BTC iShares Select Dividend ETF

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  • uploads///becccdbfeeee
    Miscellaneous

    Why SABMiller Rejected 3 Anheuser-Busch InBev Bids

    The partial shares option structured with ABI’s proposal is not an advantageous option for many of SABMiller shareholders. This is due to the illiquidity of the restricted shares proposed to be issued by ABI under the option.

    By Phalguni Soni
  • uploads///GD segment outlook
    Earnings Report

    Outlook for General Dynamics’ individual business segments

    In this part of the series, we’ll look at the outlook for General Dynamics’ individual business segments. General Dynamics has four major business segments.

    By Ally Schmidt
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    Earnings Report

    How Did Darden Expand Its 3Q16 Revenue?

    Darden Restaurants’ (DRI) revenue includes sales from all seven of its brands. The majority, or 55%, of revenues came from Olive Garden.

    By Rajiv Nanjapla
  • uploads///leg pm
    Company & Industry Overviews

    Raymond James Downgrades Leggett & Platt to ‘Market Perform’

    Leggett & Platt (LEG) has a market capitalization of $7.2 billion. The stock fell by 1.3% to close at $51.87 per share on August 1, 2016.

    By Gabriel Kane
  • Financials

    Must-know: Dividends as a hedge against stock market bubbles

    Dividends pay returns even during market recovery. Major market indices like the S&P 500 (SPY), Dow Jones (DIA) and NASDAQ (QQQ) can be seen surging to record highs during a bubble.

    By Surbhi Jain
  • uploads///leg pm
    Company & Industry Overviews

    Leggett & Platt Will Discuss Its Target and Opportunities on September 14

    LEG rose by 0.27% to close at $51.84 per share during the fifth week of August, with weekly, monthly, and YTD price movements were 0.27%, -1.8%, and 25.1%.

    By Gabriel Kane
  • uploads///Progressive dividends
    Earnings Report

    Can BHP Maintain Its Dividends in 2016?

    BHP Billiton is facing pressure in all the commodity businesses it’s involved in. At spot prices, free cash flow doesn’t cover the company’s dividends.

    By Anuradha Garg
  • uploads///Segment Rev Change
    Earnings Report

    Will Lower Rig Contracts Affect Helmerich & Payne in Fiscal 4Q16?

    Helmerich & Payne (HP) expects nearly 84 of its rigs to remain under contract by fiscal 4Q16. On September 7, HP had 348 US land rigs, ~26% of which were contracted.

    By Alex Chamberlin
  • Energy & Utilities

    Why investors prefer dividends in a low interest rate environment

    The Fed’s policy of keeping the nominal interest rates at a zero lower bound leads some investors to seek higher and stabler income elsewhere. The low-interest rate regime may force risk-taking investors towards the higher-cost debt of high yield bonds.

    By Surbhi Jain
  • uploads///dvy vs spy
    Macroeconomic Analysis

    Dividend ETFs Continue to Benefit from the Fed’s Low-Rate Policy

    Dividend investing involves looking for companies that generate steady cash flows for shareholders. They’re likely to outperform when the economy is down.

    By Surbhi Jain
  • uploads///Inventory
    Company & Industry Overviews

    How Is Clorox Improving Product Distribution?

    For distribution in the United States, Clorox (CLX) sells or markets its products primarily through mass retail outlets, e-commerce channels, wholesale distributors, and medical supply distributors.

    By Penny Morgan
  • uploads///Copper
    Basic Materials

    How Could Rio Tinto’s Copper Production Pan Out Going Forward?

    Copper volumes are key for companies that produce copper. In this part of the series, we’ll look at Rio Tinto’s (RIO) copper production profile.

    By Anuradha Garg
  • uploads///New Red Lobster Differences
    Consumer

    Why a standalone Red Lobster is key to the brand’s survival

    Post-separation Red Lobster is expected to have more tailored operating initiatives focused on “maintaining stable sales by retaining core guests.”

    By Xun Yao Chen
  • Consumer

    Must-know: The pros and cons of investing in dividend ETFs

    A dividend exchange-traded fund (or ETF) consists of dividend-paying stocks. Usually, ETFs track a dividend index. The stocks in the fund or index are selected based on their dividend yield.

