Exclusive Analysis for the Discerning Investor
The global food-maker reported another strong quarter, and we’re fans of its dividend-growth profile. The only concern holding us back from adding this firm to our Dividend Growth portfolio is its valuation.
Below we provide a list of firms that raised/lowered their dividends during the week ending July 21. 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 Ally Financial (ALLY): now $0.12 per share quarterly dividend, was $0.08. Bank of New York Mellon (BK): now $0.24 per share quarterly dividend, was $0.19. Bryn Mawr Bank (BMTC): now $0.22 per share quarterly dividend, was $0.21. Cambridge Bancorp (CATC): now $0.47 per share quarterly dividend, was $0.46. Citigroup (C): now $0.32 per share quarterly dividend, was $0.16. Chemical Financial (CHFC): now $0.28 per share quarterly … Read more
Strong outlooks for Kimberly-Clark, United Technologies, Hexcel and Lockheed Martin point to an economy that is still gaining momentum. We caution investors of consumer staples stocks, however, with many equities holding large net debt positions, and the sector trading at almost 20 times forward earnings. Learn about the difference between the Best Ideas Newsletter portfolio and the Exclusive publication and much more in this note. Image Source: Alan Levine — By Brian Nelson, CFA Welcome new members! As you’re getting familiar with the website, please watch the Navigation Video. For those passionate about financial analysis and to see how deep our team goes with our research, please watch the Financial Analysis Video. Finally, don’t forget to flip through the , and read our … Read more
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
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
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
Below we provide a list of firms that raised their dividends during the week ending July 26. 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 Alliance Resource Partners (ARLP): now $0.54 per share quarterly dividend, was $0.535. Amphenol (APH): now $0.25 per share quarterly dividend, was $0.23. Aqua America (WTR): now $0.2343 per share quarterly dividend, was $0.219. Archrock (AROC): now $0.145 per share quarterly dividend, was $0.132. BancorpSouth (BXS): now $0.185 per share quarterly dividend, was $0.17. Bank of America (BAC): now $0.18 per share quarterly dividend, was $0.15. Bank … Read more
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