MCHP

Dividend Increases/Decreases for the Week Ending January 30

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Let’s take a look at dividend increases/decreases for the week ending January 30.

Dividend Increases for the Week Ending October 31

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Below we provide a list of firms that raised their dividends during the week ending October 31. 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 Access Midstream Partners (ACMP): now $0.615 per share quarterly distribution, was $0.5950. AFLAC (AFL): now $0.39 per share quarterly dividend, was $0.37. Allison Transmission (ALSN): now $0.15 per share quarterly dividend, was $0.12. Associated Banc (ASBC): now $0.10 per share quarterly dividend, was $0.09. Atlas Energy (ATLS): now $0.52 per share quarterly distribution, was $0.49. Atlas Pipeline (APL): now $0.64 per share quarterly distribution, was $0.63. … Read more

Intel Still Resilient Despite “Peer Pressure”

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As we hinted on the day of Microchip’s (MCHP) warning, we thought Intel (INTC) may be a standout in the chip space, and the company didn’t disappoint. The company’s third-quarter results beat estimates on both the top and bottom lines, and management issued solid guidance. Intel is included in both the Best Ideas portfolio and Dividend Growth portfolio. The headlines were impressive. Intel’s third-quarter revenue of $14.6 billion advanced 8% on a year-over-year basis thanks in part to record quarterly unit shipments of PCs, servers, tablets, phones and Internet of Things. It was its best-ever third-quarter revenue performance. The firm also noted that the quarter marked the first time that it shipped more than 100 million microprocessors in a quarter. Equally … Read more

The Correction: Draghi; Chip, Telecom Warnings; Oil and MLPs

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The equity markets have been under significant pressure the past few weeks, and we think there is further downside to come. Our view is that the equity markets will be lower than today’s levels within the next 6-18 months, if not tomorrow or next week or next month. We’ve taken profits on cyclicals, and we’ve already closed out the put option hedges in both portfolios for a substantial gain (the latest transaction alert email can be accessed here). Europe appears to be in a giant mess again. The region hadn’t been strong by any stretch of the imagination, but we recently picked up material weakness during Ford’s (F) recent analyst day, which in part prompted us to take a very … Read more

Dividend Increases for the Week Ending August 1

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Below we provide a list of firms that raised their dividends during the week ending August 1. The dividend reports of covered firms on this list will be updated shortly with the new information. To access the dividend reports please use the ‘Symbol’ search box in the website header. Firms Raising Their Dividends This Week Acme United (ACU): now $0.09 per share quarterly dividend, was $0.08. Alliance Resource Partners (ARLP): now $0.625 per share quarterly distribution, was $0.611. CBOE (CBOE): now $0.21 per share quarterly dividend, was $0.18. CorEnergy (CORR): now $0.13 per share quarterly dividend, was $0.129. Crane (CR): now $0.33 share quarterly dividend, was $0.30. Healthcare Trust of America (HTA): now $0.145 per share quarterly dividend, was $0.14375. Host … Read more

Valuentum Economic Castleâ„¢ Rating Update

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Read: Keeping the Horse Before the Cart: Valuentum’s Economic Castle™ Rating The Economic Castle Focuses on the Magnitude of Economic Value Creation The Valuentum Economic Castle™ rating is an enhancement of the competitive advantage framework (commonly known as economic moat analysis) that has become widespread and ubiquitous within the investing world. Whereas an economic moat framework evaluates a firm on the basis of the sustainability and durability of its competitive advantages, Valuentum’s Economic Castle™ rating evaluates a firm on the basis of the firm’s future economic profit spread (return on invested capital less its weighted average cost of capital). The companies with the strongest Valuentum Economic Castle™ ratings are poised to generate the most economic value for shareholders in the … Read more

Dividend Increases for the Week Ending May 9

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Below we provide a list of firms that raised their dividends during the week ending May 9. 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 $0.13 per share semi-annual dividend, was $0.10. Ametek (AME): now $0.09 per share quarterly dividend, was $0.06. Argo Group (AGII): now $0.18 per share quarterly dividend, was $0.15. Arsenal Energy (AEYIF): now $0.065 per share quarterly dividend, was $0.06. Assurant (AIZ): now $0.27 per share quarterly dividend, was $0.25. Autoliv (ALV): now $0.54 per share quarterly dividend, was $0.52. Baker Hughes (BHI): now … Read more

Dividend Increases/Decreases for the Week Ending November 11

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Below we provide a list of firms that raised/lowered their dividends during the week ending November 11. 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 $0.13 per share semi-annual dividend, was $0.11. Acadia Realty Trust (AKR): now $0.26 per share quarterly dividend, was $0.25. AmerisourceBergen (ABC): now $0.365 per share quarterly dividend, was $0.34. Atmos Energy (ATO): now $0.45 per share quarterly dividend, was $0.42. Automatic Data Processing (ADP): now $0.57 per share quarterly dividend, was $0.53. BOK Financial (BOKF): now $0.44 per share quarterly dividend, was $0.43. … Read more

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