There Will Be Volatility

By Brian Nelson, CFA Last year, 2022, was a big test for equity investors, and the downside volatility that we witnessed during the year wasn’t comfortable, to say the least. Following the COVID-19 crash and rebound during 2020, and then the market surge in 2021, it wouldn’t be a stretch to say many investors’ heads are probably still spinning from all the volatility witnessed to start this decade. That said, part of what we’ve been warning about the past few years with respect to the equity market, especially in Value Trap, is that the proliferation of price-agnostic trading (e.g. quant, machine/algorithmic trading, etc.) will only lead to more and more market volatility, so while we were somewhat surprised by last … Read more

Dividend Increases/Decreases for the Week of September 8

Below we provide a list of firms that raised their dividends during the week ending September 8. 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                          AIA Group (AAGIY): now HK 0.42 per share interim dividend. Air New Zealand (ANZLY): now NZD 0.013 per share final dividend. The Bank of East Asia, Limited (BKEAY): now $0.0459 per share semi-annual dividend, was $0.0191. bebe stores (BEBE): now $0.04 per share quarterly dividend, was $0.02. Brady (BRC): now $0.235 per share quarterly dividend, was $0.230. BW Offshore (BWOFY): now $0.07 per share … Read more

Dividend Increases/Decreases for the Week of November 17

Below we provide a list of firms that raised their dividends during the week ending November 17. 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                          AECOM (ACM): now $0.22 per share quarterly dividend, was $0.18. Agilent Technologies (A): now $0.236 per share quarterly dividend, was $0.225. Alibaba (BABA): now $1.00/ADS annual dividend. Amkor Technology (AMKR): now $0.07875 per share quarterly dividend, was $0.0750. Artisan Partners Asset Management (APAM): Now $0.65 per share quarterly dividend, was $0.61. BankFirst Capital (BFCC): now $0.90 per share dividend, was $0.85. Berry Global Group … Read more

Dividend Increases/Decreases for the Week of November 22

Below we provide a list of firms that raised their dividends during the week ending November 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                          2020 Bulkers Ltd. (TTBKF): now $0.15 per share monthly dividend, was $0.01. AECOM (ACM): now $0.26 per share quarterly dividend, was $0.22. Agilent Technologies (A): now $0.248 per share quarterly dividend, was $0.236. Assurant (AIZ): now $0.80 per share quarterly dividend, was $0.72. Atea ASA (ATEAY): now $0.1591 per share semi-annual dividend, was $0.1401. Banca Mediolanum S.p.A. (BNCDY): now $0.7858 per share semi-annual dividend, … Read more