Valuentum Exclusive Analysis for the Discerning Investor

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Aug 28, 2023

Our Reports on Stocks in the Industrial Leaders Industry
Our reports on stocks in the Industrial Leaders industry can be found in this article. Reports include: MMM, DHR, GE, HON, BA, GD, LMT, NOC, RTX, WM, RSG, CAT, DE, CNI, CSX, UNP, FDX, UPS, FAST, APH, GLW, TEL, ETN, ITW, EMR, ROP, PH.

Aug 25, 2023

Dividend Increases/Decreases for the Week of August 25
Let's take a look at firms raising/lowering their dividends this week.

Aug 17, 2023

3 High Dividend Yielders for Consideration
Image: Entities with large net cash positions and substantial free cash flow generation have outperformed not only the broader stock market, but also key high yield areas, including REITs, mortgage REITs and master limited partnerships during the past 10 years. Source: The respective ETF sponsors. The skills to successfully invest for long-term capital gains or long-term dividend growth are much different than those required for generating high yield dividend income. Income investing is a much different proposition. However, the skills do center on a similar equity evaluation process, but one that requires an acknowledgement and heightened awareness of considerably greater downside risks. Income investing, or high yield dividend income investing, should at times be considered among the riskiest forms of investing, as many high dividend-yielding securities tend to trade closer to the characteristics of junk-rated bonds than they do most net cash rich and free cash flow generating powerhouses that we like so much in the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio.

Aug 11, 2023

Dividend Increases/Decreases for the Week of August 11
Let's take a look at firms raising/lowering their dividends this week.

Aug 5, 2023

ICYMI -- Shocking?!?! Utility Dividends Aren’t Always Safe
Image Source: Oran V. There is plenty to like about the business models of utilities. Regulated utilities, for one, are monopolies in their operating regions, providing an essential service to businesses and customers. This, coupled with the fact that the returns of regulated utilities are set by a regulatory body within a defined ratemaking process, causes the sector to be full of operators that boast steadily-growing earnings that appear to be materially dependable. As we note in this article, however, a surprisingly large number of utilities in our coverage universe have cut their dividends in the past. Are the dividends of utilities as safe as many make them out to be? Let’s dig in.

Aug 4, 2023

Dividend Increases/Decreases for the Week of August 4
Let's take a look at firms raising/lowering their dividends this week.

Jul 27, 2023

“Bought” Low and “Sold” Low with Meta
Image: Shares of Meta Platforms have been on a wild ride the past few years. We didn’t do well with the stock, unfortunately. Let the good times roll in big cap tech and large cap growth! What a fantastic year 2023 is turning out to be and thank you for sticking with us. If Meta serves as any example for you, it should be that you shouldn’t expect us to get everything "right," but it should be very, very clear that we’ve gotten far more things “right” than we’ve gotten “wrong” over the years. Cheers!

Jul 24, 2023

Public Storage Picks Up Simply Self Storage; M&A Remains Hot in Self Storage
Image Source: Public Storage. On July 24, Public Storage announced that it had agreed to acquire Simply Self Storage from Blackstone Real Estate Income Trust (BREIT) for $2.2 billion. The news follows the Public Storage-Life Storage takeout saga that ended with Life Storage running to Extra Space Storage for a deal. A PSA-LSI deal had made a lot of sense, and we’re not sure why LSI wanted nothing to do with PSA, but it may have had to do with a poor cultural fit. LSI apparently said it wasn’t for sale right before it tied the knot with EXR--moves that just didn’t seem to add up, in our view. In any case, we’re glad PSA walked away from a possible “winner’s curse” had it pursued LSI, and we’re largely indifferent to the smaller transaction regarding Simply Self Storage.

Jul 19, 2023

Top Dividend-Related News: MSFT, AAPL, ASML
Image: Microsoft’s shares hit a record high in July! Dividend growth giants Microsoft and Apple release news within the realm of artificial intelligence, while ASML Holding continues to expect a breakneck pace of revenue expansion during 2023.

Jul 15, 2023

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There may be no greater or better investment than becoming more exposed to the sustainable trend of environmental, social and governance (ESG) investing, where ESG research points to key risks of a company that could have tremendous implications on its intrinsic value or fair value estimate distribution. Subscribe to the monthly Valuentum ESG Newsletter today!