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The Dividend Cushion Ratio: Unadjusted Is Less Subjective, Adjusted Is More Subjective

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  Image Source: Mike Lawrence Question: I’m a subscriber. I’m looking at your Dividend Report for Enterprise Product Partners (EPD). It says your Valuentum Adjusted Dividend Cushion ratio for EPD is 1.8 (a ratio that includes future expected proceeds from capital raising endeavors in the coming years), but several lines below it says the Unadjusted Dividend Cushion ratio, which is your regular normal ratio (a ratio that does not include future expected proceeds from capital raising endeavors in the coming years), is 0.22. Please explain the difference between the two ratios, and what is considered a good ratio for the Unadjusted Dividend Cushion ratio, what is an excellent score, what is neutral and what is poor? Also, how much relative importance should … Read more

Dividend Increases/Decreases for the Week Ending March 2

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Below we provide a list of firms that raised their dividends during the week ending March 2. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports, please use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week Altria (MO): now $0.70 per share quarterly dividend, was $0.66. Analog Devices (ADI): now $0.48 per share quarterly dividend, was $0.45. Bank of Nova Scotia (BNS): now CAD 0.82 per share quarterly dividend, was CAD 0.79. Beasley Broadcast Group (BBGI): now $0.05 per share quarterly dividend, was $0.045. Best Buy (BBY): now $0.45 per share quarterly dividend, was $0.34. Bloomin’ Brands (BLMN): now $0.09 per … Read more

Dividend Increases/Decreases for the Week August 27

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Below we provide a list of firms that raised their dividends during the week ending August 27. 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 Alpine Income Property Trust (PINE): now $0.255 per share quarterly dividend, was $0.250. Altria (MO): now $0.90 per share quarterly dividend, was $0.86. Atlanticus Holdings Corporation 7.625% PER PFD B (ATLCP): now $0.4977 per share quarterly dividend. Avnet (AVT): now $0.24 per share quarterly dividend, was $0.22. Bank of Hawaii (BOH): now $0.70 per share quarterly dividend, was $0.67. bebe stores (BEBE): now $0.15 per share … Read more

Valuentum: Now Bearish, We’ve Been Here Every Step of the Way

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Valuentum Has Been Here Every Step of the Way   From the COVID-19 top in February 2020 to the COVID-19 bottom to the massive bull run through the end of 2021, we’ve been here for you.    2022 started out to be a rough year, catching many by surprise.   But Valuentum stayed positive. When the markets headed south in June, Valuentum stood its ground. On June 14, Valuentum said that “we still believe stocks could make a “huge rebound” in the near term.   We reiterated our views a few days later and on June 19, we said that “investors shouldn’t panic during this bear market” and that “stocks remain an attractive proposition at the moment and a very attractive consideration … Read more

Update: Frequently Asked Questions About Valuentum Securities, Inc.

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What is Valuentum Securities? Valuentum (val∙u∙n∙tum) [val-yoo-en-tuh-m] Securities Inc. is an independent investment research publisher, offering premium equity reports and dividend reports, as well as commentary across all sectors/companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools/products, and more. Independence and integrity remain our core, and we strive to be a champion of the investor. Valuentum is based in the Chicagoland area. Valuentum is not a money manager, broker, or financial advisor. Valuentum is a publisher of financial information. How do I subscribe to Valuentum’s investment research services? 1)    Click the following link: signup-page. 2)    Select your membership plan. 3)    Enter your contact details. 4)    Click ‘Sign Up.’ 5)    Complete your purchase. 6)   Your payment profile may be recurring, so please check … Read more

Understanding How Dividends Impact Intrinsic Value Estimation

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  “Dividends are a transfer of cash to the shareholders that the shareholders owned anyway.” — Brian Nelson, CFA By Brian Nelson, CFA Many investors use the strategy of dividend growth investing as a means to generate increasing income in their retirement portfolios to stay ahead of inflation, or as a means to grow an income stream in the decades before retirement. Though we think such a strategy has merit, we think it’s important for readers to understand how a cash dividend payment impacts the valuation (intrinsic worth) of a company. In this article and for analytical purposes, we use the terms ‘dividend’ and ‘distribution’ interchangeably, even though the tax implications for investors are different. Let’s address the important concept … Read more

SEC Approves Financial Weapon of Mass Destruction and More Earnings Reports

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Let’s talk about quadruple-leveraged ETFs, Apple’s and Altria’s earnings reports, Coach’s fundamental improvement, Gilead’s fall from grace, IBM’s ongoing deterioration and more. By Brian Nelson, CFA Well, it is what it is as they say. In our ETF research and analysis, we consistently warn readers about the long-term price erosion dynamics of ultra-leveraged ETFs (of the double and triple variety), vehicles that we have emphasized are for “day traders,” not long-term investors. Believe it or not, however — we received news May 3 that the SEC approved a request to now list quadruple-leveraged ETFs, what we describe to be “financial weapons of mass destruction.” Yikes. You read that correctly–quadruple-leveraged exchange traded funds, ones that mimic the movement of the index … 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

Dividend Increases/Decreases for the Week of August 23

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Below we provide a list of firms that raised their dividends during the week ending August 23. 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                          Addtech AB (publ.) (ADDHY): now $0.1345 per share annual dividend, was $0.0833. Advanced Info Service Public Ltd. ADR (AVIFY): now $0.1093 per share semi-annual dividend, was $0.1025. Alpine Income Property Trust (PINE): now $0.280 per share quarterly dividend, was $0.275. Altria (MO): now $1.02 per share quarterly dividend, was $0.98. Anglo American Platinum (ANGPY): now $0.0618 per share semi-annual dividend, was $0.0572. Amotiv Limited … Read more

Philip Morris International Moving on Upwards

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Image Shown: We increased the weighting in shares of Philip Morris International in the High Yield Newsletter portfolio back on November 18, 2019. Shares of PM have rallied aggressively off of their Fall 2019 lows through the middle of February 2020. By Callum Turcan One of our favorite high yield ideas out there is Philip Morris International Inc (PM), and please note we increased the weighting of shares of PM in our High Yield Dividend Newsletter portfolio (check out our HYDN here) back on November 18, 2019 (link here covering those portfolio changes), and our timing couldn’t have been better considering shares of PM have aggressively rallied since September 2019 through the middle of February 2020. There’s still room for … Read more