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.
Jun 25, 2018
Still Expecting Strong 2018 from Digital Realty
Image Source: DLR Investor Presentation. In April of this year, we added Digital Realty Trust to the simulated Dividend Growth Newsletter portfolio. We think its addition adds a nice boost to the overall dividend yield to the portfolio. May 9, 2018
Realty Income Occupancy Highest in More Than a Decade
Image Source: Realty Income. Simulated Dividend Growth Newsletter portfolio idea Realty Income delivered a solid first quarter 2018 report that included impressive occupancy rates, steady adjusted funds from operations growth, and ongoing dividend expansion. Apr 8, 2018
Portfolios: Dividend Growth Versus Best Ideas
Let’s talk about the difference between the Dividend Growth Newsletter portfolio and the Best Ideas Newsletter portfolio. Apr 6, 2018
Dividend Growth Portfolio: Adding Two New Gems
We’re making some moves in the Dividend Growth Newsletter portfolio today. Mar 2, 2018
Dividend Increases/Decreases for the Week Ending March 2
Let's take a look at companies that raised/lowered their dividend this week. 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. Aug 19, 2017
Realty Income Has Avoided Much of the Trouble in Retail
Image Source: Realty Income. Realty Income’s dividend track record largely speaks for itself, and the REIT may be one of the most attractive in its peer universe. With a focus on some of the strongest retail tenants, it has largely avoided most of the trouble in retail. The REIT recently declared its 566th consecutive common stock monthly dividend. May 8, 2017
Alert: Removing Coach; Talking Buffett, Unemployment, and Stock Market Valuations
Image Source: DonkeyHotey. There are four takeaways from this piece you must know. We’re removing Coach from the Dividend Growth Newsletter portfolio, Buffett may no longer be against paying a dividend at Berkshire, US unemployment now stands at 4.4%, and market valuations remain frothy. Mar 6, 2017
Dividend Increases/Decreases for the Week Ending March 3
Let's take a look at companies raising/lowering their dividend 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.
|
|||||||||||||||||||||
Rising interest rates may pose headwinds to yield-sensitive dividend payers, but we think dividend growth investing remains a resilient theme. We’re big fans of the concept of yield-on-cost, but close attention to valuations, free cash flow generation and balance-sheet health will remain critical.