Member LoginDividend CushionValue Trap
|
Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for
any changes.
Apr 18, 2025
Dividend Increases/Decreases for the Week of April 18
Let's take a look at firms raising/lowering their dividends this week. Jan 31, 2025
Dividend Increases/Decreases for the Week of January 31
Let's take a look at firms raising/lowering their dividends this week. Jan 15, 2025
Bank Earnings Roundup: C, WFC, GS, JPM
Image Source: Hakan Dahlstrom. Citigroup launches a new, multi-year program to repurchase $20 billion in stock, Wells Fargo puts up strong earnings growth in the fourth quarter, Goldman Sachs issued a blockbuster fourth quarter report, while JPMorgan CEO Jamie Dimon warns of inflation and geopolitical risks. Dec 19, 2024
Shares of UnitedHealth Group and Vertex Pharma Sour
Image Source: Rodrigo Senna cc by 2.0. As of right now, we continue to monitor the situation with UnitedHealth, but the risks have substantially increased. We have no plans to remove it from the Best Ideas Newsletter portfolio at this time as we await news flow to settle down. As for Vertex, we continue to like its established position in cystic fibrosis and its opportunity in gene-editing therapies as well as a new class of medicine for acute pain that’s without the limitations of opioids. Though the news regarding suzetrigine wasn’t what the market was hoping for, the company’s pipeline is progressing nicely. Oct 18, 2024
Dividend Increases/Decreases for the Week of October 18
Let's take a look at firms raising/lowering their dividends this week. Oct 15, 2024
JPMorgan Continues to Generate Value for Shareholders
Image Source: Hakan Dahlstrom. During the third quarter, JPMorgan's book value per share was up 15%, to $115.15, while tangible book value per share grew 18%, to $96.42. Shares of JPMorgan aren’t cheap trading at north of 1.9x book value. JPMorgan is an important bellwether for the global economy, and its third quarter results spoke of continued strength and high returns on capital. We include Financial Select SPDR in the Best Ideas Newsletter portfolio to capture diversification benefits from the largest financial institutions. Shares of JPM yield approximately 2.3% at the time of this writing. Sep 13, 2024
Dividend Increases/Decreases for the Week of September 13
Let's take a look at firms raising/lowering their dividends this week. Jul 26, 2024
Dividend Increases/Decreases for the Week of July 26
Let's take a look at firms raising/lowering their dividends this week. Jul 19, 2024
Dividend Increases/Decreases for the Week of July 19
Let's take a look at firms raising/lowering their dividends this week. Jul 12, 2024
JPMorgan Chase’s Return on Capital Shines in Second Quarter
Image Source: Hakan Dahlstrom. On July 12, JPMorgan Chase reported second quarter results that beat expectations on the top line, but came up a bit short on the bottom line. JPMorgan is an important bellwether for the global economy, and its second quarter results spoke of continued strength and high returns on capital. We include Financial Select SPDR in the Best Ideas Newsletter portfolio to capture diversification benefits from the largest financial institutions. Shares of JPM yield 2.2% at the time of this writing. The High Yield Dividend Newsletter, Best Ideas
Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on
this website are for information purposes only and should not be considered a solicitation to buy or sell any
security. The sources of the data used on this website are believed by Valuentum to be reliable, but the data’s
accuracy, completeness or interpretation cannot be guaranteed. Valuentum is not responsible for any errors or
omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts
no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a
registered investment advisor and does not offer brokerage or investment banking services. Valuentum, its employees,
and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.
|
