INDT

ICYMI: Valuentum’s Brian Nelson on the Latest Howard Marks’ Memo: “Something of Value”

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Valuentum’s President of Investment Research Brian Michael Nelson, CFA, explains why there are not really value and growth stocks, why most of the research in quantitative finance is spurious and needs to be redefined on a forward-looking basis, and why enterprise valuation (not the efficient markets hypothesis) should be the organizing principle of finance. Nelson explains his views about valuation, what it means to be a value investor, and investing in the context of Oaktree Capital Howard Marks’ latest memo, “Something of Value,” January 11, 2021. Please don’t forget to give the second edition of the book “Value Trap” a 5-star rating on Amazon here. Thank you for your membership! —– Tickerized for holdings in the IWM. Valuentum members have … Read more

Dividend Increases/Decreases for the Week January 15

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Below we provide a list of firms that raised their dividends during the week ending January 15. 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 Agree Realty Corporation (ADC): now $0.207 per share monthly dividend, was $0.195. Algoma Central (AGMJF): now CAD 0.17 per share quarterly dividend, was CAD 0.13. Allied Properties Real Estate Investment Trust (APYRF): now CAD 0.1417 per share monthly dividend, was CAD 0.1375. Alpine Banks of Colorado (ALPIB): now $24.00 per share quarterly dividend, was $18.00. Apogee (APOG): now $0.20 per share quarterly dividend, was $0.1875. Atco … 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

Dividend Increases/Decreases for the Week May 14

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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

Dividend Increases/Decreases for the Week December 17

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Below we provide a list of firms that raised their dividends during the week ending December 17. 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 ABM Industries (ABM): now $0.195 per share quarterly dividend, was $0.190. AECOM Technology (ACM): now $0.15 per share quarterly dividend. AFC Gamma (AFCG): now $0.50 per share quarterly dividend, was $0.43. Albany (AIN): now $0.21 per share quarterly dividend, was $0.20. Ambev (ABEV): now $0.0238 per share dividend, was R$0.0767. American Tower (AMT): now $1.39 per share quarterly dividend, was $1.31. Andersons (ANDE): now $0.18 per … Read more

Dividend Increases/Decreases for the Week of December 9

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Below we provide a list of firms that raised their dividends during the week ending December 9. 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                Abbott Laboratories (ABT): now $0.51 per share quarterly dividend, was $0.47. ABM Industries (ABM): now $0.22 per share quarterly dividend, was $0.195. AGNC Investment Series C Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock (AGNCN): now $0.5743 per share quarterly dividend was $0.4375. Albany (AIN): now $0.25 per share quarterly dividend, was $0.21. Alexandria Real Estate Equities (ARE): now $1.21 per share quarterly dividend, was $1.18. AltaGas … Read more