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

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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 of May 19

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Below we provide a list of firms that raised their dividends during the week ending May 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                          Advanced Drainage Systems (WMS): now $0.14 per share quarterly dividend, was $0.12. AMMO 8.75% PFD SER A (POWWP): now $0.559 per share quarterly dividend, was $0.547. Chubb (CB): now $0.86 per share quarterly dividend, was $0.83. Columbia Banking System (COLB): now $0.36 per share quarterly dividend, was $0.30. ENI (E): now $0.4719 per share dividend, was $0.4663. Farmers and Merchants Bancshares (FMFG): now $0.33 … 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

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

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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

7 Hidden Dividend Aristocrats in Industrials

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Image notes: The price-to-fair value ratio shows the relationship between the company’s stock price and our discounted cash-flow derived fair value estimate. Price is what you pay for the stock, while value is what you get. Price and fair value seldom equal. The savvy investor seeks to find stocks whose price is far below an informed forward-looking cash-flow-based fair value estimate of their intrinsic value. The Dividend Cushion ratio is a proprietary Valuentum measure that drives our assessment of the company’s Dividend Safety rating. The forward-looking measure assesses dividend coverage via the cash characteristics of the business. The Dividend Cushion is a ratio that sums the existing net cash (total cash less total long-term debt) a company has on hand … Read more

Dividend Increases/Decreases for the Week of May 24

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Below we provide a list of firms that raised their dividends during the week ending May 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                          Atea ASA (ATEAY): now $0.14 per share semi-annual dividend, was $0.13. Borr Drilling (BORR): now $0.10 per share quarterly dividend, was $0.05. Brenntag SE (BNTGY): now $0.371 per share semi-annual dividend, was $0.279. Brunello Cucinelli S.p.A. (BCUCY): now $0.32 per share annual dividend, was $0.23. Budweiser Brewing Company APAC Limited (BDWBY): now $0.169 per share annual dividend, was $0.120. Buzzi S.p.A. (BZZUY): now $0.211 … Read more

Stock Market Outlook for 2021

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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 May 21

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Below we provide a list of firms that raised their dividends during the week ending May 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 Advanced Drainage Systems (WMS): now $0.11 per share quarterly dividend, was $0.09. Ashland (ASH): now $0.30 per share quarterly dividend, was $0.275. Benchmark Electronics (BHE): now $0.165 per share quarterly dividend, was $0.16. C&F Financial (CFFI): now $0.40 per share quarterly dividend, was $0.38. Canadian Banc Corp (CNDCF): now CAD 0.0942 per share monthly dividend, was CAD 0.0918. Camping World (CWH): now $0.10 per share quarterly … Read more

Dividend Increases/Decreases for the Week May 20

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Below we provide a list of firms that raised their dividends during the week ending May 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      Advanced Drainage Systems (WMS): now $0.12 per share quarterly dividend, was $0.11. American Tower (AMT): now $1.43 per share quarterly dividend, was $1.40. AMES National (ATLO): now $0.27 per share quarterly dividend, was $0.26. AMMO, Inc. 8.75% PFD SER A (POWWP): now $0.559 per share quarterly dividend, was $0.547. Brigham Minerals (MNRL): now $0.60 per share quarterly dividend, was $0.45. Chubb (CB): now $0.83 per share … Read more

Dividend Increases/Decreases for the Week Ending May 15

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Below we provide a list of firms that raised their dividends during the week ending May 15. 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 AAON (AAON): now $0.19 per share semi-annual dividend, was $0.16. Cardinal Health (CAH): now $0.4859 per share quarterly dividend, was $0.4811. Farmers & Merchants Bancorp (FMCB): now $7.25 per share semi-annual dividend, was $7.15. GDL Fund (GDL): now $0.12 per share quarterly dividend, was $0.10. Israel Chemicals (ICL): now $0.023 per share quarterly dividend, was $0.018. iStar (STAR): now $0.11 per share quarterly dividend, was $0.10. … Read more