PEP

Dividend Increases/Decreases for the Week of May 3

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Below we provide a list of firms that raised their dividends during the week ending May 3. 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                          Aena S.M.E., S.A. (ANYYY): now $0.621 per share annual dividend, was $0.360. Aker BP ASA (AKRBY): now $0.174 per share quarterly dividend, was $0.173. American International Group (AIG): now $0.40 per share quarterly dividend, was $0.36. American Water Works (AWK): now $0.7650 per share quarterly dividend, was $0.7075. Apollo Global Management (APO): now $0.4625 per share quarterly dividend, was $0.4300. Apple Inc. (AAPL): now … 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

Dividend Increases/Decreases for the Week Ending May 3

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Below we provide a list of firms that raised their dividends during the week ending May 3. 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 Alexander & Baldwin (ALEX): now $0.165 per share quarterly dividend, was $0.145. American Campus Communities (ACC): now $0.47 per share quarterly dividend, was $0.46. Ames National Corporation (ATLO): now $0.24 per share quarterly dividend, was $0.23. Apple (AAPL): now $0.77 per share quarterly dividend, was $0.73. BP Midstream Partners (BPMP): now $0.3126 per share quarterly dividend, was $0.3015. Cal-Maine Foods (CALM): now $0.272 per share quarterly … Read more

Cisco Rallies Big Time!

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Image shown: Performance of the S&P 500 (SPY) since August 2017. As US equities continue their newly-found volatility, let’s take a look at some recent earnings reports and other developments around the markets. Cisco, the workhorse of both simulated newsletter portfolios, put up a fantastic report and upped its dividend. Berkshire continues to love Apple, and we maintain the view that the 10-year Treasury rate may be the greatest determinant of how well stocks perform in the coming decades. Airlines, garbage stocks, the “gas tax,” and more. By Kris Rosemann and Brian Nelson, CFA Do you know how happy it makes us to say that Cisco (CSCO) has been a staple of both the simulated Best Ideas Newsletter portfolio and … 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

2,350-2,750 on the S&P? Could the Coronavirus Catalyze a Financial Crisis?

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Image: We think a rather modest sell-off in the market to the target range of 2,350-2,750 on the S&P 500 is rather reasonable in the wake of one of the biggest economic shocks since the Global Financial Crisis. The chart above shows how far markets have advanced since 2011, and an adjustment lower to the target range of 2,350-2,750 is rather modest in such a context and would only bring markets to late 2018 levels (note red box as the target range). The range reflects ~16x S&P 500 12-month forward earnings estimates, as of February 14, adjusted down 10% due to COVID-19. When companies like Visa talk about a couple percentage points taken off of growth rates, one knows that … 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

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

Dividend Increases/Decreases for the Week February 11

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Below we provide a list of firms that raised their dividends during the week ending February 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 3M (MMM): now $1.49 per share quarterly dividend, was $1.48. Algoma Steel Group (ASTL): now $0.05 per share quarterly dividend. Amdocs (DOX): now $0.395 per share quarterly dividend, was $0.360. Ameren (AEE): now $0.59 per share quarterly dividend, was $0.55. Ametek (AME): now $0.22 per share quarterly dividend, was $0.20. Ares Management (ARES): now $0.61 per share quarterly dividend, was $0.47. AstraZeneca PLC (AZN): now $1.97 … 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