermenegildo Zegna (ZGN): now $0.09 per share dividend. Farmland Partners (FPI): now $0.06 per share quarterly dividend, was $0.05. First Bancorp (FNLC): now $0.34 per share quarterly dividend, was $0.32. General Mills (GIS): … Read more

Dividend Increases/Decreases for the Week September 25

Below we provide a list of firms that raised their dividends during the week ending September 25. 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 Accenture (ACN): now $0.88 per share quarterly dividend, was $0.80. Artesian Resources (ARTNA): now $0.2571 per share quarterly dividend, was $0.2496. Bancolombia S.A. (CIB): now $0.309 per share quarterly dividend, was $0.285. Bank of South Carolina (BKSC): now $0.17 per share quarterly dividend, was $0.16. The First of Long Island (FLIC): now $0.19 per share quarterly dividend, was $0.18. Fortis (FTS): now CAD 0.505 per share … Read more

Dividend Increases/Decreases for the Week Ending August 3

Below we provide a list of firms that raised their dividends during the week ending August 3. 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 $0.275 per share quarterly dividend, was $0.255. Andeavor Logistics (ANDX): now $1.03 per share quarterly dividend, was $1.015. Ares Capital (ARCC): now $0.39 per share quarterly dividend, was $0.38. Astec (ASTE): now $0.11 per share quarterly dividend, was $0.10. BP (BP): now $0.615 per ADS quarterly dividend, was $0.595. BP Midstream Partners (BPMP): now $0.2725 per share quarterly dividend, was $0.2675. … Read more

Podcast: REITs, Interest Rates and Beyond!

The Valuentum analyst team talks REITs and the reasons why REIT investors should pay close attention to changes in Treasury rates. Various secular themes across the data center, healthcare, office, and mall REITs are discussed, and an explanation for the sector’s systematically poor raw, unadjusted Dividend Cushion ratios is covered. ~8 mins. Tickerized for various ETFs and the holdings in the VNQ. Brian Nelson, CFA: In September, REITs were officially broken out from the financial sector to their own sector of the S&P 500 — some 30 or so stocks with $600 billion in market capitalization, or about 3% of the S&P 500. Could this change have marked a peak in performance for equity and mortgage REIT stocks? Are investors … Read more

Dividend Increases/Decreases for the Week Ending August 5

Below we provide a list of firms that raised/lowered their dividends during the week ending August 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 AmTrust Financial Services (AFSI): now $0.17 per share quarterly dividend, was $0.15. Aqua America (WTR): now $0.1913 per share quarterly dividend, was $0.18. Arbor Realty Trust (ABR): now $0.16 per share quarterly dividend, was $0.15. Aviva plc (AV): now £0.0742 per share interim dividend, was £0.0675. Carlisle (CSL): now $0.35 per share quarterly dividend, was $0.30. Carriage (CSV): now $0.05 per share quarterly dividend, was $0.025. … Read more

Dividend Increases for the Week Ending 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 the dividend reports please use the ‘Symbol’ search box in the website header. Firms Raising Their Dividends This Week Acme United (ACU): now $0.09 per share quarterly dividend, was $0.08. Alliance Resource Partners (ARLP): now $0.625 per share quarterly distribution, was $0.611. CBOE (CBOE): now $0.21 per share quarterly dividend, was $0.18. CorEnergy (CORR): now $0.13 per share quarterly dividend, was $0.129. Crane (CR): now $0.33 share quarterly dividend, was $0.30. Healthcare Trust of America (HTA): now $0.145 per share quarterly dividend, was $0.14375. Host … Read more

Dividend Increases/Decreases for the Week Ending August 4

Below we provide a list of firms that raised/lowered their dividends during the week ending August 4. 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 $0.255 per share quarterly dividend, was $0.242. Apollo Global Management (APO): now $0.52 per share quarterly dividend, was $0.49. Aqua America (WTR): now $0.2047 per share quarterly dividend, was $0.1913. Bank of Marin Bancorp (BMRC): now $0.29 per share quarterly dividend, was $0.27. Banco Santander (SAN): now $0.056 per share quarterly dividend, was $0.046. Cable One (CABO): now $1.75 per share … Read more

Dividend Increases/Decreases for the Week Ending July 26

Below we provide a list of firms that raised their dividends during the week ending July 26. 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 Alliance Resource Partners (ARLP): now $0.54 per share quarterly dividend, was $0.535. Amphenol (APH): now $0.25 per share quarterly dividend, was $0.23. Aqua America (WTR): now $0.2343 per share quarterly dividend, was $0.219. Archrock (AROC): now $0.145 per share quarterly dividend, was $0.132. BancorpSouth (BXS): now $0.185 per share quarterly dividend, was $0.17. Bank of America (BAC): now $0.18 per share quarterly dividend, was $0.15. Bank … Read more

Stock Market Outlook for 2021

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