KAI

Dividend Increases/Decreases for the Week March 12

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Below we provide a list of firms that raised their dividends during the week ending March 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 Americold Realty Trust (COLD): now $0.22 per share quarterly dividend, was $0.21. AngloGold Ashanti (AU): now $0.384 per share annual dividend, was $0.11. Applied Materials (AMAT): now $0.24 per share quarterly dividend, was $0.22. Cango Inc. (CANG): now $1.00/ADS special dividend, was $0.25. Cervus Equipment (CSQPF): now CAD 0.11 per share quarterly dividend, was CAD 0.06. Citrix (CTXS): now $0.37 per share quarterly dividend, was $0.35. … Read more

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

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

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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 March 8

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Below we provide a list of firms that raised their dividends during the week ending March 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 Aecon (AEGXF): now CAD 0.145 per share quarterly dividend, was CAD 0.125. Americold Realty Trust (COLD): now $0.20 per share quarterly dividend, was $0.1875. American Tower (AMT): now $0.90 per share quarterly dividend, was $0.84. Applied Materials (AMAT): now $0.21 per share quarterly dividend, was $0.20. Armanino Foods of Distinction (AMNF): now $0.025 per share quarterly dividend, was $0.0225. BWX Technologies (BWXT): now $0.17 per share … Read more

Prepared Remarks From Nelson Exclusive Conference Call June 30

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Read President of Investment Research Brian Nelson’s prepared remarks for the yearly roundup conference call, held for Nelson Exclusive members. If you would like to subscribe to the Nelson Exclusive publication, please learn more about the publication here. The Nelson Exclusive publication does not reflect real performance. Performance is hypothetical and does not represent actual trading. Ladies and Gentlemen, Thank you very much for joining us on the first conference call for members of the Nelson Exclusive publication. The first year of the publication has surely been an exciting one for all involved. When I first wrote the introductory letter of the Nelson Exclusive on July 1, 2016, we were well-aware the market had laid down the gauntlet for this publication. … Read more

Valuentum’s 3 Breakthroughs in the Field of Finance and More

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Valuentum’s President Brian Nelson pauses for a picture before speaking at the CFA Society of Houston in March 2017. By Valuentum Editorial Staff Let’s cover Valuentum’s 3 major breakthroughs in the field of finance. The first one is big and may challenge you to rethink everything you think you know about investing. 1. On a logical framework, Valuentum has debunked John C. Bogle’s landmark syllogism that has paved the way for the concept of index investing. Index investing has been built on a logical shortcoming, whether supported by evidence or not. We think it is important that the investment community know of this. Read (pdf): The “Luck” and “Randomness” of Index Funds (2018), Brian Nelson, CFA See video documentation: /FALLACY_of_Index_Funds To … Read more

Dividend Increases/Decreases for the Week Ending March 11

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Colgate-Palmolive continues to enjoy the benefits of being a Dividend Aristocrat as it garners an elevated multiple as one of the most well-known consumer staples entities. Image source: Fredrick Rubensson Below we provide a list of firms that raised/lowered their dividends during the week ending March 11. 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 Alexandria Real Estate Equities (ARE): now $0.80 per share quarterly dividend, was $0.77. American Tower (AMT): now $0.51 per share quarterly dividend, was $0.49. Citizens Financial Services (CZFS): now $0.415 per share quarterly dividend, was $0.41. Colgate-Palmolive … Read more

Dividend Increases for the Week Ending March 13

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Below we provide a list of firms that raised their dividends during the week ending March 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 Children’s Place Retail Stores (PLCE): now $0.15 per share quarterly dividend, was $0.1325. Discover Financial Services (DFS): now $0.28 per share quarterly dividend, was $0.24. Equity Lifestyle Properties (ELS): now $0.375 per share quarterly dividend, was $0.325. Equity Residential (EQR): now $0.5525 per share quarterly dividend, was $0.50. General Mills (GIS): now $0.44 per share quarterly dividend, was $0.41. Goldman Sachs (GS): now $0.65 per share … Read more

Dividend Increases/Decreases for the Week Ending March 7

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Below we provide a list of firms that raised/lowered their dividends during the week ending March 7. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports, please click here (or use our ‘Symbol’ search box in our website header). Firms Raising Their Dividends This Week Agree Realty (ADC): now $0.43 per share quarterly dividend, was $0.41. Altisource Residential Corp (RESI): now $0.40 per share quarterly dividend, was $0.25. Avago Technologies (AVGO): now $0.27 per share quarterly dividend, was $0.25. The Children’s Place (PLCE): now $0.1325 per share quarterly dividend (first ever). Devon Energy (DVN): now $0.24 per share quarterly dividend, was $0.22. Family Dollar Stores (FDO): now … Read more

Dividend Increases/Decreases for the Week of March 10

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Below we provide a list of firms that raised their dividends during the week ending March 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                          American Assets Trust (AAT): now $0.33 per share quarterly dividend, was $0.32. American Express (AXP): now $0.60 per share quarterly dividend, was $0.52. Colgate-Palmolive (CL): now $0.48 per share quarterly dividend, was $0.47. Dick’s Sporting Goods (DKS): now $1.00 per share quarterly dividend, was $0.49. Dime Community Bancshares (DCOM): now $0.25 per share quarterly dividend, was $0.24. Hammond Power Solutions (HMDPF): now CAD 0.125 … Read more