Dividend Increases for the Week Ending October 10

Below we provide a list of firms that raised their dividends during the week ending October 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 Ameren (AEE): now $0.41 per share quarterly dividend, was $0.40. Kraft Foods Group (KRFT): now $0.55 per share quarterly dividend, was $0.525. Pall (PLL): now $0.305 per share quarterly dividend, was $0.275. PolyOne (POL): now $0.10 per share quarterly dividend, was $0.08. RPM International (RPM): now $0.26 per share quarterly dividend, was $0.24. >>Last week’s dividend increases.

The Dividend Dilemma

One of the core tenets of the Valuentum process not only rests in the all-important price vs. value consideration (see Valuentum’s Brian Nelson talk about that here), but also in “letting winners run.” At first read, these two items appear to be at odds with each other. For example, we preach about getting stocks at a bargain, but yet, we don’t sell holdings when they start to move beyond our estimate of their fair value. What gives? At the Valuentum core, we prefer an entry point that corresponds to the time when shares have substantial valuation and pricing support (i.e. they have high Valuentum Buying Index ratings), and we prefer an exit point when shares have little valuation and pricing … Read more

Dividend Increases for the Week Ending October 11

Below we provide a list of firms that raised their dividends for the week ending October 11. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports, please click here (or use our ‘Symbol’ search box in our website header). Firms Raising Their Dividends This Week Genesis Energy, LP (GEL): now $0.5225 per share quarterly dividend, was $0.51. Hospitality Properties Trust (HPT): now $0.48 per share quarterly dividend, was $0.47. Johnson Outdoors (JOUT): now $0.075 per share quarterly dividend (first ever dividend). Questcor Pharmaceuticals (QCOR): now $0.30 per share quarterly dividend, was $0.25. RPM International (RPM): now $0.24 per share quarterly dividend, was $0.225. Select Income REIT (SIR): now $0.46 … Read more

Stock Market Outlook for 2021

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

7 Hidden Dividend Aristocrats in Industrials

Image notes: The price-to-fair value ratio shows the relationship between the company’s stock price and our discounted cash-flow derived fair value estimate. Price is what you pay for the stock, while value is what you get. Price and fair value seldom equal. The savvy investor seeks to find stocks whose price is far below an informed forward-looking cash-flow-based fair value estimate of their intrinsic value. The Dividend Cushion ratio is a proprietary Valuentum measure that drives our assessment of the company’s Dividend Safety rating. The forward-looking measure assesses dividend coverage via the cash characteristics of the business. The Dividend Cushion is a ratio that sums the existing net cash (total cash less total long-term debt) a company has on hand … Read more