TSM

ASML Holding Is a Tremendous Enterprise, Holds Fantastic Competitive Position

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Image Source: ASML Holding NV – 2021 Annual Report By Callum Turcan The Dutch firm ASML Holding NV (ASML) makes the photolithography systems used by semiconductor foundries to produce “chips” that power the modern economy. In part due to its immense technological lead over its competitors, ASML Holding effectively has a monopoly at the high end of its industry, meaning its photolithography systems are required to produce the most advanced semiconductor components. The company also offers semiconductor equipment services and stands to gain immensely from ongoing growth in its installed equipment base. We’re huge fans of the company. ASML Holding is a firm that we provide ongoing valuation coverage of in our periodic financial statements webinar. Be sure to sign … Read more

Dividend Increases/Decreases for the Week of December 15

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Below we provide a list of firms that raised their dividends during the week ending December 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                          Abbott Laboratories (ABT): now $0.55 per share quarterly dividend, was $0.51. Aecon Group Inc. (ARE:CA): now CAD 0.185 per share quarterly dividend, was CAD 0.175. Acme United (ACU): now $0.15 per share quarterly dividend, was $0.14. AES (AES): now $0.1725 per share quarterly dividend, was $0.1659. Alexander & Baldwin (ALEX): now $0.2225 per share quarterly dividend, was $0.2200. American Eagle Outfitters (AEO): now $0.125 … Read more

Dividend Increases/Decreases for the Week March 18

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Below we provide a list of firms that raised their dividends during the week ending March 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      Alvopetro Energy (ALVOF): now $0.08 per share quarterly dividend, was $0.06. American Vanguard (AVD): now $0.025 per share quarterly dividend, was $0.020. Andlauer Healthcare (ANDHF): now CAD 0.06 per share quarterly dividend, was CAD 0.05. Angel Oak Mortgage (AOMR): now $0.45 per share quarterly dividend, was $0.36. Arcos Dorados (ARCO): now $0.15 per share annual dividend, was $0.11. Badger Daylighting (BADFF): now CAD 0.165 per share … Read more

Good News for Intel

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Image Source: Intel Corporation – January 2020 Presentation By Callum Turcan In this article, we cover recent events in the semiconductor industry and how a bill that was just introduced in the US Congress could positively impact Intel Corporation (INTC). We include shares of INTC as a holding in both our Best Ideas Newsletter and Dividend Growth Newsletter portfolios and continue to like the company for numerous reasons that we will cover in this piece. Shares of INTC yield ~2.2% as of this writing. Introducing the CHIPS for America Act On June 10, a bipartisan group of US lawmakers introduced a bill that would support the existing domestic semiconductor manufacturing industry and encourage a new production facility to be built … Read more

Dividend Increases/Decreases for the Week of December 16

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Below we provide a list of firms that raised their dividends during the week ending December 16. 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                Absecon Bancorp (ASCN): now $2.20 per share annual dividend, was $2.10. Algoma Central Corporation (ALC:CA): now CAD 1.35 per share special dividend, was CAD 0.17. Alpha Metallurgical (AMR): now $0.418 per share quarterly dividend, was $0.392. Ambev (ABEV): now $0.1457 per share annual dividend, was $0.08. AMEN Properties (AMEN): now $12.50 per share quarterly dividend, was $10.00. American Vanguard (AVD): now $0.03 per share quarterly … Read more

Taiwan Semiconductor’s Shares May Have Bottomed

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Image: We’re liking the technical bottom forming in Taiwan Semiconductor’s shares. Image Source: TradingView By Brian Nelson, CFA Everyone has their eyes on Taiwan Semiconductor (TSM) these days. The firm is the center of attention with respect to Sino-American relations, and the risk that China may invade Taiwan has added a degree of uncertainty to shares that is almost impossible to quantify within general valuation frameworks. Headquartered in Hsinchu, Taiwan, the world’s largest pure-play semiconductor foundry is a key bellwether for an area within technology that has faced considerable pressure during the past year. However, from our perspective, shares of Taiwan Semiconductor look to have carved out what we believe to be a technical bottom, and the high end of … Read more

ICYMI — Video: Will Hasty Policy Facilitate the Next Leg Down, or Do We Have It Coming Anyway?

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President of Investment Research and award-winning author of Value Trap: Theory of Universal Valuation Brian Nelson explains how US policymakers are stuck between a rock and a hard place, and how the market may be factoring in too high of a probability of a return to normalcy before 2021. This and more in the latest video report. Summary Make sure you review Value Trap on Amazon. Do so here. We think those that bought equities near the bottom of this swoon may be looking to take profits at present levels. The market is currently reflecting an 80%-85% probability of a return to normalcy before 2021, which we believe is too high at this time. Our main concern is that government … Read more

Qualcomm’s Growth Trajectory Is Impressive and Supported by Numerous Secular Trends

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Image Source: Qualcomm Inc – 2019 Analyst Day Presentation By Callum Turcan There is a lot to like about Qualcomm Inc (QCOM), especially after the company reached a truce with Apple Inc (AAPL) in 2019 and resolved a dispute with China’s Huawei in 2020. Both agreements involved Qualcomm signing long-term licensing deals with those companies. The firm has a dominant position in cellular 5G modem and radio frequency (‘RF’) technology, and we don’t expect this lucrative industry position to change anytime soon. Qualcomm is a holding in Valuentum’s Dividend Growth Newsletter portfolio thanks to its strong competitive advantages, healthy balance sheet, asset-light operations, considerable free cash flow generating capacity, and of course, its long-term dividend growth potential. Qualcomm’s shares yield ~1.8% at … Read more

Dividend Increases/Decreases for the Week of March 15

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Below we provide a list of firms that raised their dividends during the week ending March 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                          Aboitiz Power Corporation (ABZPY): now $0.5667 per share annual dividend, was $0.4579. Acer (ACEYY): now NT$1.60 per share dividend, was NT$1.50. AG Mortgage Investment Trust (MITT): now $0.18 per share quarterly dividend, was $0.05. Applied Materials (AMAT): now $0.40 per share quarterly dividend, was $0.32. Boston Pizza Royalties Income Fund (BPZZF): now CAD 0.113 per share monthly dividend, was CAD 0.107. Brambles (BXBLY): now … Read more