Study: Valuentum’s Best Ideas Newsletter Portfolio
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Realty Income Occupancy Highest in More Than a Decade
Image source: Realty Income Simulated Dividend Growth Newsletter portfolio idea Realty Income delivered a solid first quarter 2018 report that included impressive occupancy rates, steady adjusted funds from operations growth, and ongoing dividend expansion. By Kris Rosemann As concerns over what the long-term outlook for retail truly is weigh on many retail REITs, Realty Income (O) is not slowing down. Instead, the company is focused on finding the right tenants in the highest quality spaces, and it may just pay off for the REIT as it ended the first quarter of 2018 with its highest quarter-end occupancy rate in more than ten years at 98.6%. To put some context behind that figure, a mere 75 of its 5,326 properties were … Read more
ICYMI: Valuentum’s Improved Stock and ETF Web Pages
Valuentum has rolled out improved stock and ETF web pages on its website valuentum.com/. Now, subscribers can access key proprietary information on the stock and ETF web pages in addition to the customary stock and ETF reports. Dear reader, We have some exciting news that we can’t wait to share with you! At valuentum.com/, we have rolled out new stock and ETF pages that conveniently include a variety of our proprietary metrics from the Dividend Cushion ratio to the Economic Castle rating and beyond! There’s even mouseover functionality so you can learn about how we define the key metrics across our stock-selection and dividend growth methodologies. You’ll still have access to the stock and dividend reports on the landing pages, … Read more
Dividend Increases/Decreases for the Week Ending April 13
Firms Raising Their Dividends This Week Aon (AON): now $0.40 per share quarterly dividend, was $0.36. Automatic Data Processing (ADP): now $0.69 per share quarterly dividend, was $0.63. Bed Bath & Beyond (BBBY): now $0.16 per share quarterly dividend, was $0.15. Carnival (CCL): now $0.50 per share quarterly dividend, was $0.45. Clough Global Equity Fund (GLQ): now $0.1257 per share monthly dividend, was $0.1226. Clough Global Opportunities Fund (GLO): now $0.1031 per share monthly dividend, was $0.1013. Enterprise Products Partners (EPD): now $0.4275 per share quarterly dividend, was $0.425. First Republic Bank (FRC): now $0.18 per share quarterly dividend, was $0.17. Genesis Energy (GEL): now $0.52 per share quarterly dividend, was $0.51. Gladstone Investment (GAIN): now $0.067 per share monthly … Read more
The “Luck” and “Randomness” of Index Funds
Please select the image below to download the document. Image shown, page 1 of 14. Tickerized for Valuentum’s coverage universe.
Dividend Growth: The SPDR Dividend ETF Is One of Many Ideas
The dividend is a symptom of a company’s free cash flow, and therefore not a driver behind an estimate of a company’s intrinsic value. Dividend-paying and dividend-growing stocks have done very well in the past, but it may be equally important to pay attention to the underlying valuations of ideas, too. You just can’t stop at analyzing the dividend payment. Don’t let the “yield” tail wag the “value” dog. By Brian Nelson, CFA There is a reason why we call ourselves Value-ntum. That’s because we put value first! But there are instances where share prices can catch sustained favor in part due to a dividend payment. The growth component of the dividend may also offer investors an ever-rising income stream, … Read more
Subscribe: The Nelson Exclusive Is Simply One of a Kind
“I think the Nelson Exclusive publication is worth far more than what we charge for it, and we’re making it even better.” Hi folks, I have to admit that I was quite worried about launching the Nelson Exclusive May 2016. I didn’t know what to expect, and as we’ve progressed with new ideas each and every month, I’ve been working hard to incorporate feedback. For starters, we’re going to be moving to tracking the income characteristics of the income ideas on a go-forward basis as a measure of their success. Many members have voiced this long-term income-oriented preference, and frankly we think it makes a lot of sense. Not one income idea in the Exclusive has cut its dividend! But … Read more
Admit It: You Know Nothing About the Dividend
President of Investment Research Brian Nelson talks about how the concept of a dividend is completely miscontrued due to societal and cultural reasons, but he also explains why he likes dividends. Warning: He’s going to bust out Monopoly pieces. You don’t want to miss this! Running time: ~15 minutes.
I Love Dividends But the Dividend Discount Model is DEAD!
President of Investment Research Brian Nelson gives a plethora of reasons why the dividend discount model is dead and expresses his worries about how it continues to be used academically and professionally. Also included is a discussion about why the weighted average cost of capital, or the WACC, is used in the enterprise free cash flow valuation process, or the free cash flow to the firm process. Running time: ~13 minutes.
Video: Quants! You’re NOT Measuring VALUE and Nelson’s Theory of Universal Value
President of Investment Research Brian Nelson defines the concept of universal value and shows how quantitative statistical methods are inextricably linked to those of fundamental, financial, business-model related analysis. Value does not exist in respective process vacuums! Value is universal. Find out why. Running time: ~10 minutes. Tickerized for Valuentum’s stock and ETF coverage universe. Transcript Hi this is Brian Nelson from Valuentum Securities, and this is the tenth edition of a series that I call “Off the Cuff,” where I get in front of the camera and I talk for ten minutes. This is what we have to talk about today. We have to talk about this concept: The Theory of Universal Value. Value does not exist in vacuums … Read more