    By Surbhi Jain
  • uploads/// DWA Technical
    Macroeconomic Analysis

    Dorsey Wright Indices: Taking Advantage of Technical Aspects

    With the Dorsey Wright indices, we mentioned the Dividend Achievers (VIG) (DVY) and now this is more of a fundamental factor based suite of products.

    By Peter Barnes
  • uploads///RV
    Company & Industry Overviews

    Weighing Helmerich & Payne’s Valuation against Peers

    Helmerich & Payne’s EV, when scaled by TTM adjusted EBITDA, is lower than the peer group average.

    By Alex Chamberlin
  • uploads///FQ revenue
    Earnings Report

    Altria Missed Revenue Estimates in Fiscal 4Q15

    Altria’s (MO) net revenue of excise taxes increased 2.5% to $4.7 billion in fiscal 4Q15. But it missed revenue estimates after beating them for five consecutive quarters.

    By Penny Morgan
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    Earnings Report

    Why Is Darden’s Revenue Expected to Expand in Fiscal 3Q16?

    The overall revenue of Darden Restaurants is expected to grow to $1.8 billion in fiscal 3Q16. This is compared to $1.7 billion in fiscal 3Q15, which represents growth of 5.9%.

    By Rajiv Nanjapla
  • Financials

    Why dividend ETFs may be the right thing at the right time

    Present-day U.S. stock markets seem to have fully recovered from the recessionary abyss. Markets are reaching peaks higher than pre-crisis levels, with major indices such as the S&P 500 (SPY), Dow Jones (DIA) and NASDAQ (QQQ) surging to record highs.

    By Surbhi Jain
  • uploads///ford mustang auto vehicle muscle
    Company & Industry Overviews

    Ford Stock Posted Best Q1 Performance since 2012

    In the last few months, Ford (F) stock has traded on a mixed note. In February and March, the stock fell 0.3% and rose 0.1%, respectively.

    By Jitendra Parashar
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    Consumer

    Why Ford Stock Surged 15% in January

    Ford (F) has been one of the worst-performing auto stocks for the last four consecutive years, but 2019 has been positive for it so far.

    By Jitendra Parashar
  • uploads///Returns
    Company & Industry Overviews

    Could the Cleanup at GOLD Lead to Increased Shareholder Returns?

    The new Barrick (GOLD) is mainly focused on assets with superior costs, long mine lives, and high grades.

    By Anuradha Garg
  • uploads///Part
    Basic Materials

    All You Need to Know about Vale’s New Dividend Policy

    On March 29, 2018, Vale (VALE) announced a new dividend policy set to take effect in its 1H18 results.

    By Anuradha Garg
  • uploads///Dividends
    Basic Materials

    Vale’s New Dividend Policy Announcement

    Vale SA (VALE) has guided for an “aggressive and sustainable” dividend policy going forward. The company is planning to come up with a new dividend policy by the end of March 2018.

    By Anuradha Garg
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    Energy & Utilities

    Factors that Could Drive Dominion Energy’s Dividend Growth

    Dominion Energy’s (D) present dividend yield of 4.4% is due to its dividend growth and price loss.

    By Amanda Lawrence
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    Healthcare

    These Are the Top 5-Year Dividend Growth S&P 500 Stocks

    The average dividend yield of the top five dividend growth stocks has fallen short of the broad indexes’ dividend growth.

    By Amanda Lawrence
  • uploads///rev eps hp
    Energy & Utilities

    Helmerich and Payne’s Dividends: Key Drivers

    Helmerich and Payne (HP) is involved in drilling oil and gas wells for exploration and production companies. Its operating revenue fell 49% in 2016 before growing 11% in 2017.

    By Amanda Lawrence
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    Energy & Utilities

    What Has Influenced the Outlook for Valero Energy?

    Valero Energy’s operating revenue fell 14% in 2016 before rising 23% in 9M17. Refining revenues drove the decline in 2016, offset by ethanol revenues.

