Valuentum Exclusive Analysis for the Discerning Investor

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Aug 19, 2022

Public Storage Is One of Our Income Generation Favorite Ideas
Image Shown: Shares of Public Storage, one of our favorite income generation ideas, have boomed higher over the past five years with room for additional upside. Public Storage reported second quarter 2022 earnings that missed consensus top-line estimates but beat consensus bottom-line estimates as the self-storge industry in the US continues to benefit from robust demand. Surging home prices have made many households turn to self-storage options as an economical way to maximize their living space. During its second quarter earnings update, Public Storage also moderately raised its full-year guidance for 2022 which we appreciate. We are huge fans of Public Storage as the real estate investment trust (‘REIT’) is able to generate sizable “excess” free cash flows after fully covering its total payout obligations, something most REITs outside of the self-storage industry are unable to do given their hefty capital expenditure obligations. Public Storage is included as an idea in the High Yield Dividend Newsletter portfolio.

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.

May 26, 2022

Public Storage Is a High-Quality Income Generation Idea
Image Source: Public Storage – March 2022 IR Presentation. On May 3, Public Storage reported first quarter 2022 earnings that missed consensus top-line estimates but beat consensus bottom-line estimates. The company reaffirmed its guidance for 2022 in conjunction with its latest earnings report. We are huge fans of Public Storage’s ample pricing power, strong occupancy rates, stellar cash flow profile, and its bright growth outlook. The self-storage real estate investment trust (‘REIT’) remains one of our favorite income generation ideas, and we include Public Storage in the High Yield Dividend Newsletter portfolio. Shares of PSA ~2.6% as of this writing.

Apr 27, 2022

Public Storage Getting Ready To Report First Quarter 2022 Earnings
Image Shown: Public Storage, a longtime idea in our High Yield Dividend Newsletter portfolio, has seen its share price skyrocket over the past year with room for additional upside, in our view. After the market close on May 3, the self-storage real estate investment trust (‘REIT’) Public Storage intends to report its first-quarter earnings for 2022, which will be followed up by an earnings conference call a day later. Shares of PSA have been a long-time idea in the High Yield Dividend Newsletter portfolio, and we continue to be enormous fans of the name. The top end of our fair value estimate range sits at $445 per share of Public Storage, indicating that shares of PSA have room to keep running higher. As of this writing, shares of PSA yield ~1.9%.

Apr 22, 2022

Dividend Increases/Decreases for the Week April 22
Let's take a look at companies that raised/lowered their dividend this week.

Jan 28, 2022

Dividend Increases/Decreases for the Week January 28
Let's take a look at companies that raised/lowered their dividend this week.

Oct 22, 2021

Dividend Increases/Decreases for the Week October 22
Let's take a look at companies that raised/lowered their dividend this week.

Oct 13, 2021

High-Yield Idea CyrusOne Considers Selling Itself
Image Shown: Shares of CyrusOne, an idea included in our High Yield Dividend Newsletter portfolio, are on a modest upward climb of late. The data center real estate investment trust (‘REIT’) is reportedly considering putting itself up for sale, though we like the REIT’s income generation upside regardless of whether a sale does materialize as its outlook continues to improve after posting stellar performance during the first half of 2021. Reportedly, CyrusOne is actively exploring a potential sale according to Reuters. We include shares of CONE as an idea in the High Yield Dividend Newsletter portfolio. The data center real estate investment trust (‘REIT’) has experienced significant turnover in its top ranks over the past couple of years which we will cover briefly, as that likely set the stage for the potential sale. Should CyrusOne decide not to sell itself, we would still be fans of its business model, growth runway, improving outlook, and income generation potential. Let's dig into latest developments in this article.

Jul 23, 2021

Dividend Increases/Decreases for the Week July 23
Let's take a look at companies that raised/lowered their dividend this week.

Apr 23, 2021

Dividend Increases/Decreases for the Week April 23
Let's take a look at companies that raised/lowered their dividend this week.