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Dividend Increases/Decreases for the Week of September 26

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Below we provide a list of firms that raised their dividends during the week ending September 26. 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                          Accenture (ACN): now $1.63 per share quarterly dividend, was $1.48. Bank of South Carolina (BKSC): now $0.23 per share quarterly dividend, was $0.21. City Holding (CHCO): now $0.87 per share quarterly dividend, was $0.79. Concentrix (CNXC): now $0.36 per share quarterly dividend, was $0.33. First United (FUNC): now $0.26 per share quarterly dividend, was $0.22. Honeywell International (HON): now $1.19 per share quarterly dividend, … Read more

Dividend Increases/Decreases for the Week of June 27

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Below we provide a list of firms that raised their dividends during the week ending June 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                          AZZ (AZZ): now $0.20 per share quarterly dividend, was $0.17. Bank of South Carolina (BKSC): now $0.21 per share quarterly dividend, was $0.19. Cadiz Inc. 8.875% DEP PFD A (CDZIP): now $0.56 per share quarterly dividend, was $0.55. Chorus Aviation (CHR:CA): now CAD 0.08 per share quarterly dividend, was CAD 0.07. Euroholdings Ltd. (EHLD): now $0.14 per share quarterly dividend. First Bancorp (FNLC): now … Read more

What Causes Fair Value Estimates to Change?

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Image: A screenshot of the discounted cash-flow model learning tool for individual investors. By Brian Nelson, CFA If you’ve been a member of Valuentum for a while, you’ll notice that when we update a stock report, our estimate of a company’s fair value and the firm’s Valuentum Buying Index ratings can change. This is completely normal and should be expected (over time, companies generate cash and stock prices change). But sometimes the changes can be confusing, particularly if they are material (i.e. 10%, 20%, or more). In this article, let’s talk about why changes are standard operating procedure for investment research publishers. First, some background. Our estimate of a company’s fair value is driven by myriad factors. To derive a … Read more

Dividend Increases/Decreases for the Week of September 6

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Below we provide a list of firms that raised their dividends during the week ending September 6. 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                          AGL Energy Limited (AGLXY): now $0.1421 per share semi-annual dividend, was $0.0987. 6Phillips Edison (PECO): now $0.1025 per share monthly dividend, was $0.0975. AEGON (AEG): now $0.178 per share semi-annual dividend, was $0.172. Brady (BRC): now $0.24 per share quarterly dividend, was $0.23. Clinuvel Pharmaceuticals (CLVLY): now $0.0299 per share annual dividend, was $0.0234. Fairfax Financial Holdings Limited RESET CV PFD I (FFH.PR.I:CA): now … Read more

Dividend Increases/Decreases for the Week of September 22

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Below we provide a list of firms that raised their dividends during the week ending September 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                          American Tower (AMT): now $1.62 per share quarterly dividend, was $1.57. Argan (AGX): now $0.30 per share quarterly dividend, was $0.25. Axfood (AXFOY): now SEK 4.00 per share dividend. Costain Group (CTNGY): now GBP 0.004 per share semi-annual dividend. E Split Corp. PFD (ENS.PR.A:CA): now CA 0.175 per share quarterly dividend, was CAD 0.1312. Equity Bancshares (EQBK): now $0.12 per share quarterly dividend, was … Read more

Apple iPhone Supply Disruptions Not Likely to Hurt Markets with Overall Holiday Sales Reportedly Strong

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Image: Holiday sales are expected to expand ~2.5% in 2022 over very strong growth in 2021 and 2020. Image Source: Adobe By Brian Nelson, CFA Tesla (TSLA) CEO Elon Musk and Apple (AAPL) CEO Tim Cook seemingly have worked out a plan for Apple to keep advertising on the Twitter platform after what looked to be a temporary pause by the iPhone maker. Though the news is immaterial to our thesis on Apple in any respect, it was good to see the two tech giants work whatever differences they had out. Certainly, a fallout between Musk and Cook would not be a good thing for the tech sector and innovation, more broadly, as the two wield large influences across Silicon … Read more

We’ve Suspended Coverage of Stocks in the Disruptive Innovation Industry

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Order the Exclusive publication here to gain access to idea generation that covers some of the most innovative stocks. As a member to the Exclusive publication, you’ll receive one income idea, one capital appreciation idea, and one short idea consideration each month! Order today >> — We’ve suspended coverage of stocks in the ‘Disruptive Innovation’ industry. The ‘Disruptive Innovation’ industry is unique in almost every way. The companies included don’t necessarily share a similar traditional industry or sector make-up, but they do share one big thing in common: They continue to disrupt the traditional way of doing things. Carvana is changing how consumers buy used cars, Roku is leading the streaming charge against linear TV, Teradyne’s industrial robotics technology is … Read more

Sonos Expected to Continue Growing Rapidly; Margin Concerns Remain Key Issue

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Image Source: Sonos Inc – Fourth Quarter of Fiscal 2021 IR Earnings Presentation Executive Summary: Sonos Inc’s financial performance staged an impressive turnaround in fiscal 2021. The company exited fiscal 2021 with a $640 million net cash position and generated $208 million in free cash flow that fiscal year. Sonos is leveraging its financial strength by buying back its stock. The firm is also considering potential M&A activities that could be used to enhance its growth runway, with an eye towards the potential for Sonos to expand into the premium wireless headphone space. Sonos forecasts that it will grow its revenues by double-digits annually in fiscal 2022, though its margins are expected to face moderate headwinds this fiscal year. Shares … Read more

Microsoft Is Buying Activision On Way to Becoming Video Game Giant

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Image Shown: Microsoft Corporation is buying Activision Blizzard Inc, the largest buyout for a US tech firm ever. Image Source: Microsoft Corporation – January 2022 IR Presentation covering its acquisition of Activision Blizzard Inc By Callum Turcan On January 18, Microsoft Corporation (MSFT) made history by making an all-cash offer to purchase Activision Blizzard Inc (ATVI) for $95 per share. The boards of both companies have already approved the deal. Inclusive of Activision’s net cash position, the deal is worth $68.7 billion which makes it the largest buyout ever for a US tech firm according to CNBC. This deal is expected to close in fiscal 2023 (Microsoft’s fiscal year ends in June). Once it closes, assuming the deal pasts antitrust … Read more

Sonos Showing Signs of Life

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Image Shown: Shares of Sonos Inc are showing signs of life in 2020 after its poor showing in the quarters that followed its initial public offering back in August 2018. By Callum Turcan Shares of the audio streaming services and wireless home audio products company Sonos Inc (SONO) are starting to show signs of life after their poor showing in the quarters that followed its initial public offering back in August 2018. More recently, shares of SONO have started to surge higher after the firm reported fourth quarter and full year earnings for fiscal 2020 (period ended October 3, 2020) on November 18. The company smashed past consensus top- and bottom-line estimates, though most importantly, Sonos provided very promising guidance … Read more