    By Amanda Lawrence
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    Consumer

    Darden’s Stock Rose on Strong 2Q18 Earnings

    Darden Restaurants (DRI) posted its fiscal 2Q18 earnings on December 19. The company posted adjusted EPS (earnings per share) of $0.73 on revenues of $1.88 billion.

    By Rajiv Nanjapla
  • uploads///LB S EPS
    Consumer

    What Has Affected L Brands’ Dividend Growth?

    L Brands has a dividend yield of 5.5% and YTD price loss of 33.6%.

    By Amanda Lawrence
  • uploads///NET SALES EPS LMT
    Industrials

    How Lockheed Martin’s Dividend Yield Looks

    Lockheed Martin (LMT) is a worldwide security and aerospace company.

    By Amanda Lawrence
  • uploads///Basaglar
    Company & Industry Overviews

    Why Eli Lilly’s Basaglar, Jardiance, and Trajenta Could Witness Steady Growth in 2018

    In 1H17, Eli Lilly’s (LLY) Basaglar generated revenues of around $132.6 million, compared with $27.2 million in 1H16.

    By Daniel Collins
  • uploads///rev eps cat
    Industrials

    Why Caterpillar’s Dividend Yield Is Sloping Downwards

    Caterpillar (CAT) posted sales and revenue growth of -18% in 2016 compared to -15% in 2015.

    By Amanda Lawrence
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    Consumer

    Why Chipotle Stock Is Seeing Downward Momentum

    As of October 3, 2017, Chipotle Mexican Grill (CMG) was trading at $302.99, which represents a fall of 13.1% since the announcement of its 2Q17 earnings on July 25, 2017.

    By Rajiv Nanjapla
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    Consumer

    Why Darden’s Fiscal 1Q18 Earnings Failed to Impress Investors

    Darden Restaurants (DRI) announced its fiscal 1Q18 earnings on September 26, 2017. It posted adjusted EPS (earnings per share) of $0.99 on revenues of $1.9 billion.

    By Rajiv Nanjapla
  • uploads///BLK
    Financials

    What Led to BlackRock’s Downward Sloping Dividend Yield Curve?

    BlackRock posted a 7.0% revenue growth in the first half of 2017, driven by every segment except multi-asset and alternatives, which reported flat growth.

    By Amanda Lawrence
  • uploads///CTL PRICE
    Tech & Comm Services

    How CenturyLink is Maintaining Its Dividend Yield

    The story behind CenturyLink’s 8% yield Another acquisition-driven telecom company is CenturyLink (CTL). The cohesive communications company provides a wide range of services to its residential and business customers. Like Frontier, it has been impacted by the slowing traditional phone business. The company’s operating metrics, excluding those of Prism TV, are trending downwards. This trend has […]

    By Amanda Lawrence
  • uploads///DY AFL
    Financials

    Dividend Yield of Aflac

    This year marks Aflac’s (AFL) 35th successive year of dividend growth. But its operating cash flow has shown a declining trend over the years.

    By Amanda Lawrence
  • uploads///DY ATT
    Tech & Comm Services

    AT&T’s Dividend Path

    AT&T (T) has managed to record growth in its 2016 revenues, mainly driven by its Entertainment Group and International segments.

    By Amanda Lawrence
  • uploads///djiaconsti
    Consumer

    How the Dow Jones Industrial Average Has Performed

    The Dow Jones Industrial Average Index has a YTD return of 10.5%. It offers a dividend yield of 2.4% at a PE (price-to-earnings) ratio of 20.4x.

    By Amanda Lawrence
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    Consumer

    Domino’s Stock Fell on This in 2Q17

    For 2Q17, Domino’s reported adjusted earnings per share of $1.32 on revenues of $628.6 million, representing a 34.6% rise.

    By Rajiv Nanjapla
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    Consumer

    Chipotle’s Valuation Multiple Falls on New Food Safety Issues

    The recent food safety reports at Chipotle have prompted analysts to lower their EPS (earnings per share) estimates for the company for the next four quarters from $8.98 to $8.78.

