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Dividend Increases/Decreases for the Week of May 17

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Below we provide a list of firms that raised their dividends during the week ending May 17. 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                          A2A S.p.A. (AEMMY): now $0.3362 per share annual dividend, was $0.3202. Advanced Drainage Systems (WMS): now $0.16 per share quarterly dividend, was $0.14. AIXTRON SE (AIIXY): now $0.576 per share annual dividend, was $0.452. AMMO, Inc. 8.75% PFD SER A (POWWP): now $0.559 per share quarterly dividend, was $0.553. Artisan Partners Asset Management (APAM): now $0.61 per share quarterly dividend, was $0.34. Assicurazioni Generali … Read more

Dividend Increases/Decreases for the Week Ending February 5

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Below we provide a list of firms that raised/lowered their dividends during the week ending February 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 3M (MMM): now $1.11 per share quarterly dividend, was $1.025. A-Mark (AMRK): now $0.07 per share quarterly dividend, was $0.05. Allegion (ALLE): now $0.12 per share quarterly dividend, was $0.10. Archer Daniels Midland Co. (ADM): now $0.30 per share quarterly dividend, was $0.28. Armada Hoffler Properties (AHH): now $0.18 per share quarterly dividend, was $0.17. AvalonBay Communities (AVB): now $1.35 per share quarterly dividend, was $1.25. … Read more

8 Announcements and Top Research You May Have Missed

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8 Announcements. This article was sent to members via email March 27. By Brian Nelson, CFA Hi everyone, Brian here. Trust you are doing great! Here are eight announcements I want you to be aware of: Everything we do is for our members. We’re very proud of the outperformance of the Best Ideas Newsletter portfolio, that we’ve never had a dividend cut in the Dividend Growth Newsletter portfolio, that our high-yield ideas are holding up very well, and the success rates of the Exclusive capital-appreciation ideas and short-idea considerations are running at approximately 80%. We’re proud to be your research partner. The odds of a Fed rate cut are going up as yield-curve inversion continues to threaten. The risks are more behavioral in … 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 February 5

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Below we provide a list of firms that raised their dividends during the week ending February 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 3M (MMM): now $1.48 per share quarterly dividend, was $1.47. Activision Blizzard (ATVI): now $0.47 per share annual dividend, was $0.41. Advanced Energy (AEIS): now $0.10 per share quarterly dividend. Allegion (ALLE): now $0.36 per share quarterly dividend, was $0.32. ALLETE (ALE): now $0.63 per share quarterly dividend, was $0.6175. Amdocs (DOX): now $0.36 per share quarterly dividend, was $0.33. Apollo Global Management (APO): now $0.60 … Read more

Industrial Bellwethers A Mixed Bag: GE, BA, CAT, DE, UNP

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Image Source: Caterpillar Inc – May 2022 Caterpillar Investor Day Presentation By Callum Turcan In this article, we cover the industrial landscape by digging into the recent financial and operational performance of General Electric Company (GE), Boeing Co (BA), Caterpillar Inc (CAT), Deere & Company (DE), and Union Pacific Corporation (UNP). Common themes include robust demand for their offerings, healthy order backlogs, and meaningful pricing power, though headwinds include substantial inflationary pressures, supply chain hurdles, and in certain instances, geopolitical tensions. General Electric will soon separate into three different publicly traded companies, and on a consolidated basis the firm is doing much better than years past. In 2022 and on a non-GAAP basis, General Electric is guiding for a 150+ … Read more

Dividend Increases/Decreases for the Week of February 7

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Below we provide a list of firms that raised their dividends during the week ending February 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                          3M (MMM): now $0.73 per share quarterly dividend, was $0.70. Allegion (ALLE): now $0.51 per share quarterly dividend, was $0.48. AllianceBernstein (AB): now $1.05 per share quarterly dividend, was $0.77. Alpine Income Property Trust (PINE): now $0.285 per share quarterly dividend, was $0.280. Amdocs (DOX): now $0.527 per share quarterly dividend, was $0.479. Ameren (AEE): now $0.71 per share quarterly dividend, was $0.67. American … Read more

The Dividend Cushion Meets the Dividend Aristocrats

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By Brian Nelson, CFA At Valuentum, we know that forward-looking dividend analysis and opinion is all that matters for most income investors. That’s why we’ve provided the following screen of key constituents in the SPDR S&P Dividend ETF (SDY) and their forward-looking Dividend Cushion ratio. After all, the past is just the past. The future is what counts. The SPDR S&P Dividend ETF is a fund that tracks the the S&P High Yield Dividend Aristocrats Index, which is “designed to measure the performance of the highest dividend-yielding S&P Composite 1500 Index constituents that have followed a managed-dividends policy of consistently increasing dividends every year for at least 20 consecutive years.” To access either the 16-page stock report or the dividend report of each firm in the following modified ‘Aristocrats’ … Read more

5 Years Strong!

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Image Source: Andy Maguire By Brian Nelson, CFA This month was an important one for our investment research firm, Valuentum, and its flagship newsletter, the Best Ideas Newsletter. The June 2016 edition means that we have now surpassed the 5-year anniversary of the inception of this newsletter’s portfolio (page 8). This is a critical time horizon that we and many others believe is a good one to assess the quality of any money manager. Money managers can be lucky or unlucky over very short periods of time, as in the case of perhaps a 12-24 month period, but those that can generate and retain outperformance over a 5-year period and longer typically are doing a lot of things right, even … Read more

Top Research and Ideas You May Have Missed

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Is Quant Value Giving Intrinsic Value Investors a Bad Name? Surely, you don’t believe Warren Buffett’s “style” is out of favor? By Brian Nelson, CFA I need to make sure that you’re aware of something very important. The media and perhaps many investment professionals define the concept of “value” as companies with low price-to-book (P/B) ratios, and the concept of “growth” as companies with high price-to-book ratios. This definition of “value” and “growth” and their corresponding returns have been magnified in writings throughout the media and across quantitative research, even in prestigious journals. Warren Buffett has been rallying against most quantitative applications and how “growth” and “value” are defined in popular media and quantitative research for decades.  Here’s one of the Oracle’s most … Read more