TRU

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

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 May 14

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Below we provide a list of firms that raised their dividends during the week ending May 14. 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 AirBoss of America (ABSSF): now CAD 0.10 per share quarterly dividend, was CAD 0.07. Alerus Financial (ALRS): now $0.16 per share quarterly dividend, was $0.15. CapStar Financial (CSTR): now $0.06 per share quarterly dividend, was $0.05. Chesapeake Energy (CHK): now $0.34375 per share quarterly dividend. Companhia Siderurgica (SID): now $2.00 per share annual dividend, was $0.002. Curtiss-Wright (CW): now $0.18 per share quarterly dividend, was $0.17. … Read more

Dividend Increases/Decreases for the Week of August 12

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Below we provide a list of firms that raised their dividends during the week ending August 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                AirSculpt Technologies (AIRS): now $0.41 per share special dividend. Alpha Metallurgical (AMR): now $0.392 per share quarterly dividend, was $0.375. Badger Meter (BMI): now $0.225 per share quarterly dividend, was $0.20. Barclays (BCS): now $0.105 per share semi-annual dividend, was 4.0p. Barnwell (BRN): now $0.015 per share dividend. Berry (BRY): now $0.62 per share quarterly dividend, was $0.06. Broadridge Financial Solutions (BR): now $0.725 per … Read more

Dividend Increases/Decreases for the Week of February 14

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Below we provide a list of firms that raised their dividends during the week ending February 14. 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                          Acadia Realty Trust (AKR): now $0.20 per share quarterly dividend, was $0.19. American Business Bank (AMBZ): now $0.25 per share quarterly dividend. American Homes 4 Rent (AMH): now $0.30 per share quarterly dividend, was $0.26. AstraZeneca (AZN): now $1.03 per share semi-annual dividend, was $0.50. Avista (AVA): now $0.49 per share quarterly dividend, was $0.47. Brookfield (BN): now $0.09 per share quarterly dividend, was … Read more