    By Rajiv Nanjapla
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    Earnings Report

    How Chipotle’s Valuation Multiple Compares with Its Peers

    On July 13, 2017, Chipotle’s forward PE multiple was 39.1x compared to 50.7x before the announcement of its 1Q17 earnings.

    By Rajiv Nanjapla
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    Earnings Report

    McDonald’s: Investors Are Optimistic before Its 2Q17 Earnings

    McDonald’s will announce its 2Q17 earnings before the market opens on July 25. Its stock price has risen 15.5% since its 1Q17 earnings were announced.

    By Rajiv Nanjapla
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    Miscellaneous

    Consumer Discretionary: Which Are the Top Dividend Growers?

    Consumer Discretionary Select Index sales, earnings, and dividends have grown at a CAGR (compound annual growth rate) of 6%, 7.2%, and 10.7%, respectively between 2012 and 2017.

    By Amanda Lawrence
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    Earnings Report

    Darden Stock Hits New 52-Week High on Strong 4Q17 Earnings

    In fiscal 4Q17, Darden posted adjusted EPS (earnings per share) of $1.18 on revenues of $1.9 billion.

    By Rajiv Nanjapla
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    Earnings Report

    How Darden’s Valuation Multiple Compares with Peers

    On June 21, 2017, Darden was trading at a PE multiple of 20x, as compared to 17.8x before the announcement of its fiscal 3Q17 earnings.

    By Rajiv Nanjapla
  • uploads///sectordividendgrowth
    Miscellaneous

    Analyzing the Dividend Yields of the Cyclical and Defensive Sectors

    The S&P 500 (SPY) defensive sectors tend to offer an attractive yield to investors during low-interest environments or when the economy is slowing down.

    By Amanda Lawrence
  • uploads///IV
    Miscellaneous

    What’s Basic Energy Services’ Stock Price Forecast?

    On May 8, 2017, Basic Energy Services’ (BAS) implied volatility was ~57%.

    By Alex Chamberlin
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    Earnings Report

    Why Philip Morris’s Valuation Multiple Fell: Weak 1Q17 Earnings

    Valuation multiples help investors make investment decisions. They’re driven by investors’ willingness to pay, perceived growth, risks, and uncertainties.

    By Rajiv Nanjapla
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    Earnings Report

    Where Philip Morris’s Valuation Multiple Stands Next to Peers

    As of April 11, 2017, Philip Morris was trading at a forward PE multiple of 22.6x, as compared to 20.8x before the announcement of its 4Q16 earnings.

    By Rajiv Nanjapla
  • uploads///Eagle Ford
    Macroeconomic Analysis

    Why November Eagle Ford Natural Gas Production Fell 19% in a Year

    The EIA estimates that natural gas production at the Eagle Ford Shale was 19.0% lower than production in November 2015.

    By Alex Chamberlin
  • uploads///Net Debt to EBITDA
    Company & Industry Overviews

    Analyzing Indebtedness: PTEN versus HP

    We’ll discuss Helmerich & Payne (HP) and Patterson-UTI Energy’s (PTEN) indebtedness. On September 30, Patterson-UTI Energy’s net debt was $576 million.

    By Alex Chamberlin
  • uploads///FCF
    Company & Industry Overviews

    What Could Provide an Upside to Vale SA’s Free Cash Flow?

    Vale SA (VALE) generated free cash flow of $1.6 billion in 3Q16. In August 2016, it sold an additional 25.0% of its gold stream as a by-product of Salobo’s copper concentrate.

    By Anuradha Garg
  • uploads///ppl yld
    Company & Industry Overviews

    PPL’s Dividend: One of the Most Admirable Yields in the Sector

    PPL’s dividend yield is among the highest in the sector. Top utilities such as Duke Energy and Southern Company are also currently trading at respective yields of ~4.5%.

    By Vineet Kulkarni
  • uploads///Part  st
    Macroeconomic Analysis

    Are Dividend Growers a Better Option Than Dividend Payers?

    With a gradual increase in interest rates, dividend-growing companies have room to grow and can offer a higher yield with higher income. On the other hand, dividend-paying companies have no room for growth.

