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 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 of October 28

Below we provide a list of firms that raised their dividends during the week ending October 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                AbbVie (ABBV): now $1.48 per share quarterly dividend, was $1.41. ACNB (ACNB): now $0.28 per share quarterly dividend, was $0.26. Alliance Resource Partners (ARLP): now $0.50 per share quarterly dividend, was $0.40. American Electric Power (AEP): now $0.83 per share quarterly dividend, was $0.78. Amphenol (APH): now $0.21 per share quarterly dividend, was $0.20. Associated Banc-Corp (ASB): now $0.21 per share quarterly dividend, was $0.20. … Read more

Nelson: The 16 Most Important Steps To Understand The Stock Market

A previous version of this article appeared on our website July 21, 2013. Refreshed and updated throughout, as of July 2018. By Brian Nelson, CFA After earning my MBA at the University of Chicago Booth School of Business and training stock and credit analysts from large organizations over the past decade or so, I have heard just about every question (though I admit I am still surprised by many things and remain a very humble student of the markets). I’ve also spent years perfecting the discounted cash flow process for large research organizations such as Morningstar and studied under one of the most famed aggressive growth investors of all time, Richard Driehaus. My knowledge runs the gamut from value through … Read more

Dividend Increases/Decreases for the Week Ending April 29

Below we provide a list of firms that raised/lowered their dividends during the week ending April 29. 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 $0.12 per share quarterly dividend, was $0.11.         Allegiant Travel Company (ALGT): now $0.70 per share quarterly dividend, was $0.30. American National Insurance (ANAT): now $0.82 per share quarterly dividend, was $0.80. AmeriGas Partners (APU): now $0.94 per share quarterly dividend, was $0.92. Ameriprise Financial (AMP): now $0.75 per share quarterly dividend, was $0.67. Apple (AAPL): now $0.57 per share quarterly dividend, was $0.52. … Read more

Dividend Increases/Decreases for the Week of April 28

Below we provide a list of firms that raised 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                          Adecoagro (AGRO): now $0.1626 per share semi-annual dividend, was $0.1602. AGCO (AGCO): now $0.29 per share quarterly dividend, was $0.24. American Water Works (AWK): now $0.7075 per share quarterly dividend, was $0.6550. Ameriprise Financial (AMP): now $1.35 per share quarterly dividend, was $1.25. Avery Dennison (AVY): now $0.81 per share quarterly dividend, was $0.75. Banco Santander (SAN): now EUR 0.0595 per share final dividend, … Read more

Dividend Increases/Decreases for the Week Ending November 4

Below we provide a list of firms that raised/lowered their dividends during the week ending November 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 Aaron’s (AAN): now $0.0275 per share quarterly dividend, was $0.025. Alliance Bernstein (AB): now $0.45 per share quarterly dividend, was $0.40. American States Water (AWR): now $0.242 per share quarterly dividend, was $0.224. Archrock (AROC): now $0.12 per share quarterly dividend, was $0.095. B&G Foods (BGS): now $0.465 per share quarterly dividend, was $0.42. Big 5 Sporting Goods (BGFV): now $0.15 per share quarterly dividend, was … Read more

Dividend Increases/Decreases for the Week of May 3

Below we provide a list of firms that raised their dividends during the week ending May 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                          Aena S.M.E., S.A. (ANYYY): now $0.621 per share annual dividend, was $0.360. Aker BP ASA (AKRBY): now $0.174 per share quarterly dividend, was $0.173. American International Group (AIG): now $0.40 per share quarterly dividend, was $0.36. American Water Works (AWK): now $0.7650 per share quarterly dividend, was $0.7075. Apollo Global Management (APO): now $0.4625 per share quarterly dividend, was $0.4300. Apple Inc. (AAPL): now … Read more

Dividend Increases/Decreases for the Week of 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                          1st Source (SRCE): now $0.36 per share quarterly dividend, was $0.34. Artisan Partners Asset Management (APAM): now $0.71 per share quarterly dividend, was $0.61. AstraZeneca (AZN): now $1.000 per share interim dividend, was $0.985. Bank of America (BAC): now $0.26 per share quarterly dividend, was $0.24. Bank7 (BSVN): now $0.24 per share quarterly dividend, was $0.21. British American Tobacco (BTI): now 58.88p per share … 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