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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.
Apr 25, 2019
Norfolk Southern Impresses But Sustained Dividend Growth is Doubtful
While Norfolk Southern posted a solid first quarter earnings report and continued to showcase real operational improvement, an onerous net debt load combined with the long-term decline of coal in America puts its dividend growth trajectory in doubt.
Aug 13, 2018
More Optimizing to Maximize the Value
We continue to help readers find some of our best ideas for consideration, and some of the companies in this article didn’t make the cut for our long-term perspective. We’re allocating resources elsewhere.
May 10, 2018
Omega’s First-Quarter Results Not Terrible; Dividend Still Intact
Image Source: Omega Healthcare, March 2018 presentation. Omega Healthcare is a healthcare real estate investment trust (REIT) that has been battling concerns within its customer base regarding rent payments. Just how healthy its customer line-up truly is will likely play out in coming years, but for now, management is leaving the dividend intact. Shares yield 9%+ at the time of this writing.
May 2, 2018
Optimizing Coverage
We're shifting our coverage around a bit to better allocate resources to areas that are of interest to you!
Mar 26, 2018
Ongoing Optimization To Maximize The Value
We continue to help readers find some of our best ideas for consideration, and companies in the Diagnostic Substances industry weren't well-traveled by our readership. We’re allocating resources to better and more compelling opportunities that maximize the value of your membership. Please be sure to access the simulated newsletter portfolios for our best ideas!
Mar 8, 2018
A Little Optimization To Maximize The Value
We continue to help readers find some of our best ideas for consideration, and some of the companies in this article didn’t make the cut for our long-term perspective. We’re allocating resources elsewhere.
Jan 29, 2018
Dropping Coverage of a Few Clothing Retailers
Valuentum is dropping coverage of a few clothing retailers to focus resources elsewhere.
Dec 11, 2017
Omega Healthcare and Holly Energy Partners: Case Studies in REIT and MLP Income Evaluation
Image shown: The performance of the Vanguard REIT ETF (VNQ) during the Financial Crisis in 2007-2009. An assessment of a REIT’s or MLP’s dividend/distribution strength not only should reflect firm-specific fundamentals, but also external market conditions, which are paramount to the sustainability of most any REIT’s or MLP’s payout. Let’s remind readers of this important dynamic, which is captured via the two different Dividend Cushion ratios, and walk through what goes into the analysis we pursue when making a change with respect to our assessment of a company’s dividend health or safety.
Nov 2, 2016
Top-Rated OHI: Not Adding It But Why?
Image Source: Omega. "In my opinion, a golf club is only as good as the player that uses it, and in a similar light, a financial model or a rating system is only as good as the user that applies it." -- Brian Nelson, CFA
Apr 13, 2016
Dividend Increases/Decreases for the Week Ending April 8
Image Source: Barta IV. Let's take a look at companies raising/lowering their dividends this week.



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.