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Dividend Increases/Decreases for the Week Ending August 18

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Below we provide a list of firms that raised/lowered their dividends during the week ending August 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 Ares Management (ARES): now $0.31 per share quarterly dividend, was $0.13. Atrion (ATRI): now $1.20 per share quarterly dividend, was $1.05. Canadian Banc Corp (CNDCF): now CAD 0.10333 per share monthly dividend, was CAD 0.099942. Community Bank System (CBU): now $0.34 per share quarterly dividend, was $0.32. Digirad (DRAD): now $0.055 per share quarterly dividend, was $0.05. Dillard’s (DDS): now $0.10 per share quarterly dividend, was … Read more

Hasbro Hit by Gross Margin, Timing Issues

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Shares of Dividend Growth Newsletter portfolio holding Hasbro dropped after the company reported its second quarter earnings. By Kris Rosemann Dividend Growth Newsletter portfolio holding Hasbro (HAS) has been knocking the proverbial cover off the ball with returns (its stock has nearly tripled since being added to the Dividend Growth Newsletter portfolio) and the company has rival Mattel’s (MAT) back against the wall, but the toy giant’s shares recently hit a speed bump. In its second-quarter results, released July 24, Hasbro reported revenue growth of 11%, operating profit margin expansion of 60 basis points, and net earnings-per-diluted-share growth of nearly 30%, but shares faced significant pressure following the release. On the surface, it looks to be another strong quarterly report … Read more

Best Ideas, Dividend Growth Newsletter Alerts and More

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Image Shown: The stock price performance of Boeing. Let’s take a look at recent news from newsletter portfolio holdings. We’re also parting with a “trade” we never should have made in the first place, and we’re letting go of one of our favorite restaurants in light of deteriorating technicals. This and more… By Brian Nelson, CFA Aside from predicting the ongoing inflation of the current equity market bubble in the US so far in 2017, we also thought crude oil prices (USO) would continue their recovery. Unfortunately, this hasn’t exactly worked out, and US crude oil prices have now entered a “bear market,” now falling below $43 per barrel. Are we saying that we know where crude oil prices are … Read more

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

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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

First Quarter 2017 Comes To A Close

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“Be sure to continue to study the difference between price and value—just because a stock’s price has advanced doesn’t make it more expensive if the value of its enterprise has increased at a faster rate. If you understand this concept, you may be smarter than 99.9% of the investing population.” – Brian Nelson, CFA By Brian Nelson, CFA The first quarter of 2017 came and went. Including dividends, the S&P 500 (SPY) roared nearly 6% higher during the period thanks to solid gains from the land of technology, an area that we have liked for the longest time. The Technology Select Sector SPDR (XLK) advanced more than 10% during the period, and key technology holdings in the Dividend Growth Newsletter … Read more

Hit or Miss in the Video Gaming Entertainment Industry

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The Valuentum analyst team talks the latest and greatest trends in the video game entertainment industry from tried-and-true titles to the financial positions of the largest players to retail big box and beyond. ~9 mins. Kris Rosemann: Welcome to Valuentum’s podcast. I’m Kris Rosemann and joining us today is Mr. Chris Araos. Chris, you have a strong background as an observer of trends in the video game entertainment industry. How would you say the world of gaming is shaping up these days? Chris Araos: Well, Kris — a lot has changed in video gaming in just the past five years thanks to the emergence of more-advanced mobile phones, which are just great devices to play games on. Unlike PCs or … Read more

Hasbro Heads into Holiday Season with Record Quarter

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“…the highlight of the firm’s portfolio was its performance in the ‘Girls’ product category, where revenue leapt 57% in the quarter and 48% in the first nine months of 2016 on a year-over-year basis. The Disney Princess and Frozen product lines remain the core drivers of such strong performance, with ancillary growth coming from the Dreamworks’ Trolls as well as the Baby Alive and Furby product lines.” – Kris Rosemann By Kris Rosemann Dividend Growth Newsletter portfolio holding Hasbro (HAS) reported one of the most successful quarters in company history October 17. The firm registered company records in quarterly revenue and earnings as each of its major operating segments generated sales growth. US and Canada revenue advanced 16% on a … Read more

Dividend Giant Hasbro Surges; Raises Dividend 10%+

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“If I had asked people what they wanted, they would have said faster horses.” – attributed to Henry Ford Image Source: Disney Entrepreneur Henry Ford had to be very careful listening to customer feedback when he first rolled out the automobile. If he hadn’t focused on his vision, he would have found himself trading the assembly line for a line of stalls housed to breed faster horses. The thought-processes behind the Valuentum strategy are much like those of Henry Ford selling the very first automobile to the American public. Though the horse and automobile both address means of transportation, the latter required a brand new way of thinking about travel itself. The automobile wasn’t “wrong,” if there can be a … Read more

Profit Taking in Hasbro’s Shares

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Note: On July 1, we took some profits on Hasbro (HAS) north of $75 per share. Please read the introduction on page 1 of the July edition of the Dividend Growth Newsletter .   Image Source: Hasbro Things are still going great at Hasbro, even as the sharp sell-off following its third-quarter report tries to tell a different story. We think the post-earnings drop in shares is merely profit taking, something we, too, had engaged in a few months ago with its shares in the Dividend Growth Newsletter portfolio. The company’s equity has more than doubled since the beginning of 2012, and investors are taking money of the table in advance of the all-important holiday season, in our view. In … Read more

You Must Be So Pleased!

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Image Source: Gage Skidmore We know it’s difficult for new members, especially those not following the newsletter portfolios directly, to read about the “story arc,” or the follow-ups on some of the ongoing ideas held within the newsletter portfolios. But Hasbro (HAS) is a rather unique case. For much of the past decade or so, the firm was simply written off as a physical toy company in a digital world. What we saw that others didn’t, however, was the firm’s lovable brand portfolio and the ongoing opportunity in its Entertainment and Licensing segment. Though the first quarter is the least significant of the year, shares are surging yet again on its quarterly performance. Absent currency exchange fluctuations, revenue advanced an … Read more