YUM

US Congress Is Getting Ready to Pass a Massive ~$2.2 Trillion Fiscal Stimulus Bill

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Image Shown: US equities have started to recover some of their lost ground as the likelihood that the US Congress will pass a massive ~$2.2 trillion fiscal stimulus and emergency spending package, dubbed the CARES Act, has increased significantly over the past week as seen through the bounce in the SPDR S&P 500 ETF Trust (SPY). President Trump has clearly indicated that he intends to sign such a bill into law as soon as possible, with the US House of Representatives expected to take up the legislation this upcoming Friday morning on March 27. By Callum Turcan On March 25, the US Senate worked late into the night to secure a bipartisan compromise on a massive ~$2.2 trillion fiscal stimulus … Read more

More Earnings Reports: BA, CMCSA, MCD

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Image Shown: Though the past year has been brutal for the commercial airliner and aerospace industries and it will continue to be rough sledding in the near term, Boeing is optimistic that within a few years passenger traffic will return to pre-pandemic levels and resume its growth trajectory thereafter. Image Source: Boeing Company – Fourth Quarter of 2020 IR Earnings Presentation By Callum Turcan In alphabetical order by ticker: BA, CMCSA, MCD We are continuing with our coverage of key earnings reports. Ongoing vaccine distribution activities should help global health authorities bring the coronavirus (‘COVID-19’) pandemic under control, though risks remain as new variants of the virus are popping up all over the place (and then spreading aggressively). Boeing (BA) … Read more

Stock Market Outlook for 2021

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By Valuentum Analysts February 8, 2021 2020 was one for the history books. We covered our thoughts and reflections on the past year in our “2020 Won’t Soon Be Forgotten” article (link here), and now we are looking towards the future. Global health authorities should be able to bring an end to the ongoing coronavirus (‘COVID-19’) pandemic sooner than many had expected as several vaccines have already been improved for emergency use and several others appear increasingly likely to get approved. Global vaccine distribution activities are currently underway, and this should allow the world to slowly return to pre-pandemic activities. Before then, immense stimulus measures launched primarily in developed nations should support global economic activities until the public health crisis … Read more

8 Announcements and Top Research You May Have Missed

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8 Announcements. This article was sent to members via email March 27. By Brian Nelson, CFA Hi everyone, Brian here. Trust you are doing great! Here are eight announcements I want you to be aware of: Everything we do is for our members. We’re very proud of the outperformance of the Best Ideas Newsletter portfolio, that we’ve never had a dividend cut in the Dividend Growth Newsletter portfolio, that our high-yield ideas are holding up very well, and the success rates of the Exclusive capital-appreciation ideas and short-idea considerations are running at approximately 80%. We’re proud to be your research partner. The odds of a Fed rate cut are going up as yield-curve inversion continues to threaten. The risks are more behavioral in … Read more

Dividend Increases/Decreases for the Week February 5

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Below we provide a list of firms that raised their dividends during the week ending February 5. 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 3M (MMM): now $1.48 per share quarterly dividend, was $1.47. Activision Blizzard (ATVI): now $0.47 per share annual dividend, was $0.41. Advanced Energy (AEIS): now $0.10 per share quarterly dividend. Allegion (ALLE): now $0.36 per share quarterly dividend, was $0.32. ALLETE (ALE): now $0.63 per share quarterly dividend, was $0.6175. Amdocs (DOX): now $0.36 per share quarterly dividend, was $0.33. Apollo Global Management (APO): now $0.60 … Read more

Dividend Increases/Decreases for the Week of February 10

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Below we provide a list of firms that raised their dividends during the week ending February 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                          3M (MMM): now $1.50 per share quarterly dividend, was $1.49. Allegion (ALLE): now $0.45 per share quarterly dividend, was $0.41. Ameren (AEE): now $0.63 per share quarterly dividend, was $0.59. American Homes 4 Rent (AMH): now $0.22 per share quarterly dividend, was $0.18. Ametek (AME): now $0.25 per share quarterly dividend, was $0.22. Ares Management (ARES): now $0.77 per share quarterly dividend, was $0.61. … Read more

Dividend Increases/Decreases for the Week of February 7

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Below we provide a list of firms that raised their dividends during the week ending February 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                          3M (MMM): now $0.73 per share quarterly dividend, was $0.70. Allegion (ALLE): now $0.51 per share quarterly dividend, was $0.48. AllianceBernstein (AB): now $1.05 per share quarterly dividend, was $0.77. Alpine Income Property Trust (PINE): now $0.285 per share quarterly dividend, was $0.280. Amdocs (DOX): now $0.527 per share quarterly dividend, was $0.479. Ameren (AEE): now $0.71 per share quarterly dividend, was $0.67. American … Read more

Update on Wuhan 2019 Novel Coronavirus Outbreak: 31,000+ Infections, 630+ Deaths

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Image Source: 2019-nCoV, Centers for Disease Control and Prevention The number of infections and deaths related to the Wuhan 2019 Novel Coronavirus has surged since our last update, but we maintain our view that investors should keep a level head. We continue to wait to add protection to the newsletter portfolios as the market absorbs a massive liquidity injection from the PBOC. By Brian Nelson, CFA The week of trading ending February 7 was a very strange one. Last Sunday, one could have only expected that given the news related to the Wuhan 2019 Novel Coronavirus outbreak, the bad news related to airlines (JETS) and aerospace players–Boeing (BA), in particular–and the speculative frenzy associated with Tesla’s (TSLA) rise, that the … Read more