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Dividend Increases/Decreases for the Week Ending February 3

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Below we provide a list of firms that raised/lowered their dividends during the week ending February 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 Allegion (ALLE): now $0.16 per share quarterly dividend, was $0.12. Amanda Hoffler Properties (AHH): now $0.19 per share quarterly dividend, was $0.18. Apartment Investment (AIV): now $0.36 per share quarterly dividend, was $0.33. Apollo Global Management (APO): now $0.45 per share quarterly dividend, was $0.35. AvalonBay Communities (AVB): now $1.42 per share quarterly dividend, was $1.35. Avista Corporation (AVA): now $0.3575 per share quarterly dividend, was … Read more

There Is Milk At The Store

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This article first appeared in the September edition of the High Yield Dividend Newsletter. For more information about this publication, please see here. “Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” — Winston Churchill By Brian Nelson, CFA Very few of us could have imagined that we’d witness the bull market that began on that fateful day in March 2009 that might very well mark a generational low. In 2009, major investment banks around the globe were struggling to survive, and the fallout in the mortgage markets left the banks holding paper that nobody wanted to own, let alone buy. The global financial system … Read more

Seeking Balance: What’s Happening in the Crude Oil and Iron Ore Markets

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Image Source: Sollven Melindo Commodity prices are notoriously volatile as the global markets often struggle to maintain a sustainable balance of supply-demand. Let’s take a look at some recent developments and coming events that are impacting the prices of crude oil and iron ore. By Kris Rosemann We’re not rushing to add any commodity-based exposure at the moment. We have some of course – but we’re not looking to add more to the newsletter portfolios. For starters, the iron ore pricing market appears to be setting itself up for another period of pain, and we’re preaching serious levels of caution for those considering the space as iron-ore prices have already begun to descend from the peak of the puzzling early-2017 … Read more

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

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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

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

Dividend Increases/Decreases for the Week Ending May 12

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Below we provide a list of firms that raised/lowered their dividends during the week ending May 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 The Brink’s (BCO): now $0.15 per share quarterly dividend, was $0.10. Buckeye Partners (BPL): now $1.25 per share quarterly dividend, was $1.2375. BWX Technologies (BWXT): now $0.11 per share quarterly dividend, was $0.09. Cabot (CBT): now $0.315 per share quarterly dividend, was $0.30. Canadian Pacific Railway (CP): now CAD 0.5625 per share quarterly dividend, was CAD 0.50. Clorox (CLX): now $0.84 per share quarterly dividend, was … Read more

Dividend Increases/Decreases for the Week of November 11

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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

Dividend Increases/Decreases for the Week of February 10

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Below we provide a list of firms that raised their dividends during the week ending February 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                          3M (MMM): now $1.50 per share quarterly dividend, was $1.49. Allegion (ALLE): now $0.45 per share quarterly dividend, was $0.41. Ameren (AEE): now $0.63 per share quarterly dividend, was $0.59. American Homes 4 Rent (AMH): now $0.22 per share quarterly dividend, was $0.18. Ametek (AME): now $0.25 per share quarterly dividend, was $0.22. Ares Management (ARES): now $0.77 per share quarterly dividend, was $0.61. … Read more

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

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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 November 6

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Below we provide a list of firms that raised their dividends during the week ending November 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 Aaron’s (AAN): now $0.045 per share quarterly dividend, was $0.040. Amcor (AMCR): now $0.1175 per share quarterly dividend, was $0.1150. AmerisourceBergen (ABC): now $0.44 per share quarterly dividend, was $0.42. Apartment Investment (AIV): now $8.20 per share special dividend, was $0.41. Banco Santander (Brasil) S.A. (BSBR): now $0.04 per share dividend, was $0.034. Barrick Gold (GOLD): now $0.09 per share quarterly dividend, was $0.08. BG Staffing … Read more