Dividend Increases/Decreases for the Week of February 23

Below we provide a list of firms that raised their dividends during the week ending February 23. 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                          ACE Aviation Holdings Inc. (ACAVF): now $0.16 per share dividend. Aker BP ASA (AKRBY): now $0.1738 per share quarterly dividend, was $0.1577. Allstate (ALL): now $0.92 per share quarterly dividend, was $0.89. AMERISAFE (ASMF): now $0.37 per share quarterly dividend, was $0.34. Analog Devices (ADI): now $0.92 per share quarterly dividend, was $0.86. Armada Hoffler Properties (AHH): now $0.205 per share quarterly dividend, was … Read more

How to Think About Corporate Tax Reform

The Best Years Are Ahead

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 February 22

Below we provide a list of firms that raised their dividends during the week ending February 22. 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 Alamos Gold (AGI): now $0.01 per share quarterly dividend, was $0.005 (adjusted for semi-annual). Analog Devices (ADI): now $0.54 per share quarterly dividend, was $0.48. Apollo Global Management (APO): now $0.56 per share quarterly dividend, was $0.46. Ares Commercial Real Estate (ACRE): now $0.33 per share quarterly dividend, was $0.31. Argo Group International Holdings (ARGO): now $0.31 per share quarterly dividend, was $0.27. Armada Hoffler Properties … Read more