WCN

Valuentum Economic Castleâ„¢ Rating Update

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Read: Keeping the Horse Before the Cart: Valuentum’s Economic Castle™ Rating The Economic Castle Focuses on the Magnitude of Economic Value Creation The Valuentum Economic Castle™ rating is an enhancement of the competitive advantage framework (commonly known as economic moat analysis) that has become widespread and ubiquitous within the investing world. Whereas an economic moat framework evaluates a firm on the basis of the sustainability and durability of its competitive advantages, Valuentum’s Economic Castle™ rating evaluates a firm on the basis of the firm’s future economic profit spread (return on invested capital less its weighted average cost of capital). The companies with the strongest Valuentum Economic Castle™ ratings are poised to generate the most economic value for shareholders in the … Read more

Search Dividend Reports by Company Name: Q to Z

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Going forward, please use the ‘Symbol’ search box to download stock and dividend reports of companies you are interested in. The ‘Symbol’ search box can be found in our website header. Image shown from above. Use the active search box in the website header above. Learn more about your membership >>  Note: We have now discontinued this list. Please use the ‘Symbol’ search box in the website header for stock and dividend reports. Please read about our Valuentum Dividend Cushion score (ratio) here. Just having access to this valuable metric alone could save your income portfolio thousands of dollars! The past meets the future as we showcase the Valuentum Dividend Cushion scores of Dividend Aristocrats in this article (click here). The dividend reports below … Read more

Assessing Dividend Plays in the Trash Industry

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This article originally appeared on Seeking Alpha. Please view disclosures: https://seekingalpha.com/article/272847-assessing-dividend-plays-in-the-trash-industry  Companies in the municipal solid waste sector are well-known for their cash-flow generating prowess and relatively stable operating performance. As outlined in this waste industry primer, a trash-taker’s residential collection operations are on a service-based model (not-volume based) and help to mitigate cyclical pressures in other economically-sensitive lines of their business (industrial roll-offs, etc.). Further, cell-by-cell landfill development provides additional flexibility with respect to capital outlays, as rubbish handlers can scale back expenditures during troubled economic times, bolstering free cash flow. Such consistent, cash-rich business models have translated into a nice flow of dividends, particularly at the largest two domestic players, Waste Management (WM) and Republic Services (RSG). [Click to enlarge]With … Read more

Republic Services: A Trash Stock Worth Picking Up

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This article originally appeared on Seeking Alpha. Please view disclosures: https://seekingalpha.com/article/270758-republic-services-a-trash-stock-worth-picking-up As Benjamin Franklin once said, “nothing is certain but death and taxes.” If he had lived during our time, Franklin would probably have added a couple other certainties – and garbage would have been among them. The US non-hazardous solid-waste services industry generates annual revenue in excess of $50 billion, a staggering number just to keep our streets clean. Public companies (like Waste Management (WM), Republic Services (RSG), Waste Connections (WCN), etc.) dominate this market, generating greater than 60% of industry revenues and controlling an equal percentage of valuable disposal capacity. The top line for the group can be expected to expand at a nominal-GDP rate, with pricing growth in … 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

Dividend Increases/Decreases for the Week October 30

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Below we provide a list of firms that raised their dividends during the week ending October 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 AbbVie (ABBV): now $1.30 per share quarterly dividend, was $1.18. Agnico Eagle (AEM): now $0.35 per share quarterly dividend, was $0.20. Amkor Technology (AMKR): now $0.04 per share quarterly dividend. Arbor Realty Trust (ABR): now $0.32 per share quarterly dividend, was $0.31. Artisan Partners Asset Management (APAM): now $0.83 per share quarterly dividend, was $0.67. B. Riley Financial (RILY): now $0.375 per share quarterly dividend, was … Read more

Dividend Increases/Decreases for the Week of November 4

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Below we provide a list of firms that raised their dividends during the week ending November 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                Air Lease (AL): now $0.20 per share quarterly dividend, was $0.18. Amcor (AMCR): now $0.1225 per share quarterly dividend, was $0.1200. American Financial (AFG): now $2.00 per share special dividend, was $0.63. AmerisourceBergen (ABC): now $0.485 per share quarterly dividend, was $0.460. Arbor Realty Trust (ABR): now $0.40 per share quarterly dividend, was $0.39. ARC Resources (ARX:CA): now CAD 0.15 per share quarterly dividend, was … Read more