US Congress Is Getting Ready to Pass a Massive ~$2.2 Trillion Fiscal Stimulus Bill

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

Dividend Increases/Decreases for the Week of November 11

Below we provide a list of firms that raised 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                A&W Revenue Royalties Income Fund (AW.UN:CA): now CAD 0.16 per share monthly dividend, was CAD 0.15. A10 (ATEN): now $0.06 per share quarterly dividend, was $0.05. AAON (AAON): now $0.24 per share semi-annual dividend, was $0.19. AFLAC (AFL): now $0.42 per share quarterly dividend, was $0.40. Arko Corp. (ARKO): now $0.03 per share quarterly dividend, was $0.02. Assurant (AIZ): now $0.70 per share quarterly dividend, … Read more

Nelson: The 16 Most Important Steps To Understand The Stock Market

A previous version of this article appeared on our website July 21, 2013. Refreshed and updated throughout, as of July 2018. By Brian Nelson, CFA After earning my MBA at the University of Chicago Booth School of Business and training stock and credit analysts from large organizations over the past decade or so, I have heard just about every question (though I admit I am still surprised by many things and remain a very humble student of the markets). I’ve also spent years perfecting the discounted cash flow process for large research organizations such as Morningstar and studied under one of the most famed aggressive growth investors of all time, Richard Driehaus. My knowledge runs the gamut from value through … Read more

Dividend Increases/Decreases for the Week November 12

Below we provide a list of firms that raised their dividends during the week ending November 12. 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 Angel Oak Mortgage (AOMR): now $0.36 per share quarterly dividend, was $0.12. Assurant (AIZ): now $0.68 per share quarterly dividend, was $0.66. Astec (ASTE): now $0.12 per share quarterly dividend, was $0.11. Atlantica Sustainable Infrastructure (AY): now $0.435 per share quarterly dividend, was $0.430. Atmos Energy (ATO): now $0.68 per share quarterly dividend, was $0.63. Autoliv (ALV): now $0.64 per share quarterly dividend, was $0.62. Automatic … Read more

VIDEO/TRANSCRIPT: 2021 Valuentum Exclusive Call: Inflation Is Good

Valuentum’s President Brian Michael Nelson, CFA, explains why investors should not fear inflation, why government agencies such as the Fed and Treasury are prioritizing something other than price discovery, why the 10-year Treasury rate is a must-watch metric, and why Valuentum prefers the moaty constituents in large cap growth due to their net cash rich balance sheets, tremendous free cash flow generating potential, and secular growth tailwinds. Transcript: << Valuentum’s Best Ideas On behalf of the Valuentum team, I’d like to present to you our prepared remarks for the Valuentum Exclusive conference call for 2021. It is both an honor and a privilege to share our team’s work with you, and I personally am very grateful for your continued interest … Read more

How to Think About Corporate Tax Reform

ICYMI — Video: Will Hasty Policy Facilitate the Next Leg Down, or Do We Have It Coming Anyway?

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 Ending December 20

Below we provide a list of firms that raised their dividends during the week ending December 20. 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 ABM Industries (ABM): now $0.185 per share quarterly dividend, was $0.180. ALPS Cohen & Steers Global Realty Majors ETF (GRI): now $0.5113 per share quarterly dividend, was $0.2705. ALPS ETF Trust – ALPS Equal Sector Weight ETF (EQL): now $0.4789 per share quarterly dividend, was $0.3609. ALPS ETF Trust – ALPS International Sector Dividend Dogs ETF (IDOG): now $0.5014 per share quarterly dividend, was $0.167. ALPS … Read more

Dividend Increases/Decreases for the Week November 13

Below we provide a list of firms that raised their dividends during the week ending November 13. 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 Absolute Software (ABST): now CAD 0.08 per share quarterly dividend. Air Lease (AL): now $0.16 per share quarterly dividend, was $0.15. Assurant (AIZ): now $0.66 per share quarterly dividend, was $0.63. Atmos Energy (ATO): now $0.625 per share quarterly dividend, was $0.575. Automatic Data Processing (ADP): now $0.93 per share quarterly dividend, was $0.91. Bancroft Fund (BCV): now $2.25 per share year-end dividend, was $0.29. Barings … Read more

Dividend Increases/Decreases for the Week of November 10

Below we provide a list of firms that raised their dividends during the week ending November 10. 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                          Air Lease (AL): now $0.21 per share quarterly dividend, was $0.20. Airtel Africa Plc (AAFRF): now $0.0238 per share semi-annual dividend. Artesian Resources (ARTNA): now $0.2897 per share quarterly dividend, was $0.2840. Assurant (AIZ): now $0.72 per share quarterly dividend, was $0.70. Atmos Energy (ATO): now $0.805 per share quarterly dividend, was $0.740. Autoliv (ALV): now $0.68 per share quarterly dividend, was $0.66. Automatic … Read more