Dividend Increases/Decreases for the Week Ending May 10

Below we provide a list of firms that raised their dividends during the week ending May 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 A&W Revenue Royalties Income Fund (AWRRF): now CAD 0.154 per share monthly dividend, was CAD 0.147. Algonquin Power & Utilities (AQN): now $0.141 per share quarterly dividend, was $0.1282. ALPS Alerian Energy Infrastructure ETF (ENFR): now $0.28753 per share quarterly dividend, was $0.25892. Atlantica Yield (AY): now $0.39 per share quarterly dividend, was $0.37. Arbor Realty Trust (ABR): now $0.28 per share quarterly dividend, was $0.27. … 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

The Best Years Are Ahead

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 Apr 28

Below we provide a list of firms that raised/lowered their dividends during the week ending April 28. 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 AmeriGas Partners (APU): now $0.95 per share quarterly dividend, was $0.94. Ameriprise Financial Services, Inc. (AMP): now $0.83 per share quarterly dividend, was $0.75. Ames National Corporation (ATLO): now $0.22 per share quarterly dividend, was $0.21. Apollo Global Management (APO): now $0.49 per share quarterly dividend, was $0.45. Aspen Insurance Holdings (AHL): now $0.24 per share quarterly dividend, was $0.22. Altra Holdings (AIMC): now $0.17 per … Read more

Dividend Increases/Decreases for the Week May 14

Below we provide a list of firms that raised their dividends during the week ending May 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 AirBoss of America (ABSSF): now CAD 0.10 per share quarterly dividend, was CAD 0.07. Alerus Financial (ALRS): now $0.16 per share quarterly dividend, was $0.15. CapStar Financial (CSTR): now $0.06 per share quarterly dividend, was $0.05. Chesapeake Energy (CHK): now $0.34375 per share quarterly dividend. Companhia Siderurgica (SID): now $2.00 per share annual dividend, was $0.002. Curtiss-Wright (CW): now $0.18 per share quarterly dividend, was $0.17. … Read more

How to Think About Corporate Tax Reform

VIDEO/TRANSCRIPT: 2021 Valuentum Exclusive Call: Inflation Is Good

Valuentum’s President Brian Michael Nelson, CFA, explains why investors should not fear inflation, why government agencies such as the Fed and Treasury are prioritizing something other than price discovery, why the 10-year Treasury rate is a must-watch metric, and why Valuentum prefers the moaty constituents in large cap growth due to their net cash rich balance sheets, tremendous free cash flow generating potential, and secular growth tailwinds. Transcript: << Valuentum’s Best Ideas On behalf of the Valuentum team, I’d like to present to you our prepared remarks for the Valuentum Exclusive conference call for 2021. It is both an honor and a privilege to share our team’s work with you, and I personally am very grateful for your continued interest … Read more