    By Terry Simpson
  • uploads///Eagle Ford
    Macroeconomic Analysis

    Why October Eagle Ford Natural Gas Production Fell 18% in a Year

    The EIA estimates that natural gas production at the Eagle Ford Shale was ~5.9 Bcf (billion cubic feet) per day in October 2016.

    By Alex Chamberlin
  • uploads///Conservative
    Company & Industry Overviews

    Demographics Driving Conservative Investment? Bernstein Says No

    After stating that the market isn’t in a low return environment, Richard Bernstein moved on to discuss the reasons cited by many for conservative asset allocation.

    By David Ashworth
  • uploads///Dividend Yield of Some ETFs
    Company & Industry Overviews

    Bernstein’s Take on ‘Unprecedented’ Event in Equities Bull Run

    In Richard Bernstein Advisors’ October newsletter, Richard Bernstein noted that although the bull run in US stocks is in its seventh year, investors remain afraid of equities.

    By David Ashworth
  • uploads/// PKW vs SPY
    Macroeconomic Analysis

    Buyback Achievers Strategy Significantly Outperforms Benchmark

    Historically, we have seen Buyback does perform very well across all interest rate environments. Looking at the data back to the mid-80s, it does well.

    By Peter Barnes
  • uploads/// SPY vs RSP
    Macroeconomic Analysis

    How Do You Define ‘Smart Beta’?

    What is your definition of smart beta? I think there is some variation in this definition depending on who you ask.

    By Peter Barnes
  • uploads/// AlphaDesk US
    Macroeconomic Analysis

    The AlphaDEX® Methodology: The Quintessential Smart Beta Product

    So let’s move on to the AlphaDEX suite of products. Walk us through the construction of these products.

    By Peter Barnes
  • uploads/// Div Growers
    Company & Industry Overviews

    Do Dividend Growers Look Appealing?

    Historically, dividend growers have often performed better than the S&P 500 (IVV) and provided higher income during Market volatility.

    By Richard Turnill
  • uploads/// Euro NPL
    Company & Industry Overviews

    Where Should Investors Turn in the Wake of Brexit Results?

    As concerns about weak economic growth are further aggravated in the aftermath of Brexit, European (EZU) stocks are likely to see downward trends for the rest of the year.

    By Richard Turnill
  • uploads///ko pm
    Company & Industry Overviews

    Coca-Cola Announces Its Plans to Expand in Brazil

    Coca-Cola fell by 0.13% to close at $45.63 per share on July 15. Its weekly, monthly, and YTD price movements were 0.55%, 1.4%, and 7.9%, respectively.

    By Gabriel Kane
  • uploads///Global Bond Yields Are Trading Close to Their Historic Lows
    Macroeconomic Analysis

    Yield-O-Philes Face a Difficult Challenge

    Yields remain at unattractive levels. This has caused yield-thirsty investors to flock to high-dividend-yielding stocks, driving their valuations higher.

    By Russ Koesterich, CFA
  • uploads///European Dividend Plays Appear More Attractive Compared to Their American Counterparts
    Macroeconomic Analysis

    Yield for Yields! Where Can You Find Yields Today?

    Not only are European stocks cheaper than American ones, they also offer more attractive dividend yields.

    By Russ Koesterich, CFA
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    Company & Industry Overviews

    The Latest Forward Yield and Dividend Growth Numbers among Utilities like PPL

    PPL Corporation is currently trading at a forward dividend yield of 4%, with an expected dividend growth rate slightly under 2% for the next two years.

    By Vineet Kulkarni
  • uploads///Eagle Ford
    Macroeconomic Analysis

    Why April’s Eagle Ford Natural Gas Production Fell 9% in a Year

    The EIA estimated that natural gas production at the Eagle Ford Shale was ~6.7 Bcf (billion cubic feet) per day in April 2016.

    By Alex Chamberlin
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    Company & Industry Overviews

    Have Utilities Lost Their Allure after the Unusual Rally in 2016?

    In 2016, utilities have gained more than 12% YTD, outperforming broader equities. The steep rally of utilities has offset investor losses from last year.

    By Vineet Kulkarni
  • uploads///Debt
    Earnings Report

    Vale’s Stretched Balance Sheet: Why Are Investors Still Worried?

