Dividend Increases/Decreases for the Week of September 30

Below we provide a list of firms that raised their dividends during the week ending September 30. 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                BancFirst (BANF): now $0.40 per share quarterly dividend, was $0.36. Cal-Maine Foods (CALM): now $0.85 per share quarterly variable dividend, was $0.75. City Holding (CHCO): now $0.65 per share quarterly dividend, was $0.60. Corebridge Financial (CRBG): now $0.23 per share quarterly dividend. The First of Long Island (FLIC): now $0.21 per share quarterly dividend, was $0.20. First High-School Education Group (FHS): now $0.0146 per share … Read more

Dividend Increases/Decreases for the Week October 1

Below we provide a list of firms that raised their dividends during the week ending October 1. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports, please use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week American Financial (AFG): now $0.56 per share quarterly dividend, was $0.50. BancFirst (BANF): now $0.36 per share quarterly dividend, was $0.34. Bancolombia S.A. (CIB): now $0.067 per share quarterly dividend, was $0.061. Bank OZK (OZK): now $0.29 per share quarterly dividend, was $0.285. Benefit Street Partners Realty Trust (BESP): now $0.355 per share quarterly dividend. Broadstone Net Lease (BNL): now $0.255 per share quarterly dividend, … Read more

ICYMI: Valuentum’s Brian Nelson on the Latest Howard Marks’ Memo: “Something of Value”

Valuentum’s President of Investment Research Brian Michael Nelson, CFA, explains why there are not really value and growth stocks, why most of the research in quantitative finance is spurious and needs to be redefined on a forward-looking basis, and why enterprise valuation (not the efficient markets hypothesis) should be the organizing principle of finance. Nelson explains his views about valuation, what it means to be a value investor, and investing in the context of Oaktree Capital Howard Marks’ latest memo, “Something of Value,” January 11, 2021. Please don’t forget to give the second edition of the book “Value Trap” a 5-star rating on Amazon here. Thank you for your membership! —– Tickerized for holdings in the IWM. Valuentum members have … Read more

Value Is Not Static and the Qualitative Overlay Is Vital to Our Process

With prudence and care, the Valuentum Buying Index process and its components are carried out. Our analyst team spends most of its time thinking about the intrinsic value of companies within the context of a discounted cash-flow model and evaluating the risk profile of a company’s revenue model. We have checks and balances, too. First, we use a fair value range in our valuation approach as we embrace the very important concept that value is a range and not a point estimate. A relative value overlay as the second pillar helps to add conviction in the discounted cash-flow process, while a technical and momentum overlay seeks to provide confirmation in all of the valuation work. There’s a lot happening behind the scenes even before a VBI rating is published, but it will always be just one factor to consider. Within any process, of course, we value the human, qualitative overlay, which captures a wealth of experience and common sense. We strive to surface our best ideas for members.

Dividend Increases/Decreases for the Week October 2

Below we provide a list of firms that raised their dividends during the week ending October 2. 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 $0.50 per share quarterly dividend, was $0.45. Bank OZK (OZK): now $0.275 per share quarterly dividend, was $0.273. Boise Cascade (BCC): now $1.60 per share supplemental dividend, was $0.10. Caledonia Mining (CMCL): now $0.10 per share quarterly dividend, was $0.085. Conagra Brands (CAG): now $0.275 per share quarterly dividend, was $0.212. Glacier Bancorp (GBCI): now $0.30 per share quarterly dividend, was $0.29. … Read more

Dividend Increases/Decreases for the Week Ending September 28

Below we provide a list of firms that raised their dividends during the week ending September 28. 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 Accenture (ACN): now $1.46 per share semi-annual dividend, was $1.33. American Express (AXP): now $0.39 per share quarterly dividend, was $0.35. Artesian Resources (ARTNA): now $0.2423 per share quarterly dividend, was $0.2387. Banner (BANR): now $0.38 per share quarterly dividend, was $0.35. Boston Prop (BXP): now $0.95 per share quarterly dividend, was $0.80. City Holding (CHCO): now $0.53 per share quarterly dividend, was $0.46. The First … Read more

Dividend Increases for the Week Ending September 29

Below we provide a list of firms that raised/lowered their dividends during the week ending September 29. 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 Express Company (AXP): now $0.35 per share quarterly dividend, was $0.32. BancFirst (BANF): now $0.21 per share quarterly dividend, was $0.19. Bank of South Carolina (BKSC): now $0.15 per share quarterly dividend, was $0.14. CSB Bancorp (CSBB): now $0.22 per share quarterly dividend, was $0.20. Emera (EMRAF): now CAD 0.565 per share quarterly dividend, was $0.5225. The First of Long Island (FLIC): now $0.15 per … Read more

Dividend Increases/Decreases for the Week Ending September 30

Below we provide a list of firms that raised/lowered their dividends during the week ending September 30. 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 Express (AXP): now $0.32 per share quarterly dividend, was $0.29. Artesian Resources Corporation (ARTNA): now $0.2283 per share quarterly dividend, was $0.2249. AZZ (AZZ): now $0.17 per share quarterly dividend, was $0.15. BancFirst (BANF): now $0.38 per share quarterly dividend, was $0.36. Banner (BANR): now $0.23 per share quarterly dividend, was $0.21. Calavo Growers (CVGW): now $0.90 per share annual dividend, was $0.80. Clacor (CLC): … Read more

Dividend Increases/Decreases for the Week March 4

Below we provide a list of firms that raised their dividends during the week ending March 4. 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 $0.18 per share quarterly dividend, was $0.17. American Financial (AFG): now $2.00 per share special dividend, was $0.56. Barclays (BCS): now GPB 0.04 per share dividend, was GPB 0.02. Best Buy (BBY): now $0.88 per share quarterly dividend, was $0.70. Black Diamond Group (BDIMF): now CAD 0.015 per share quarterly dividend, was CAD 0.013. Blackhawk Bancorp (BHWB): now $0.12 per share quarterly dividend, … Read more

Dividend Increases/Decreases for the Week Ending February 26

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 Albmarie (ALB): now $0.305 per share quarterly dividend, was $0.29. Assured Guaranty (AGO): now $0.13 per share quarterly dividend, was $0.12. B&G Foods (BGS): now $0.42 per share quarterly dividend, was $0.35. Best Buy (BBY): now $0.28 per share quarterly dividend, was $0.23. Boralex (BRLXF): now C$0.14 per share quarterly dividend, was C$0.13. Cambridge Bancorp (CATC): now $0.46 per share quarterly dividend, was $0.45. Carter’s, Inc. … Read more