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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 November 6

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Below we provide a list of firms that raised their dividends during the week ending November 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 Aaron’s (AAN): now $0.045 per share quarterly dividend, was $0.040. Amcor (AMCR): now $0.1175 per share quarterly dividend, was $0.1150. AmerisourceBergen (ABC): now $0.44 per share quarterly dividend, was $0.42. Apartment Investment (AIV): now $8.20 per share special dividend, was $0.41. Banco Santander (Brasil) S.A. (BSBR): now $0.04 per share dividend, was $0.034. Barrick Gold (GOLD): now $0.09 per share quarterly dividend, was $0.08. BG Staffing … Read more

VBI Ratings Not as Impressive As We Would Have Liked in 2022

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Image: How the VBI rating system has ranked equities so far this year. By Brian Nelson, CFA At Valuentum, we use the Valuentum Buying Index (VBI) to source ideas into diversified simulated newsletter portfolios, and the VBI may be most applicable to the simulated Best Ideas Newsletter portfolio, where we generally like to include ideas when they register a high VBI rating and remove them when they register a low VBI rating. We always use the VBI in a portfolio setting and never by itself. But what about the Valuentum Buying Index ratings, themselves? How did they “perform” during 2022 in one of the worst years for stock market investors in history? Well, not as spectacular as we would have … 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

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 Ending May 10

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Below we provide a list of firms that raised their dividends during the week ending May 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 A&W Revenue Royalties Income Fund (AWRRF): now CAD 0.154 per share monthly dividend, was CAD 0.147. Algonquin Power & Utilities (AQN): now $0.141 per share quarterly dividend, was $0.1282. ALPS Alerian Energy Infrastructure ETF (ENFR): now $0.28753 per share quarterly dividend, was $0.25892. Atlantica Yield (AY): now $0.39 per share quarterly dividend, was $0.37. Arbor Realty Trust (ABR): now $0.28 per share quarterly dividend, was $0.27. … Read more

Dividend Increases/Decreases for the Week Ending May 6

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Below we provide a list of firms that raised/lowered their dividends during the week ending May 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 Agree Realty Corporation (ADC): now $0.48 per share quarterly dividend, was$0.465. American Campus Communities (ACC): now $0.42 per share quarterly dividend, was $0.40. AMG Advanced Metallurgical Group NV (AMVMF): now €0.11 per share semi-annual dividend, was €0.10. Ardmore Shipping (ASC): now $0.16 per share quarterly dividend, was $0.13. Artesian Resources Corporation (ARTNA): now $0.2249 per share quarterly dividend, was $0.2216. Bank Mutual Corporation (BKMU): now $0.055 … Read more

Dividend Increases/Decreases for the Week May 7

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Below we provide a list of firms that raised their dividends during the week ending May 7. 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 1st Constitution Bancorp (FCCY): now $0.10 per share quarterly dividend, was $0.09. Algonquin Power & Utilities (AQN): now $0.1706 per share quarterly dividend, was $0.1551. Allied Motion Technologies (AMOT): now $0.025 per share quarterly dividend, was $0.020. Arbor Realty Trust (ABR): now $0.34 per share quarterly dividend, was $0.33. Armada Hoffler Properties (AHH): now $0.16 per share quarterly dividend, was $0.15. Atlantic Union Bank (AUB): now … Read more

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

Dividend Increases/Decreases for the Week of May 5

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Below we provide a list of firms that raised their dividends during the week ending May 5. 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                          Allied Motion Technologies (AMOT): now $0.03 per share quarterly dividend, was $0.025. American International Group (AIG): now $0.36 per share quarterly dividend, was $0.32. Apple (AAPL): now $0.24 per share quarterly dividend, was $0.23. Arbor Realty Trust (ABR): now $0.42 per share quarterly dividend, was $0.40. ARC Resources (ARX:CA): now CAD 0.17 per share quarterly dividend, was CAD 0.15. Berry (BRY): now $0.12 per … Read more