    Vale management maintains that “in spite of the increasing prices, we remain fully-committed to the strengthening of our balance sheet through the reduction of our net debt.”

    By Anuradha Garg
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    Earnings Report

    EIX Reported Lower 1Q16 Revenue due to Delayed Rate Case Decision

    Edison International (EIX), the smallest of the three Californian utilities by market capitalization, reported its 1Q16 results on May 2, 2016.

    By Vineet Kulkarni
  • uploads///Q revenue overview
    Earnings Report

    Altria Missed Estimates Last Quarter—How Was Its 1Q16?

    After missing revenue expectations last quarter, Altria came in ahead of analysts’ estimates in 1Q16. Analysts had projected revenue of $4.4 billion.

    By Penny Morgan
  • uploads///Segment Revenues
    Earnings Report

    Does National Oilwell Varco See Recovery in 2016?

    National Oilwell Varco’s management expressed optimism about crude oil production and a demand recovery in 2H16.

    By Alex Chamberlin
  • uploads/// quality cs
    Company & Industry Overviews

    Why Investors Should Focus on High Quality Growth Companies

    A portfolio with a focus on quality companies is likely to have lower volatility and could offer stable returns compared to a broader index.

    By Heidi Richardson
  • uploads///Debt
    Earnings Report

    Are Vale’s Plans to Protect Its Balance Sheet Too Aggressive?

    Vale (VALE) ended 4Q15 with $3.6 billion in cash on its balance sheet as compared to $4.5 billion at the end of 3Q15.

    By Anuradha Garg
  • uploads///Divestments
    Company & Industry Overviews

    Why Vale’s Cost Saving Efforts Weren’t Enough to Avoid a Downgrade

    Vale SA (VALE) released its 2015 results on February 25, 2016. It announced several cost-cutting and cost saving measures to weather the prolonged downturn in commodities (COMT).

    By Anuradha Garg
  • uploads///Capital allocation
    Earnings Report

    A Look at BHP Billiton’s Capital Allocation Priorities

    BHP Billiton (BHP) (BBL) has reframed its capital allocation priorities, including sustaining capex, maintaining balance sheet strength, and cutting dividends.

    By Anuradha Garg
  • uploads///Dividends
    Earnings Report

    Why Is BHP Billiton Cutting Its Dividends?

    BHP Billiton has changed its dividend policy from one based on progressive dividends to a payout ratio based on earnings.

    By Anuradha Garg
  • uploads///NAV
    Company & Industry Overviews

    How Does NMM’s Stock Compare with Its Adjusted Net Asset Value?

    Navios Maritime Partners’ adjusted NAV (net asset value) shows that it is currently trading at a 46% discount to its NAV.

    By Anuradha Garg
  • uploads///Vessel values
    Earnings Report

    Could Navios Partners’ Dividend Cut Be a Long-Term Opportunity?

    Navios Maritime Partners (NMM) will save $72 million annually from the suspension of dividends (DVY).

    By Anuradha Garg
  • uploads///Pre Revenue
    Earnings Report

    Will Altria Group Beat Wall Street’s Revenue Estimates in 4Q15?

    Altria Group is set to release its 4Q15 and 2015 earnings on January 28, 2016. MO’s earnings were in-line with Wall Street analysts’ expectations in 3Q15.

    By Penny Morgan
  • uploads///Dividend yield
    Company & Industry Overviews

    NMM Is the Only One Paying Dividends: Should Investors Care?

    Navios Maritime Partners (NMM) cut dividends by 52% in its 3Q15 results given the weak outlook for the dry bulk industry. But even after a cut, it’s boasting of a yield of 30%+.

    By Anuradha Garg
  • uploads///Cash flow Capex distribution
    Company & Industry Overviews

    BHP’s Free Cash Flow Could Fall Short of Covering Its Dividends

    BHP has a capital expenditure (or capex) guidance of $8.3 billion for fiscal 2016 and $7 billion for fiscal 2017.

