UNP

Dividend Increases/Decreases for the Week Ending February 7

by

Below we provide a list of firms that raised their dividends during the week ending February 7. 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 3M (MMM): now $1.47 per share quarterly dividend, was $1.44. Activision Blizzard (ATVI): now $0.41 per share annual dividend, was $0.37. Aflac (AFL): now $0.28 per share quarterly dividend, was $0.27. Allegion (ALLE): now $0.32 per share quarterly dividend, was $0.27. Amdocs (DOX): now $0.3275 per share quarterly dividend, was $0.2850. Angel Oak Financial Strategies Income Term (FINS): now $0.1112 per share monthly dividend, was $0.1097. … Read more

Our Thoughts on Berkshire Hathaway’s Latest Annual Report

by

Image Shown: Shares of Berkshire Hathaway Inc Class B stock have been on an upward climb since June 2020 with room for additional capital appreciation upside. The top end of our fair value estimate range for BRK.B sits at $275 per share. By Callum Turcan We include Berkshire Hathaway Inc (BRK.A) (BRK.B) Class B shares in the Best Ideas Newsletter portfolio and continue to be enormous fans of Warren Buffett. Berkshire Hathaway reported fourth quarter 2020 earnings on February 27 which saw the firm’s ‘operating earnings’ (a non-GAAP metric that better reflects Berkshire’s underlying financial performance) surge higher by 14% year-over-year aided by strength at its ‘railroad, utilities and energy’ and ‘other businesses’ operating segments. However, Berkshire’s operating earnings for … Read more

Dividend Increases/Decreases for the Week Ending July 27

by

Below we provide a list of firms that raised their dividends during the week ending July 27. 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 Access National (ANCX): now $0.16 per share quarterly dividend, was $0.15. Alliance Resource Partners (ARLP): now $0.52 per share quarterly dividend, was $0.515. Archrock (AROC): now $0.132 per share quarterly dividend, was $0.12. Ares Commercial Real Estate (ACRE): now $0.29 per share quarterly dividend, was $0.28. Arrow Financial (AROW): now $0.26 per share quarterly dividend, was $0.25. BancorpSouth (BXS): now $0.17 per share quarterly dividend, was … Read more

Valuentum: Now Bearish, We’ve Been Here Every Step of the Way

by

Valuentum Has Been Here Every Step of the Way   From the COVID-19 top in February 2020 to the COVID-19 bottom to the massive bull run through the end of 2021, we’ve been here for you.    2022 started out to be a rough year, catching many by surprise.   But Valuentum stayed positive. When the markets headed south in June, Valuentum stood its ground. On June 14, Valuentum said that “we still believe stocks could make a “huge rebound” in the near term.   We reiterated our views a few days later and on June 19, we said that “investors shouldn’t panic during this bear market” and that “stocks remain an attractive proposition at the moment and a very attractive consideration … Read more

The Best Years Are Ahead

by

By Brian Nelson, CFA — The wind is at our backs. — The Federal Reserve, Treasury, and regulatory bodies of the U.S. may have no choice but to keep U.S. markets moving higher. The likelihood of the S&P 500 reaching 2,000 ever again seems remote, and I would not be surprised to see 5,000 on the S&P 500 before we see 2,500-3,000, if the latter may be in the cards. The S&P 500 is trading at ~4,100 at the time of this writing. — The high end of our fair value range on the S&P 500 remains just shy of 4,000, but I foresee a massive shift in long-term capital out of traditional bonds into equities this decade (and markets … Read more

Dividend Increases/Decreases for the Week Ending November 18

by

Below we provide a list of firms that raised/lowered their dividends during the week ending November 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 Agilent Technologies (A): now $0.132 per share quarterly dividend, was $0.115. American Equity (AEL): now $0.24 per share annual dividend, was $0.22. Assurant (AIZ): now $0.53 per share quarterly dividend, was $0.50. Bancroft Fund (BCV): now $0.52 per share quarterly dividend, was $0.25. Brown-Forman (BF.A): now $0.1825 per share quarterly dividend, was $0.17. Brunswick (BC): now $0.165 per share quarterly dividend, was $0.15. C&F Financial (CFFI): … Read more

There Is Milk At The Store

by

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 May 14

by

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