Valuentum Exclusive Analysis for the Discerning Investor

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Jan 20, 2023

Dividend Increases/Decreases for the Week of January 20
Let's take a look at firms raising/lowering their dividends this week.

Jan 12, 2023

Taiwan Semiconductor’s Shares May Have Bottomed
Image: We’re liking the technical bottom forming in Taiwan Semiconductor’s shares. Image Source: TradingView. Everyone has their eyes on Taiwan Semiconductor these days. The firm is the center of attention with respect to Sino-American relations, and the risk that China may invade Taiwan has added a degree of uncertainty to shares that is almost impossible to quantify within general valuation frameworks. Headquartered in Hsinchu, Taiwan, the world’s largest pure-play semiconductor foundry is a key bellwether for an area within technology that has faced considerable pressure during the past year. However, from our perspective, shares of Taiwan Semiconductor look to have carved out what we believe to be a technical bottom, and the high end of our fair value estimate range of $90 speaks to more upside potential.

Dec 23, 2022

Dividend Increases/Decreases for the Week of December 23
Let's take a look at firms raising/lowering their dividends this week.

Nov 22, 2022

Dick’s Sporting Goods Defies Skeptics, Puts Up Strong Comp Performance in Fiscal Third Quarter
Image: Dick’s Sporting Goods is the premiere sporting goods retailer, and the firm’s performance during its recently reported fiscal third quarter showed a key inflection point in same-store-sales growth. Image Source: Dick’s Sporting Goods. On November 22, Dick’s Sporting Goods reported fiscal third quarter results for the period ending October 29 that beat expectations on both the top and bottom line, but the real story was the sporting good retailer’s same-store sales performance, which far exceeded the consensus expectation for the period. With a forward estimated dividend yield of ~1.8% and a solid Dividend Cushion ratio of 3.3, Dick’s Sporting Goods remains one of our favorite ideas within the Dividend Growth Newsletter portfolio.

Nov 18, 2022

Dividend Increases/Decreases for the Week of November 18
Let's take a look at firms raising/lowering their dividends this week.

Oct 28, 2022

Dividend Increases/Decreases for the Week of October 28
Let's take a look at firms raising/lowering their dividends this week.

Aug 19, 2022

Dividend Increases/Decreases for the Week of August 19
Let's take a look at firms raising/lowering their dividends this week.

Jul 22, 2022

Dividend Increases/Decreases for the Week of July 22
Let's take a look at firms raising/lowering their dividends this week.

Apr 19, 2022

AT&T and Warner Bros. Discovery Go Their Separate Ways
Image Shown: AT&T Inc is spending heavily to grow its 5G wireless network while expanding the reach of its broadband footprint. Image Source: AT&T Inc – March 2022 Analyst & Investor Day Event Presentation. On April 8, AT&T Inc closed the merger of the WarnerMedia business with Discovery to create a powerhouse in the media and entertainment industry after then-Discovery shareholders voted to approve the deal on March 11. The new entity, Warner Bros. Discovery Inc, is home to various streaming services (HBO Max, discovery+, CNN+) along with linear and premium TV channels (Discovery Channel, HBO, TNT, HGTV, CNN, Animal Planet, Adult Swim, Cartoon Network). Warner Bros. Discovery began trading on the NASDAQ stock exchange on April 11 with shareholders of AT&T receiving 0.241917 shares of WBD for each share of T they held at closing. Part of this process involved Discovery, now Warner Bros. Discovery, consolidating its share class structure. In return for spinning off its WarnerMedia unit, AT&T received $40.4 billion in cash and the retention of certain WarnerMedia debt. Let's dig more into this separation in this note.

Dec 24, 2021

Dividend Increases/Decreases for the Week December 24
Let's take a look at companies that raised/lowered their dividend this week.