WTS

Valuentum’s 3 Breakthroughs in the Field of Finance and More

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Valuentum’s President Brian Nelson pauses for a picture before speaking at the CFA Society of Houston in March 2017. By Valuentum Editorial Staff Let’s cover Valuentum’s 3 major breakthroughs in the field of finance. The first one is big and may challenge you to rethink everything you think you know about investing. 1. On a logical framework, Valuentum has debunked John C. Bogle’s landmark syllogism that has paved the way for the concept of index investing. Index investing has been built on a logical shortcoming, whether supported by evidence or not. We think it is important that the investment community know of this. Read (pdf): The “Luck” and “Randomness” of Index Funds (2018), Brian Nelson, CFA See video documentation: /FALLACY_of_Index_Funds To … Read more

Industrials Empty Tool Box Amid Tough Operating Environment

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By Kris Rosemann How far we have come from the financial abyss! The US economy is now more than seven years removed from the credit crisis that sent shockwaves through the global financial system in the latter years of the past decade. In the fourth quarter of 2008, for example, real GDP in the US tumbled more than 8%, a figure not witnessed since the double-dip recession of the 1980s, and perhaps not surpassed since the time of the Great Depression. During the Financial Crisis of 2008-2009, many industrial entities, particularly those with finance subsidiaries faced dwindling credit health, and several including General Electric (GE) and Harley-Davidson (HOG) cut their dividends to shareholders. Others such as General Motors (GM) even … Read more

Dividend Increases/Decreases for the Week Ending May 13

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Below we provide a list of firms that raised their dividends during the week ending May 13. 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 C$0.065 per share quarterly dividend, was C$0.06. Algonquin Power & Utilities (AQUNF): now $0.1059 per share quarterly dividend, was $0.09626. American Software (AMSWA): now $0.11 per share quarterly dividend, was $0.10. Black Box (BBOX): now $0.12 per share quarterly dividend, was $0.11. Colombia Pipeline (CPGX): now $0.13875 per share quarterly dividend, was $0.13375. Connecticut Water Service (CTWS): now $0.2825 per share … Read more

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

Dividend Increases for the Week Ending 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 Airgas (ARG): now $0.55 per share quarterly dividend, was $0.48. American Campus Communities (ACC): now $0.38 per share quarterly dividend, was $0.36. Ameriprise Financial (AMP): now $0.58 per share quarterly dividend, was $0.52. BB&T Corporation (BBT): now $0.24 per share quarterly dividend, was $0.23. Chevron (CVX): now $1.07 per share quarterly dividend, was $1.00. CorEnergy Infrastructure Trust (CORR): now $0.129 per share quarterly distribution, was $0.125 … Read more

Keeping Some Dry Powder

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A young cowboy named Billy Joe grew restless on the farm A boy filled with wonderlust who really meant no harm He changed his clothes and shined his boots And combed his dark hair down And his mother cried as he walked out Don’t take your guns to town son Leave your guns at home Bill Don’t take your guns to town — Johnny Cash “Don’t Take Your Guns to Town” << What does it mean to have “dry powder”? Valuentum pursues a standard quarterly report update cycle, and our latest update of companies in the Electrical Equipment industry was quite informative. This group includes many companies that operate within the heart of the industrial economy but fall short of … 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

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

Dividend Increases/Decreases for the Week Ending May 11

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Below we provide a list of firms that raised their dividends during the week ending May 11. 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 Algonquin Power & Utilities (AQN): now $0.1282 per share quarterly dividend, was $0.1165. Baker Hughes (BHGE): now $0.18 per share quarterly dividend, was $0.12. Baxter (BAX): now $0.19 per share quarterly dividend, was $0.16. BG Staffing (BGSF): now $0.30 per share quarterly dividend, was $0.25. Brookline Bancorp (BRKL): now $0.10 per share quarterly dividend, was $0.09. Business First Bancshares (BFST): now $0.08 per share quarterly dividend, … Read more