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Dividend Increases/Decreases for the Week Ending May 1

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Below we provide a list of firms that raised their dividends during the week ending May 1. 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 Ames National (ATLO): now $0.25 per share quarterly dividend, was $0.24. American Water Works (AWK): now $0.55 per share quarterly dividend, was $0.50. Apple (AAPL): now $0.82 per share quarterly dividend, was $0.77. Capital Power Income (CPAXF): now CAD 0.48 per share quarterly dividend, was CAD 0.45. Cheniere Energy Partners (CQP): now $0.64 per share quarterly dividend, was $0.63. Coca-Cola FEMSA, S.A.B. de C.V. (KOF): now … Read more

Roaring 20s? — Consumer Staples Valuations Stretched

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Strong outlooks for Kimberly-Clark, United Technologies, Hexcel and Lockheed Martin point to an economy that is still gaining momentum. We caution investors of consumer staples stocks, however, with many equities holding large net debt positions, and the sector trading at almost 20 times forward earnings. Learn about the difference between the Best Ideas Newsletter portfolio and the Exclusive publication and much more in this note. Image Source: Alan Levine — By Brian Nelson, CFA Welcome new members!    As you’re getting familiar with the website, please watch the Navigation Video. For those passionate about financial analysis and to see how deep our team goes with our research, please watch the Financial Analysis Video. Finally, don’t forget to flip through the , and read our … Read more

Dividend Increases/Decreases for the Week of February 16

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Below we provide a list of firms that raised their dividends during the week ending February 16. 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                          Advanced Info Service Public Ltd. ADR (AVIFY): now $0.102 per share semi-annual dividend, was $0.090. Ardmore Shipping (ASC): now $0.21 per share quarterly dividend, was $0.16. British American Tobacco (BTI): now $0.7431 per share quarterly dividend, was $0.7006. Brookfield Reinsurance (BNRE): Now $0.08 per share quarterly dividend, was $0.07. Brunswick (BC): now $0.42 per share quarterly dividend, was $0.40. Cisco (CSCO): now $0.40 per … Read more

Dividend Increases/Decreases for the Week Ending February 22

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Below we provide a list of firms that raised their dividends during the week ending February 22. 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 Alamos Gold (AGI): now $0.01 per share quarterly dividend, was $0.005 (adjusted for semi-annual). Analog Devices (ADI): now $0.54 per share quarterly dividend, was $0.48. Apollo Global Management (APO): now $0.56 per share quarterly dividend, was $0.46. Ares Commercial Real Estate (ACRE): now $0.33 per share quarterly dividend, was $0.31. Argo Group International Holdings (ARGO): now $0.31 per share quarterly dividend, was $0.27. Armada Hoffler Properties … Read more

There Is Milk At The Store

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This article first appeared in the September edition of the High Yield Dividend Newsletter. For more information about this publication, please see here. “Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” — Winston Churchill By Brian Nelson, CFA Very few of us could have imagined that we’d witness the bull market that began on that fateful day in March 2009 that might very well mark a generational low. In 2009, major investment banks around the globe were struggling to survive, and the fallout in the mortgage markets left the banks holding paper that nobody wanted to own, let alone buy. The global financial system … Read more

Dividend Increases/Decreases for the Week of February 17

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Below we provide a list of firms that raised their dividends during the week ending February 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                          AllianceBernstein (AB): now $0.70 per share quarterly dividend, was $0.64. Allstate (ALL): now $0.89 per share quarterly dividend, was $0.85. Analog Devices (ADI): now $0.86 per share quarterly dividend, was $0.76. Annaly Capital Management 6.95% PFD SER F (NLY.PF): now $0.6076 per share quarterly dividend, was $0.5417. Auburn National (AUBN): now $0.27 per share quarterly dividend, was $0.265. Banc of California (BANC): now $0.10 … Read more

Dividend Increases/Decreases for the Week Ending February 17

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Below we provide a list of firms that raised/lowered their dividends during the week ending February 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 AdvancePierre Foods (APFH): now $0.16 per share quarterly dividend, was $0.14. Aetna (AET): now $0.50 per share quarterly dividend, was $0.25. Analog Devices (ADI): now $0.45 per share quarterly dividend, was $0.42. Auburn National Bancorporation, Inc. (AUBN): now $0.23 per share quarterly dividend, was $0.225. Barrick Gold (ABX): now $0.03 per share quarterly dividend, was $0.02. Buckeye Partners (BPL): now $1.2375 per share quarterly dividend, was … Read more

Dividend Increases/Decreases for the Week Ending February 16

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Below we provide a list of firms that raised their dividends during the week ending February 16. 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 $0.96 per share quarterly dividend, was $0.71. AllianceBernstein (AB): now $0.84 per share quarterly dividend, was $0.51. Applied Industrial Technologies (AIT): now $0.30 per share quarterly dividend, was $0.29. Apollo Global Management (APO): now $0.66 per share quarterly dividend, was $0.39. Arch Coal (ARCH): now $0.40 per share quarterly dividend, was $0.35. Auburn National (AUBN): now $0.24 per share quarterly dividend, was $0.23. … Read more

The Success Equation Book Review: Is the Skill Paradox a Myth in Investing? We Think So

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“If I’d just tried for them dinky singles, I could’ve batted around .600.” – Babe Ruth — “In investing, the trend toward conformity is clear. For example, portfolios today look more like their benchmarks than they did thirty years ago. The average active share, a measure of how different a mutual fund portfolio is compared to its benchmark, has fallen from 75 percent in 1980 to about 60 percent in 2010 in the United States. Leaders in sports as well as in business fear straying too far from convention, even in cases where the convention isn’t all that great (page 174).” – The Success Equation (2012) — This article was originally published October 16, 2020. — By Brian Nelson, CFA — … Read more

The Dividend Cushion Ratio: Unadjusted Is Less Subjective, Adjusted Is More Subjective

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  Image Source: Mike Lawrence Question: I’m a subscriber. I’m looking at your Dividend Report for Enterprise Product Partners (EPD). It says your Valuentum Adjusted Dividend Cushion ratio for EPD is 1.8 (a ratio that includes future expected proceeds from capital raising endeavors in the coming years), but several lines below it says the Unadjusted Dividend Cushion ratio, which is your regular normal ratio (a ratio that does not include future expected proceeds from capital raising endeavors in the coming years), is 0.22. Please explain the difference between the two ratios, and what is considered a good ratio for the Unadjusted Dividend Cushion ratio, what is an excellent score, what is neutral and what is poor? Also, how much relative importance should … Read more