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Dividend Increases/Decreases for the Week of August 22

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Below we provide a list of firms that raised their dividends during the week ending August 22. 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                          Altria (MO): now $1.06 per share quarterly dividend, was $1.02. American Financial (AFG): now $0.88 per share quarterly dividend, was $0.80. Automotive Properties Real Estate Investment Trust (APR.UN:CA): now CAD 0.0685 per share monthly dividend, was CAD 0.0670. Avnet (AVT): now $0.35 per share quarterly dividend, was $0.33. Bank7 (BSVN): now $0.27 per share quarterly dividend, was $0.24. Bay Commercial Bank (BCML): now $0.25 … Read more

Large Cap Growth Has More Room To Run

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“The stylistic area of large cap growth has been one of our favorite areas because of the strong net cash rich, free cash flow generating, secular growth powerhouses that make up much of the space. The image is a rundown of the key Valuentum statistics for the top 15 holdings of the Schwab U.S. Large Cap Growth ETF (SCHG). We believe where large cap growth goes, so does the broader market, considering the hefty weightings of some of these stocks in other broad-based indices. Based on the high end of our fair value estimate range for this group of bellwethers, the broader U.S. markets still have room to run, to the tune of 7%+, despite the many highs already reached … Read more

IBM Is Still A Disappointment

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We’ve never liked IBM. The company has all the attributes of a stock that we’d prefer to stay as far away from as possible. By Brian Nelson, CFA We received a few questions regarding IBM (IBM) from members, and we wanted to make this brief post. Prior to the company’s fourth-quarter 2020 results, released January 22, shares had a price-to-fair value (P/FV) ratio of 0.96 (1=fairly valued), and they were not included in either the Best Ideas Newsletter portfolio, or the Dividend Growth Newsletter portfolio, or the High Yield Dividend Newsletter portfolio. This means that we have very little interest in the company, and our interest continues to be minimal. You can read our take on the firm’s track record in Value … Read more

Dividend Increases/Decreases for the Week August 21

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Below we provide a list of firms that raised their dividends during the week ending August 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 American Financial (AFG): now $2.00 per share annual dividend, was $1.80. APTIV PFD A 5.5% (APTV.PA): now $1.4208 per share quarterly dividend. Atrion (ATRI): now $1.75 per share quarterly dividend, was $1.55. Banco Santander, S.A. GTD PFD SECS 6 (SAN.PB): now $0.2639 per share quarterly dividend, was $0.2556. Brighthouse Financial PFDs (BHFAO): now $0.5953/ADS quarterly dividend. Community Bank System (CBU): now $0.42 per share quarterly dividend, … Read more

June Dividend Growth Newsletter & Intrinsic Value Investing

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“But how, you will ask, does one decide what [stocks are] “attractive”? Most analysts feel they must choose between two approaches customarily thought to be in opposition: “value” and “growth,”…We view that as fuzzy thinking…Growth is always a component of value [and] the very term “value investing” is redundant.“  —                — Warren Buffett, Berkshire Hathaway annual report, 1992 — By Brian Nelson, CFA — To add our new options commentary to your membership, please register here ($500/year). — Hi everyone!  — We remain unequivocally bullish on the markets and intrinsic value investing. We believe value today rests within companies that have strong net cash positions (all cash less short- and long-term debt) and solid expected future free cash flows … Read more

Dividend Increases/Decreases for the Week Ending August 24

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Below we provide a list of firms that raised their dividends during the week ending August 24. 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 Altria (MO): now $0.80 per share quarterly dividend, was $0.70. American Financial Group (AFG): now $1.60 per share quarterly dividend, was $1.40. BancFirst (BANF): now $0.30 per share quarterly dividend, was $0.21.                C&F Financial (CFFI): now $0.36 per share quarterly dividend, was $0.34. Canadian Imperial Bank (CM): now CAD 1.36 per share quarterly dividend, was CAD 1.33. Capital City Bank (CCBG): now $0.09 per share quarterly … Read more

Dividend Increases/Decreases for the Week Ending August 18

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Below we provide a list of firms that raised/lowered their dividends during the week ending August 18. 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 Ares Management (ARES): now $0.31 per share quarterly dividend, was $0.13. Atrion (ATRI): now $1.20 per share quarterly dividend, was $1.05. Canadian Banc Corp (CNDCF): now CAD 0.10333 per share monthly dividend, was CAD 0.099942. Community Bank System (CBU): now $0.34 per share quarterly dividend, was $0.32. Digirad (DRAD): now $0.055 per share quarterly dividend, was $0.05. Dillard’s (DDS): now $0.10 per share quarterly dividend, was … Read more

Dividend Increases/Decreases for the Week Ending February 15

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Below we provide a list of firms that raised their dividends during the week ending February 15. 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 Acadian Timber (ACAZF): now CAD 0.29 per share quarterly dividend, was CAD 0.2825. Activision Blizzard (ATVI): now $0.37 per share annual dividend, was $0.34. Agnico Eagle (AEM): now $0.125 per share quarterly dividend, was $0.11. ALPS Alerian Energy Infrastructure ETF (ENFR): now $0.2589 per share quarterly dividend, was $0.1863. ALPS Alerian MLP ETF (AMLP): now $0.195 per share quarterly dividend, was $0.1913. Ares Capital (ARCC): now … Read more

Stock Market Outlook for 2021

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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

Dividend Increases/Decreases for the Week February 26

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Below we provide a list of firms that raised their dividends during the week ending February 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 Acushnet (GOLF): now $0.165 per share quarterly dividend, was $0.155. Alamos Gold (AGI): now $0.025 per share quarterly dividend, was $0.02. Albemarle (ALB): now $0.39 per share quarterly dividend, was $0.385. Allstate (ALL): now $0.81 per share quarterly dividend, was $0.54. Alumina (AWCMF): now $0.029 per share semi-annual dividend, was $0.028. American Homes 4 Rent (AMH): now $0.10 per share quarterly dividend, was $0.05. AMERISAFE (AMSF): … Read more