Dividend Increases/Decreases for the Week of July 18

Below we provide a list of firms that raised their dividends during the week ending July 18. 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                          Banco Santander (Brasil) S.A. (BSBR): now $0.0655 per share quarterly dividend, was $0.0463. Bank of New York Mellon (BK): now $0.53 per share quarterly dividend, was $0.47. Citigroup (C): now $0.60 per share quarterly dividend, was $0.56. Community Financial System (CBU): now $0.47 per share quarterly dividend, was $0.46. Cummins (CMI): now $2.00 per share quarterly dividend, was $1.82. Duke Energy (DUK): now $1.065 … Read more

Dividend Increases/Decreases for the Week of July 8

Below we provide a list of firms that raised their dividends during the week ending July 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                BP Prudhoe Bay Royalty Trust (BPT): now $1.405 per share quarterly dividend, was $1.087. CBL Properties (CBL): now $0.25 per share quarterly dividend, was $0.075. CF Bankshares (CFBK): now $0.05 per share quarterly dividend, was $0.04.      Crescent Point Energy (CPG): now CAD 0.08 per share quarterly dividend, was CAD 0.07. Dr. Reddy’s (RDY): now INR 30.00 per share annual dividend, was INR 25.00. Enterprise Products … Read more

Dividend Increases/Decreases for the Week July 9

Below we provide a list of firms that raised their dividends during the week ending July 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 Caledonia Mining (CMCL): now $0.13 per share quarterly dividend, was $0.12. Civista Bancshares (CIVB): now $0.14 per share quarterly dividend, was $0.12. Eagle Point Income Company (EIC): now $0.09 per share monthly dividend, was $0.0085. First Republic Bank (FRC): now $0.2938 per share quarterly dividend, was $0.2200.            Five Star Bancorp (FSBC): now $0.15 per share quarterly dividend. Fortitude Gold Corporation (FTCO): now $0.035 per share monthly … Read more

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

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

Value Is Not Static and the Qualitative Overlay Is Vital to Our Process

With prudence and care, the Valuentum Buying Index process and its components are carried out. Our analyst team spends most of its time thinking about the intrinsic value of companies within the context of a discounted cash-flow model and evaluating the risk profile of a company’s revenue model. We have checks and balances, too. First, we use a fair value range in our valuation approach as we embrace the very important concept that value is a range and not a point estimate. A relative value overlay as the second pillar helps to add conviction in the discounted cash-flow process, while a technical and momentum overlay seeks to provide confirmation in all of the valuation work. There’s a lot happening behind the scenes even before a VBI rating is published, but it will always be just one factor to consider. Within any process, of course, we value the human, qualitative overlay, which captures a wealth of experience and common sense. We strive to surface our best ideas for members.

Dividend Increases/Decreases for the Week Ending July 12

Below we provide a list of firms that raised their dividends during the week ending July 12. 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 Antero Midstream (AM): now $0.3075 per share quarterly dividend, was $0.3025. Bank of America Corporation Deposit Shs Perp Pfd Shs Series E (BAC.PE): now $0.2556 per share quarterly dividend, was $0.2472. BP Prudhoe Bay Royalty Trust (BPT): now $0.5510 per share quarterly dividend, was $0.3449. Clough Global Allocation Fund (GLV): now $0.1032 per share monthly dividend, was $0.1023. Cummins (CMI): now $1.311 per share quarterly dividend, … Read more

Dividend Increases/Decreases for the Week Ending July 13

Below we provide a list of firms that raised their dividends during the week ending July 13. 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 Avangrid (AGR): now $0.44 per share quarterly dividend, was $0.432. Bassett Furniture (BSET): now $0.125 per share quarterly dividend, was $0.11. BP Prudhoe Bay Royalty Trust (BPT): now $1.4076 per share quarterly dividend, was $1.2748. Clough Global Allocation Fund (GLV): now $0.1138 per share monthly dividend, was $0.1135. Clough Global Equity Fund (GLQ): now $0.1278 per share monthly dividend, was $0.1234. Clough Global Opportunities Fund (GLO): … Read more

Dividend Increases/Decreases for the Week January 29

Below we provide a list of firms that raised 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 1st Source (SRCE): now $0.29 per share quarterly dividend, was $0.28. Air Products and Chemicals (APD): now $1.50 per share quarterly dividend, was $1.34. Allegiance Bancshares (ABTX): now $0.12 per share quarterly dividend, was $0.10. Anthem (ANTM): now $1.13 per share quarterly dividend, was $0.95. Apartment Income REIT (AIRC): now $0.43 per share quarterly dividend, was $0.41. Archer-Daniels-Midland (ADM): now $0.37 per share quarterly dividend, was … 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

Dividend Increases/Decreases for the Week of November 4

Below we provide a list of firms that raised 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                Air Lease (AL): now $0.20 per share quarterly dividend, was $0.18. Amcor (AMCR): now $0.1225 per share quarterly dividend, was $0.1200. American Financial (AFG): now $2.00 per share special dividend, was $0.63. AmerisourceBergen (ABC): now $0.485 per share quarterly dividend, was $0.460. Arbor Realty Trust (ABR): now $0.40 per share quarterly dividend, was $0.39. ARC Resources (ARX:CA): now CAD 0.15 per share quarterly dividend, was … Read more