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There Is Milk At The Store

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This article first appeared in the September edition of the High Yield Dividend Newsletter. For more information about this publication, please see here. “Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” — Winston Churchill By Brian Nelson, CFA Very few of us could have imagined that we’d witness the bull market that began on that fateful day in March 2009 that might very well mark a generational low. In 2009, major investment banks around the globe were struggling to survive, and the fallout in the mortgage markets left the banks holding paper that nobody wanted to own, let alone buy. The global financial system … Read more

Dividend Increases/Decreases for the Week February 25

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Below we provide a list of firms that raised their dividends during the week ending February 25. 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 Aaron’s (AAN): now $0.1125 per share quarterly dividend, was $0.1000.           Agnico Eagle (AEM): now $0.40 per share quarterly dividend, was $0.35. Albemarle (ALB): now $0.395 per share quarterly dividend, was $0.390. Alexander & Baldwin (ALEX): now $0.19 per share quarterly dividend, was $0.18. Allison Transmission Holdings (ALSN): now $0.21 per share quarterly dividend, was $0.19. AMERISAFE (AMSF): now $0.31 per share quarterly dividend, was $0.29. Apple … Read more

Dividend Increases/Decreases for the Week of May 2

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Below we provide a list of firms that raised their dividends during the week ending May 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 International Group (AIG): now $0.45 per share quarterly dividend, was $0.40. American Water Works (AWK): now $0.8275 per share quarterly dividend, was $0.7650. Apple (AAPL): now $0.26 per share quarterly dividend, was $0.25. Apollo Global Management (APO): now $0.51 per share quarterly dividend, was $0.46. Atkore (ATKR): now $0.33 per share quarterly dividend, was $0.32. Bachem Holding AG (BCHMF): now CHF 0.85 per … Read more

Dividend Increases/Decreases for the Week Ending April 21

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Below we provide a list of firms that raised/lowered their dividends during the week ending April 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 1st Source (SRCE): now $0.19 per share quarterly dividend, was $0.18. American Water Works (AWK): now $0.415 per share quarterly dividend, was $0.375. Aon (AON): now $0.36 per share quarterly dividend, was $0.33. Blackstone (BX): now $0.87 per share quarterly dividend, was $0.47. Celanese (CE): now $0.46 per share quarterly dividend, was $0.36. CONE Midstream Partners (CNNX): now $0.2821 per share quarterly dividend, was $0.2724. Cross … Read more

Dividend Increases/Decreases for the Week May 20

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Below we provide a list of firms that raised their dividends during the week ending May 20. 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      Advanced Drainage Systems (WMS): now $0.12 per share quarterly dividend, was $0.11. American Tower (AMT): now $1.43 per share quarterly dividend, was $1.40. AMES National (ATLO): now $0.27 per share quarterly dividend, was $0.26. AMMO, Inc. 8.75% PFD SER A (POWWP): now $0.559 per share quarterly dividend, was $0.547. Brigham Minerals (MNRL): now $0.60 per share quarterly dividend, was $0.45. Chubb (CB): now $0.83 per share … Read more

Dividend Increases/Decreases for the Week of August 8

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Below we provide a list of firms that raised their dividends during the week ending August 8. 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                          Alphamin Resources Corp. (AFM:CA): now CAD 0.07 per share semi-annual dividend, was CAD 0.06. Ambev (ABEV): now $0.0230 per share quarterly dividend, was $0.0219. Annaly Capital Management, Inc. PFD SER G (NLY.PR.G): now $0.5577 per share quarterly dividend, was $0.5518. Annaly Capital Management, Inc. PFD STK I 6.75% (NLY.PR.I): now $0.6098 per share quarterly dividend, was $0.6034. Aura Minerals (AUGO): now $0.33 per share … Read more

2,350-2,750 on the S&P? Could the Coronavirus Catalyze a Financial Crisis?

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Image: We think a rather modest sell-off in the market to the target range of 2,350-2,750 on the S&P 500 is rather reasonable in the wake of one of the biggest economic shocks since the Global Financial Crisis. The chart above shows how far markets have advanced since 2011, and an adjustment lower to the target range of 2,350-2,750 is rather modest in such a context and would only bring markets to late 2018 levels (note red box as the target range). The range reflects ~16x S&P 500 12-month forward earnings estimates, as of February 14, adjusted down 10% due to COVID-19. When companies like Visa talk about a couple percentage points taken off of growth rates, one knows that … Read more

Update: Frequently Asked Questions About Valuentum Securities, Inc.

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What is Valuentum Securities? Valuentum (val∙u∙n∙tum) [val-yoo-en-tuh-m] Securities Inc. is an independent investment research publisher, offering premium equity reports and dividend reports, as well as commentary across all sectors/companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools/products, and more. Independence and integrity remain our core, and we strive to be a champion of the investor. Valuentum is based in the Chicagoland area. Valuentum is not a money manager, broker, or financial advisor. Valuentum is a publisher of financial information. How do I subscribe to Valuentum’s investment research services? 1)    Click the following link: signup-page. 2)    Select your membership plan. 3)    Enter your contact details. 4)    Click ‘Sign Up.’ 5)    Complete your purchase. 6)   Your payment profile may be recurring, so please check … Read more

Volatility Spikes, Oh Cisco, the Mighty US Dollar, and More

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Image Source: CBOE Let’s talk about recent market events May 17. There’s a lot going on. By Brian Nelson, CFA It looks like volatility is back in a big way, with “all 29 volatility indexes at the CBOE ris(ing) today,” one more-than-doubling, the CBOE Short-Term Volatility Index (VXST). The ridiculously-named “fear gauge” or “fear index” or the CBOE Volatility Index, the VIX (VIX) leapt nearly 50%. On May 17, we effectively bought volatility intraday by adding put options to the newsletter portfolios, both on the S&P 500 SPDR (SPY) and Netflix, a company whose valuation we think remains ridiculous. We may continue to add put options on entities whose equity prices we believe have become too stretched, positions that may … Read more

Dividend Increases/Decreases for the Week of August 5

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Below we provide a list of firms that raised their dividends during the week ending August 5. 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                1847 Holdings LLC (EFSH): now $0.1313 per share dividend (post one-for-four reverse split), was $0.05. AdvanSix (ASIX): now $0.145 per share quarterly dividend, was $0.125. Alpine Summit Energy Partners, Inc. (ASEPF): now $0.03 per share monthly dividend. Atlantica Sustainable Infrastructure (AY): now $0.445 per share quarterly dividend, was $0.440. Bank of Marin Bancorp (BMRC): now $0.25 per share quarterly dividend, was $0.24. Blue Owl Capital … Read more