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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
May 7, 2021
Dividend Increases/Decreases for the Week May 7
Let's take a look at companies that raised/lowered their dividend this week.
May 5, 2021
Berkshire Hathaway Charging Higher
Image Shown: Shares of Berkshire Hathaway Inc Class B stock are on a nice upward climb year-to-date, and we include BRK.B as an idea in the Best Ideas Newsletter portfolio. We continue to be enormous fans of Mr. Buffett, Mr. Munger, and Berkshire Hathaway’s resilient business model and promising free cash flow growth outlook. On May 3, the first business day after Berkshire Hathaway reported its first quarter earnings, shares of BRK.A and BRK.B both moved higher during normal trading hours, a sign investors viewed the industrial conglomerate’s latest update quite favorably. We view Berkshire Hathaway as well-positioned to capitalize on the uneven but ongoing recovery in the US economy as COVID-19 vaccine distribution efforts are now in full swing (underpinning the domestic economy’s favorable outlook as quarantine measures and social distancing requirements are slowly eased across the country).
Apr 30, 2021
Dividend Increases/Decreases for the Week April 30
Let's take a look at companies that raised/lowered their dividend this week.
Apr 23, 2021
Lockheed Martin Boosts Guidance
Image Source: Lockheed Martin Corporation – First Quarter of Fiscal 2021 IR Earnings Presentation. Lockheed Martin Corp, maker of missile systems, space offerings, radar systems, jet fighters (including the F-35), and other advanced weaponry, will play a leading role in keeping Western armed forces (and the militaries of Western allies) ahead of rising geopolitical tensions. We include the defense contractor as an idea in the Dividend Growth Newsletter portfolio, and shares of LMT yield ~2.7% as of this writing. Lockheed Martin’s dividend growth trajectory is impressive, its free cash flow generating abilities are stellar, and it has an enormous backlog which provides a high degree of visibility as it concerns its future cash flow generating abilities.
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.
Apr 12, 2021
How Many Stocks to Achieve Diversification?
Image: GameStop’s shares are falling like a rock after hitting euphoric levels in the mid-$400s earlier this year. Our fair value estimate stands below $10 per share.  Day trading GameStop is gambling. Resist the urge. The 60/40 stock bond portfolio may have cost investors a bundle during the past 30 years relative to active stock managers charging 2% per annum, but that doesn’t mean you shouldn’t diversify appropriately within the equity component of your asset mix. Use common sense, and don’t get too aggressive on your favorite ideas either. We generally like to limit new ideas to 8%-10% of the newsletter portfolios at “cost” and generally don’t like them to run higher than 15% of the newsletter portfolio after appreciation. From my perspective, only ultra-sophisticated investors should ever consider shorting, and please don’t gamble too aggressively on options. Know the unlimited loss potential of selling options contracts. Options is not a fun game to lose. Investing is a long game--and know the difference between diversification across your favorite ideas and “diworsification” by buying overpriced assets. Adding pipeline MLPs to your portfolio in mid-2015 may have smoothed your returns the past five years, but only by hurting them. Leave gambling to the quants. See through the illusion of “factor” investing. Be smart, and don’t get stuck thinking “inside the box.” Markets are inefficient, unless you think GameStop was appropriately priced at both $180 and $350 on the same day (March 10) on no news. Finally, unless you have a few friends that can lend you a few billion in a pinch, don’t ever forget the cardinal rule--and even if you have a few billionaires next store: Always leave yourself outs. Stocks for the long run.
Mar 26, 2021
General Mills Prepares for Cost Inflation, Pet Business Growing Rapidly
Image Source: General Mills Inc – Third Quarter of Fiscal 2021 IR Earnings Presentation. On March 24, General Mills posted third quarter earnings for fiscal 2021 (period ended February 28, 2021) that beat consensus top- and bottom-line estimates on a GAAP basis, though its adjusted non-GAAP bottom-line performance missed consensus estimates. General Mills has seen demand surge higher for its products in the wake of the coronavirus (‘COVID-19’) pandemic as households stockpiled goods and started eating at home more often. The company posted a solid fiscal third quarter earnings report, though its outlook is facing headwinds as General Mills is contending with cost inflation concerns. Shares of GIS yield ~3.4% and are trading just above our fair value estimate as of this writing, after selling off in the wake of its latest earnings report.
Mar 24, 2021
Two Railroad Operators to Join Forces, Creating the First Fully Integrated Canada-US-Mexico Railroad Network
Image Source: Canadian Pacific Railway Ltd, Kansas City Southern – March 2021 Acquisition Presentation. On March 21, Canadian Pacific Railway Ltd announced it was acquiring Kansas City Southern through a cash-and-stock deal worth ~$29.0 billion by enterprise value (factoring in assumed debt). The combination will create the first fully integrated Canada-US-Mexico railroad operator with ~$780 million in annualized synergies expected within three years of the deal closing. Once this two-part transaction is complete, the new entity will have a US Class 1 railroad network that spans ~20,000 miles with ~20,000 employees supporting its operations. The pro forma company will be renamed Canadian Pacific Kansas City (‘CPKC’).
Mar 22, 2021
Nike’s Digital Strategy Supports Its Future Revenue Growth and Margin Expansion Prospects
Image Shown: Since announcing the launch of its Consumer Direct Offense initiative in June 2017, Nike has done a stellar job building its omni-channel selling capabilities. The company’s digitally-oriented direct-to-consumer strategy offers it the opportunity to enhance both its long-term revenue growth outlook and operating margin expansion potential. On March 18, Nike reported mixed earnings though its near-term guidance indicates its financial performance will continue to rebound after taking a beating from the COVID-19 pandemic. As of this writing, shares of NKE are trading in the upper bound of our fair value estimate range, indicating shares are roughly fairly valued at this time. The coronavirus (‘COVID-19’) pandemic has made it clear that companies with strong omni-channel selling capabilities are in a much better position than their physical-store dependent peers. Home delivery, curbside pickup, and order online/pickup in-store represent some of the main ways companies are meeting demand received through their digital platforms. E-commerce demand has boomed over the past several quarters and that trajectory has legs, in our view. Though e-commerce was already steadily becoming a larger part of the global economy over the past two decades (adoption rates vary across geographical regions), the pandemic has accelerated that trend. Nike recognized the need to develop omni-channel selling capabilities earlier than most, and part of that strategy involved building out an ecosystem of mobile apps and related websites. The apparel, footwear, equipment, and accessory company announced its ‘Consumer Direct Offense’ initiative back in June 2017 and the goal is to build up a sizable direct-to-consumer (‘DTC’) business with a large e-commerce component. The company has its fitness apps Nike Run Club and Nike Training Club along with the Nike app, which supports its e-commerce operations, and its Nike SNKRS app that focuses on footwear. Its digital strategy also involved Nike parting ways with Amazon a couple of years ago so Nike could better control its digital strategy. On March 18, Nike reported third quarter earnings for fiscal 2021 (period ended February 28, 2021) that saw its ‘NIKE Direct’ sales grow by 20% year-over-year, hitting $4.0 billion.
Mar 19, 2021
Dividend Increases/Decreases for the Week March 19
Let's take a look at companies that raised/lowered their dividend this week.



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