Dividend Increases/Decreases for the Week January 21

Below we provide a list of firms that raised their dividends during the week ending January 21. 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 Alerus Financial Corporation (ALRS): now $0.16 per share quarterly dividend, was $0.15. Alliant Energy (LNT): now $0.4275 per share quarterly dividend, was $0.4025. Amerant Bancorp (AMTB): now $0.09 per share dividend, was $0.06. Banner (BANR): now $0.44 per share quarterly dividend, was $0.41. Cashmere Valley Bank (CSHX): now $0.85 per share semi-annual dividend, was $0.80. Consolidated Edison (ED): now $0.79 per share quarterly dividend, was $0.78. … Read more

Dividend Increases/Decreases for the Week of January 20

Below we provide a list of firms that raised their dividends during the week ending January 20. 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                Albertsons Companies (ACI): now $6.85 per share special dividend, was $0.12. Allied Properties Real Estate Investment Trust (AP.UN:CA): now CAD 0.15 per share monthly dividend, was CAD 0.1458. Banner (BANR): now $0.48 per share quarterly dividend, was $0.44. Birchcliff Energy (BIR:CA): now CAD 0.20 per share quarterly dividend, was CAD 0.02. Chesswood Group Limited (CHW:CA): now CAD 0.05 per share monthly dividend, was CAD 0.04. … Read more

Top Research and Ideas You May Have Missed

Is Quant Value Giving Intrinsic Value Investors a Bad Name? Surely, you don’t believe Warren Buffett’s “style” is out of favor? By Brian Nelson, CFA I need to make sure that you’re aware of something very important. The media and perhaps many investment professionals define the concept of “value” as companies with low price-to-book (P/B) ratios, and the concept of “growth” as companies with high price-to-book ratios. This definition of “value” and “growth” and their corresponding returns have been magnified in writings throughout the media and across quantitative research, even in prestigious journals. Warren Buffett has been rallying against most quantitative applications and how “growth” and “value” are defined in popular media and quantitative research for decades.  Here’s one of the Oracle’s most … Read more

US Congress Is Getting Ready to Pass a Massive ~$2.2 Trillion Fiscal Stimulus Bill

Image Shown: US equities have started to recover some of their lost ground as the likelihood that the US Congress will pass a massive ~$2.2 trillion fiscal stimulus and emergency spending package, dubbed the CARES Act, has increased significantly over the past week as seen through the bounce in the SPDR S&P 500 ETF Trust (SPY). President Trump has clearly indicated that he intends to sign such a bill into law as soon as possible, with the US House of Representatives expected to take up the legislation this upcoming Friday morning on March 27. By Callum Turcan On March 25, the US Senate worked late into the night to secure a bipartisan compromise on a massive ~$2.2 trillion fiscal stimulus … Read more

Dividend Increases/Decreases for the Week Ending January 29

Below we provide a list of firms that raised/lowered their dividends during the week ending January 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 A.O. Smith (AOS): now $0.24 per share quarterly dividend, was $0.19. AGCO (AGCO): now $0.13 per share quarterly dividend, was $0.12. Apartment Investment (AIV): now $0.33 per share quarterly dividend, was $0.30. Applied Industrial Technologies, Inc. (AIT): now $0.28 per share quarterly dividend, was $0.27. Archrock Inc. (AROC): now $0.1875 per share quarterly dividend, was $0.15. Arthur J. Gallagher (AJG): now $0.38 per share quarterly dividend, … Read more

Dividend Increases/Decreases for the Week Ending January 27

Below we provide a list of firms that raised their dividends during the week ending January 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 AGCO (AGCO): now $0.14 per share quarterly dividend, was $0.13. Air Products and Chemicals (APD): now $0.95 per share quarterly dividend, was $0.86. ALLETE (ALE): now $0.535 per share quarterly dividend, was $0.52. Applied Industrial Technologies (AIT): now $0.29 per share quarterly dividend, was $0.28. Arthur J. Gallagher (AJG): now $0.39 per share quarterly dividend, was $0.38. Bank First National (BFNC): now $0.16 per share quarterly … Read more

Industrial Bellwethers A Mixed Bag: GE, BA, CAT, DE, UNP

Image Source: Caterpillar Inc – May 2022 Caterpillar Investor Day Presentation By Callum Turcan In this article, we cover the industrial landscape by digging into the recent financial and operational performance of General Electric Company (GE), Boeing Co (BA), Caterpillar Inc (CAT), Deere & Company (DE), and Union Pacific Corporation (UNP). Common themes include robust demand for their offerings, healthy order backlogs, and meaningful pricing power, though headwinds include substantial inflationary pressures, supply chain hurdles, and in certain instances, geopolitical tensions. General Electric will soon separate into three different publicly traded companies, and on a consolidated basis the firm is doing much better than years past. In 2022 and on a non-GAAP basis, General Electric is guiding for a 150+ … Read more

Dividend Increases/Decreases for the Week of January 19

Below we provide a list of firms that raised their dividends during the week ending January 19. 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                          Algoma Central (ALC:CA): now CAD 0.19 per share quarterly dividend, was CAD 0.18. Alliant Energy (LNT): now $0.48 per share quarterly dividend, was $0.4525. B&M European Value Retail S.A. (BMRRY): now $0.816 per share, was $0.162. Banco Santander (Brasil) S.A. (BSBR): now $0.083 per share quarterly dividend, was $0.020. Bank of America Corporation Deposit Shs Perp Pfd Shs Series E (BAC.PR.E): now $0.3828 per … Read more

ICYMI — Video: Will Hasty Policy Facilitate the Next Leg Down, or Do We Have It Coming Anyway?

President of Investment Research and award-winning author of Value Trap: Theory of Universal Valuation Brian Nelson explains how US policymakers are stuck between a rock and a hard place, and how the market may be factoring in too high of a probability of a return to normalcy before 2021. This and more in the latest video report. Summary Make sure you review Value Trap on Amazon. Do so here. We think those that bought equities near the bottom of this swoon may be looking to take profits at present levels. The market is currently reflecting an 80%-85% probability of a return to normalcy before 2021, which we believe is too high at this time. Our main concern is that government … Read more

Dividend Increases/Decreases for the Week of January 24

Below we provide a list of firms that raised their dividends during the week ending January 24. 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                          Acuity Brands (AYI): now $0.17 per share quarterly dividend, was $0.15. Air Products and Chemicals (APD): now $1.79 per share quarterly dividend, was $1.77. Alliant Energy (LNT): now $0.5075 per share quarterly dividend, was $0.4800. Amalgamated Bank (AMAL): now $0.14 per share quarterly dividend, was $0.12. American Express (AXP): now $0.82 per share quarterly dividend, was $0.70. B&M European Value Retail S.A. (BMRRY): now … Read more