UPS

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 of February 3

by

Below we provide a list of firms that raised their dividends during the week ending February 3. 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                AFLAC (AFL): now $0.42 per share quarterly dividend, was $0.40. ALLETE (ALE): now $0.6775 per share quarterly dividend, was $0.6500. American Financial (AFG): now $4.00 per share special dividend, was $0.63. Avista (AVA): now $0.46 per share quarterly dividend, was $0.44. Bank of Botetourt (BORT): now $0.1925 per share quarterly dividend, was $0.1850. BCE (BCE): now CAD 0.9675 per share quarterly dividend, was CAD 0.9200. … Read more

8 Announcements and Top Research You May Have Missed

by

8 Announcements. This article was sent to members via email March 27. By Brian Nelson, CFA Hi everyone, Brian here. Trust you are doing great! Here are eight announcements I want you to be aware of: Everything we do is for our members. We’re very proud of the outperformance of the Best Ideas Newsletter portfolio, that we’ve never had a dividend cut in the Dividend Growth Newsletter portfolio, that our high-yield ideas are holding up very well, and the success rates of the Exclusive capital-appreciation ideas and short-idea considerations are running at approximately 80%. We’re proud to be your research partner. The odds of a Fed rate cut are going up as yield-curve inversion continues to threaten. The risks are more behavioral in … Read more