Dividend Increases/Decreases for the Week of June 10

Below we provide a list of firms that raised their dividends during the week ending June 10. 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      ACRES Commercial Reality Corp. 7.875 CUM PFD D (ACR.PD): now $0.4921 per share quarterly dividend. BRT Apartments (BRT): now $0.25 per share quarterly dividend, was $0.23. Cardinal Energy (CRLFF): now CAD 0.05 per share monthly dividend, was CAD 0.015. Caseys General Stores (CASY): now $0.38 per share quarterly dividend, was $0.35. Caterpillar (CAT): now $1.20 per share quarterly dividend, was $1.11. Citizens Financial Services (CZFS): now … Read more

Dividend Increases/Decreases for the Week October 15

Below we provide a list of firms that raised their dividends during the week ending October 15. 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 A.O. Smith (AOS): now $0.28 per share quarterly dividend, was $0.26. Agree Realty (ADC): now $0.227 per share monthly dividend, was $0.217. Alcoa (AA): now $0.10 per share quarterly dividend, was $0.09. Avient (AVNT): now $0.2375 per share quarterly dividend, was $0.2125. Cadence Bancorporation (CADE): now $1.25 per share special dividend, was $0.158. Codorus Valley (CVLY): now $0.15 per share quarterly dividend, was $0.13. Commercial Metals … Read more

Alphabet Continues to Move Higher, Supported By Its Promising Long-Term Growth Runway

Image Shown: Alphabet Inc Class C shares have surged higher year-to-date as of this writing. We see room for additional capital appreciation upside. By Callum Turcan Alphabet Inc (GOOG) (GOOGL) is one of our favorite companies, and we include Alphabet Class C shares as a top weighting in the Best Ideas Newsletter portfolio. Shares of GOOG have staged an impressive recovery since March 2020, when the coronavirus (‘COVID-19’) pandemic sent equity markets spiraling lower, and we still see room for significant capital appreciation upside. Under our “base” case scenario, Alphabet Class C shares have a fair value estimate of $2,493 per share, well above where GOOG is trading at as of this writing. The summary valuation assumptions used in our … Read more

The Resilience of the US Digital Advertising Market and Alphabet

Image Shown: Shares of Alphabet Inc Class C shares, a top-weighted holding in our Best Ideas Newsletter portfolio, have performed very well over the past year. Going forward, we see room for significant capital appreciation upside as the digital advertising market has proven to be very resilient of late. By Callum Turcan To ride out the ongoing coronavirus (‘COVID-19’) pandemic, we continue to prefer large-cap tech companies with pristine balance sheets, strong cash flow profiles, and promising long-term growth outlooks. Ideally, we are searching for companies with outlooks that are supported by secular growth tailwinds, allowing for several winners in their respective end markets. Digital advertising is a prime example of a resilient high-quality market that is supported by secular … Read more

Dividend Increases/Decreases for the Week of June 7

Below we provide a list of firms that raised their dividends during the week ending June 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                          Accor SA (ACCYY): now $0.252 per share annual dividend, was $0.232. Aeroports de Paris SA (ARRPY): now $0.272 per share annual dividend, was $0.223. ageas SA/NV (AGESY): now $1.318 per share annual dividend, was $1.119. Alexandria Real Estate Equities (ARE): now $1.30 per share quarterly dividend, was $1.27. Aura Minerals (ORAAF): now $0.35 per share semi-annual dividend, was $0.25. Banco BBVA Argentina (BBAR): now … Read more

Dividend Increases/Decreases for the Week of August 9

Below we provide a list of firms that raised their dividends during the week ending August 9. 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 States Water (AWR): now $0.4655 per share quarterly dividend, was $0.4300. AngloGold Ashanti (AU): now $0.22 per share interim dividend, was $0.19. Annaly Capital Management, Inc. PFD STK I 6.75% (NLY.PR.I): now $0.6761 per share quarterly dividend, was $0.4219. Ashtead Group plc (ASHTY): now $3.52 per share semi-annual dividend, was $0.58. Atlas Energy Solution (AESI): now $0.23 per share quarterly dividend, was $0.22. … Read more