IEX

Industrials Empty Tool Box Amid Tough Operating Environment

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By Kris Rosemann How far we have come from the financial abyss! The US economy is now more than seven years removed from the credit crisis that sent shockwaves through the global financial system in the latter years of the past decade. In the fourth quarter of 2008, for example, real GDP in the US tumbled more than 8%, a figure not witnessed since the double-dip recession of the 1980s, and perhaps not surpassed since the time of the Great Depression. During the Financial Crisis of 2008-2009, many industrial entities, particularly those with finance subsidiaries faced dwindling credit health, and several including General Electric (GE) and Harley-Davidson (HOG) cut their dividends to shareholders. Others such as General Motors (GM) even … Read more

Stay In Tune with Our *NEW* Dividend Analysis

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You may have noticed that, as we’ve been updating our dividend reports, we have been adding an additional page to the report (page 2) that focuses on pointed dividend analysis from the perspective of the income investor. There are several new sections on page 2 of the dividend report, but in this article we wanted to highlight the ‘Assessment of Company Dividend Strategy’ section. What we set out to accomplish in the two incremental paragraphs of this particular section is somewhat unique, and we wanted to offer a couple themes that will help explain the following unique perspective: what is good for the company over the long haul isn’t always good for the income investor in the near term.  Let’s … Read more

Dividend Increases/Decreases for the Week Ending April 8

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Proctor & Gamble’s headquarters in Cincinnati, Ohio. Barta IV Below we provide a list of firms that raised their dividends during the week ending April 8. 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 Constellation Brands Inc (STZ): now $0.04 per share quarterly dividend, was $0.31. Grupo Aeroportuario del Centro Norte (OMAB): now Ps. 3.50 per share annual dividend, was Ps. 3.00. H.B. Fuller Company (FUL): now $0.14 per share quarterly dividend, was $0.13.                  IDEX (IEX): now $0.34 per share quarterly dividend, was $0.32. Pembina Pipeline Corp. (PBA): now $0.1219 per share … Read more

Valuentum Economic Castleâ„¢ Rating Update

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Read: Keeping the Horse Before the Cart: Valuentum’s Economic Castle™ Rating The Economic Castle Focuses on the Magnitude of Economic Value Creation The Valuentum Economic Castle™ rating is an enhancement of the competitive advantage framework (commonly known as economic moat analysis) that has become widespread and ubiquitous within the investing world. Whereas an economic moat framework evaluates a firm on the basis of the sustainability and durability of its competitive advantages, Valuentum’s Economic Castle™ rating evaluates a firm on the basis of the firm’s future economic profit spread (return on invested capital less its weighted average cost of capital). The companies with the strongest Valuentum Economic Castle™ ratings are poised to generate the most economic value for shareholders in the … Read more

Dividend Increases/Decreases for the Week Ending April 11

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Below we provide a list of firms that raised/lowered their dividends during the week ending April 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 AptarGroup (ATR): now $0.28 per share quarterly dividend, was $0.25. BNY Mellon (BK): now $0.17 per share quarterly dividend, was $0.15. Chatham Lodging Trust (CLDT): now $0.08 per share monthly dividend, was $0.07. Genesis Energy (GEL): now $0.55 per share quarterly distribution, was $0.535. Hospitality Properties Trust (HPT): now $0.49 per share quarterly dividend, was $0.48 IDEX (IEX): now $0.28 per share quarterly dividend, was $0.23. … Read more

Firms Raising Their Dividends In The Week Ending April 12

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The week ending April 12 was a light week in terms of dividend raises, but we did see some significant increases. Firms Raising Their Dividends This Week: Bank of New York Mellon (BK): now $0.15 per share quarterly dividend, was $0.13. First Merchants Corp (FRME): now $0.05 per share quarterly dividend, was $0.03. IDEX Corporation (IEX): now $0.23 per share quarterly dividend, was $0.20. Lakeland Financial (LKFN): now $0.19 per share quarterly dividend, was $0.17 Qualcomm (QCOM): now $0.35 per share quarterly dividend, was $0.25. Select Income REIT (SIR): now $0.44 per share quarterly dividend, was $0.42. Stage Stores (SSI) now $0.125 per share quarterly dividend, was $0.10. Weyerhaeuser Company (WY): now $0.20 per share quarterly dividend, was $0.17.

Search Dividend Reports by Company Name: F to J

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Going forward, please use the ‘Symbol’ search box to download stock and dividend reports of companies you are interested in. The ‘Symbol’ search box can be found in our website header. Image shown from above. Use the active search box in the website header above. Learn more about your membership >>  Note: We have now discontinued this list. Please use the ‘Symbol’ search box in the website header for stock and dividend reports. Please read about our Valuentum Dividend Cushion score (ratio) here. Just having access to this valuable metric alone could save your income portfolio thousands of dollars! The past meets the future as we showcase the Valuentum Dividend Cushion scores of Dividend Aristocrats in this article (click here). The dividend reports below … Read more

2,350-2,750 on the S&P? Could the Coronavirus Catalyze a Financial Crisis?

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Image: We think a rather modest sell-off in the market to the target range of 2,350-2,750 on the S&P 500 is rather reasonable in the wake of one of the biggest economic shocks since the Global Financial Crisis. The chart above shows how far markets have advanced since 2011, and an adjustment lower to the target range of 2,350-2,750 is rather modest in such a context and would only bring markets to late 2018 levels (note red box as the target range). The range reflects ~16x S&P 500 12-month forward earnings estimates, as of February 14, adjusted down 10% due to COVID-19. When companies like Visa talk about a couple percentage points taken off of growth rates, one knows that … Read more

Dividend Increases/Decreases for the Week Ending April 27

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Below we provide a list of firms that raised their dividends during the week ending April 27. 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 abaxis (ABAX): now $0.18 per share quarterly dividend, was $0.16. Alliance Holdings (AHGP): now $0.7475 per share quarterly dividend, was $0.7425. Alliance Resource Partners (ARLP): now $0.515 per share quarterly dividend, was $0.51. Ames National Corporation (ATLO): now $0.23 per share quarterly dividend, was $0.22. Amphenol (APH): now $0.23 per share quarterly dividend, was $0.19. Ameriprise Financial (AMP): now $0.90 per share quarterly dividend, was $0.83. … Read more

Dividend Increases/Decreases for the Week May 6

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Below we provide a list of firms that raised their dividends during the week ending May 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      American Financial (AFG): now $8.00 per share special dividend, was $0.56. Amerigo Resources (ARREF): now CAD 0.03 per share quarterly dividend. Arbor Realty Trust (ABR): now $0.38 per share quarterly dividend, was $0.37. Arc Resources (AETUF): Now CAD 0.12 per share quarterly dividend, was CAD 0.10. Barrick Gold (GOLD): now $0.20 per share quarterly dividend, was $0.10. Baxter (BAX): now $0.29 per share quarterly dividend, was … Read more