Valuentum Exclusive Analysis for the Discerning Investor

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Analysis of Marcus Corp (MCS) and Schneider National Trucking (SNDR)
Image Source: Dan. Marcus Corp has done well in establishing itself as a meaningful regional player in the movie theater market, and its ability to outperform the industry in terms of box office results and profitability in its movie theater operations--thanks in part to its solid portfolio of owned real estate--is impressive. However, inconsistent free cash flow generation and a notable debt load give us some reason for pause, as does its weak Dividend Cushion ratio, and we see little valuation opportunity present in shares at this time. Schneider National Trucking operates a broad portfolio of freight transportation and logistics solutions that appear to be positioned well for profitable growth thanks to a diversified customer base, the proliferation of e-commerce, and potential margin-expanding initiatives. We generally prefer the business models of more asset-light peers, however, as the company’s free cash flow generation suffers due to the capital intensity of maintaining of a fleet of owned transportation equipment. We’re expecting ongoing expansion in its cash flow generating capacity, as a result of ongoing cash flow from operations expansion and lower capital spending in the near term, but shares of Schneider are trading firmly in the upper half of our fair value estimate range at the moment.

Dividend Increases/Decreases for the Week Ending February 24
Let's take a look at companies raising/lowering their dividends this week.

Dividend Increases/Decreases for the Week Ending February 19
Let's take a look at companies raising their dividends this week.

Dividend Increases for the Week Ending April 17
Let's take a look at firms that raised their dividends during the week of April 17.

Dividend Increases/Decreases for the Week Ending April 11
Let's take a look at dividend increases/decreases for the week ending April 11.

3 Important Pieces of News on the Monday of This Shortened Holiday Week
Blockbuster sales at the box office, a ‘Giant’ offer, and a teachable moment for individual investors.

Firms Raising Their Dividend In the Week Ending July 19 Included Kinder Morgan and Omega Healthcare
We provide a list of firms increasing/decreasing their dividend in the week ending July 19.