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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.
Latest Valuentum Commentary

Dec 14, 2018
Dividend Increases/Decreases for the Week Ending December 14
Let's take a look at companies that raised/lowered their dividend this week.
Dec 17, 2017
Dividend Increases/Decreases for the Week Ending December 15
Let's take a look at companies raising/lowering their dividends this week.
May 9, 2017
Podcast: The Hazards of Mortgage REITs
President of Investment Research Brian Nelson talks mortgage REITs and the concept of spread risk that may lead to steep book value declines and weakened dividend health across the industry. ~5 mins.
Sep 28, 2016
Valuentum Strives To Be the Gold Standard in Equity Research
Valuentum's Best Ideas portfolio and Dividend Growth portfolio continue to exceed their respective goals, but the firm's research on the mortgage REIT industry has put it in a class by itself. In this article, please find a graphic portrayal of its call on the mREIT industry. Maxim, KBW, RBC, Edward Jones, Seeking Alpha, Wunderlich, Citi, Evercore, and JP Morgan were all behind the curve. Will still more research shops come around?
Jun 20, 2016
Dividend Increases/Decreases for the Week Ending June 17
Let's take a look at companies raising/lowering their dividends this week.
Oct 27, 2015
Are You Still Trying to Catch Lightning with American Capital Agency?
It may be time to stop reading some of the “bull-ishness” on other websites?
Sep 21, 2015
Dividend Increases/Decreases for the Week Ending September 18
Let's take a look at companies raising/lowering their dividends this week.
Mar 14, 2014
Dividend Increases/Decreases for the Week Ending March 14
Let's take a look at dividend increases/decreases for the week ending March 14.
Jul 30, 2013
American Capital Agency Loses $2.37 Per Share in Second Quarter
American Capital Agency succumbs to wider spreads in the broader mortgage backed securities market. We’re not deceived by the elevated yields in the mortgage REIT space, and we remain on the sidelines as we have been since the industry peak in September 2012.
May 26, 2013
The Mortgage REIT Business Doesn't Work...
...if interest rates go up and if the yield curve is flatter. - Gary Kain, President and CIO, American Capital Agency (AGNC), May 23, 2013, acknowledging the "very real" bear case.


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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.