ICYMI: Valuentum’s Improved Stock and ETF Web Pages

Valuentum has rolled out improved stock and ETF web pages on its website valuentum.com/. Now, subscribers can access key proprietary information on the stock and ETF web pages in addition to the customary stock and ETF reports. Dear reader, We have some exciting news that we can’t wait to share with you! At valuentum.com/, we have rolled out new stock and ETF pages that conveniently include a variety of our proprietary metrics from the Dividend Cushion ratio to the Economic Castle rating and beyond! There’s even mouseover functionality so you can learn about how we define the key metrics across our stock-selection and dividend growth methodologies. You’ll still have access to the stock and dividend reports on the landing pages, … Read more

The “Luck” and “Randomness” of Index Funds

Please select the image below to download the document. Image shown, page 1 of 14. Tickerized for Valuentum’s coverage universe.

Video: Quants! You’re NOT Measuring VALUE and Nelson’s Theory of Universal Value

President of Investment Research Brian Nelson defines the concept of universal value and shows how quantitative statistical methods are inextricably linked to those of fundamental, financial, business-model related analysis. Value does not exist in respective process vacuums! Value is universal. Find out why. Running time: ~10 minutes.  Tickerized for Valuentum’s stock and ETF coverage universe. Transcript Hi this is Brian Nelson from Valuentum Securities, and this is the tenth edition of a series that I call “Off the Cuff,” where I get in front of the camera and I talk for ten minutes. This is what we have to talk about today. We have to talk about this concept: The Theory of Universal Value. Value does not exist in vacuums … Read more

Dividend Increases/Decreases for the Week Ending May 26

Below we provide a list of firms that raised/lowered their dividends during the week ending May 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 Advanced Drainage Systems (WMS): now $0.07 per share quarterly dividend, was $0.06. Agree Realty (ADC): now $0.505 per share quarterly dividend, was $0.495. Bank of Montreal (BMO): now CAD 0.90 per share quarterly dividend, was CAD 0.88. Bunge (BG): now $0.46 per share quarterly dividend, was $0.42. China Yuchai (CYD): now $0.90 per share annual dividend, was $0.85. Clipper Realty (CLPR): now $0.095 per share quarterly … Read more

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

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

More Consolidation in Industrial Gas Industry: Praxair and Linde

By Kris Rosemann Praxair (PX) and Linde (LNEGY) have finally agreed to tie the knot. After two years of on-and-off negotiations, and a good deal of demand headwinds, the second and third largest industrial gas companies in terms of annual sales have signed a nonbinding agreement to a merger of equals. This isn’t the first we’ve seen of consolidation near the top of the industrial gas space, however, after the completion of Air Liquide’s (AIQUY) purchase of Airgas for ~$13 billion in May 2016 pushed it past Linde as the big kahuna in the industry in terms of annual sales. Despite a return to the top spot in the industry, the deal might be too late in helping the firms … Read more

Dividend Increases/Decreases for the Week Ending May 13

Below we provide a list of firms that raised their dividends during the week ending May 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 AirBoss of America (ABSSF): now C$0.065 per share quarterly dividend, was C$0.06. Algonquin Power & Utilities (AQUNF): now $0.1059 per share quarterly dividend, was $0.09626. American Software (AMSWA): now $0.11 per share quarterly dividend, was $0.10. Black Box (BBOX): now $0.12 per share quarterly dividend, was $0.11. Colombia Pipeline (CPGX): now $0.13875 per share quarterly dividend, was $0.13375. Connecticut Water Service (CTWS): now $0.2825 per share … Read more

New England Wins!

Does that mean we’re doomed in 2015? Don’t be silly. The Super Bowl indicator, which says that if a team from the NFC wins we’re in for a good year, is akin to reading the stars. But the AFC’s Patriots won the big game – so does that mean 2015 will disappoint? Perhaps 2015 will…but certainly not because of the Patriots won the Super Bowl. A person doesn’t have to look much further than the NFC’s New York Giants winning the Super Bowl in 2008 to understand why such things just don’t matter. The dawn of the Financial Crisis that year sent stocks a-tumbling. It’s unfortunate that such things get so much attention because it makes it sound like the … Read more

Dividend Increases for the Week Ending April 18

Below we provide a list of firms that raised their dividends during the week ending April 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 CSX (CSX): now $0.16 per share quarterly dividend, was $0.15. Discover Financial Services (DFS): now $0.24 per share quarterly dividend, was $0.20. Donegal Group, Inc. (DGICA): now $0.1315 per share quarterly dividend, was $0.1275. Kinder Morgan (KMI): now $0.42 per share quarterly dividend, was $0.41. Kinder Morgan Energy Partners (KMP): now $1.38 per share quarterly dividend, was $1.36. LyondellBasell Industries (LYB): now $0.70 per share quarterly … Read more