    By Anuradha Garg
  • uploads///Balance sheet
    Company & Industry Overviews

    BHP May Have to Choose between Capex and Dividends

    BHP will most likely have to choose between cutting dividends and cutting capital expenditure, given that it does not borrow to pay dividends.

    By Anuradha Garg
  • uploads///Capex BS
    Company & Industry Overviews

    Anglo American Works to Restore Its Balance Sheet to Health

    Anglo American’s balance sheet is in bad shape. The company is realigning its focus on cash flow generation, high-quality assets, and reduction of costs.

    By Anuradha Garg
  • uploads///Brands
    Company & Industry Overviews

    A Closer Look at Clorox’s Brands

    Clorox has big share brands in mid-sized categories and represents ~23% of the total market share. That’s approximately three times the size of the next branded competitor.

    By Penny Morgan
  • uploads///chart
    Macroeconomic Analysis

    Could Investing in DVY Affect Your Portfolio?

    Although DVY’s performance isn’t great this year, it has provided consistent returns to investors since its inception on July 11, 2003, with a total annualized return of 6.9%.

    By Ivan Kading
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    Macroeconomic Analysis

    A Sectoral Holding Analysis of DVY

    Weak returns from the utilities and financial sectors, which represent 51% of DVY’s portfolio, have resulted in the fund’s poor performance in the market.

    By Ivan Kading
  • uploads///chart
    Macroeconomic Analysis

    Why Has DVY’s Fund Inflow and Volume Decreased in 2015?

    DVY saw a huge drop in its fund flow this year compared to FVD, which resulted in a fund outflow (or negative fund inflow) for DVY. It happens when the redemption of shares is higher than purchases.

    By Ivan Kading
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    Macroeconomic Analysis

    A Structural Overview of DVY, a High-Dividend-Yielding Fund

    The iShares Select Dividend ETF (DVY) is a smart beta fund that aims to generate regular income for its investors. It seeks to replicate the performance results of the Dow Jones U.S. Select Dividend Index.

    By Ivan Kading
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    Macroeconomic Analysis

    How Has DVY Performed in the Market So Far in 2015?

    DVY has performed poorly compared to the market. DVY and SPY resulted in a downward trend with an increase in volatility in the market.

    By Ivan Kading
  • uploads///PArt
    Earnings Report

    NextEra Energy’s 3Q15 Guidance and Dividend Expectations

    NextEra Energy (NEE) expects to generate earnings per share (or EPS) of $5.40–$5.70 for all of fiscal 2015.

    By Mike Sonnenberg
  • uploads///Utilities Have Underperformed the Broader Markets this year
    Macroeconomic Analysis

    Which Sectors Look Attractive as Interest Rates Remain Low?

    With long-term rates stuck, utilities look less vulnerable, especially when you consider that utilities have underperformed other market sectors this year.

    By Russ Koesterich, CFA
  • uploads///Chart
    Macroeconomic Analysis

    How Has DVY’s Portfolio Performed?

    The top five holdings of the iShares Select Dividend ETF (DVY) represent 13% of its total portfolio.

    By Ivan Kading
  • uploads///Chart
    Macroeconomic Analysis

    An Analysis of DVY’s Components

    The top ten holdings of the iShares Select Dividend ETF (DVY) account for 22.26% of DVY’s net assets.

    By Ivan Kading
  • uploads///Chart
    Macroeconomic Analysis

    An Analysis of DVY’s Holdings

    The iShares Select Dividend ETF (DVY) currently holds 100 stocks in its portfolio.

    By Ivan Kading
  • uploads///ebdeaadcdaeeeca
    Macroeconomic Analysis

    A Comparative Analysis of DVY

    The iShares Select Dividend ETF (DVY) is majorly invested in the utilities, financials, and consumer staples sectors.

    By Ivan Kading
  • uploads///Chart
    Macroeconomic Analysis

    A Structural Analysis of DVY

    The iShares Select Dividend ETF (DVY) is a smart beta fund that seeks to generate regular income for its investors.

    By Ivan Kading
  • uploads///Part
    Fund Managers

    Sysco’s Stock Performance and Record Year in Fiscal 2015

    Trian Fund Management’s 7.08% stake announcement in Sysco (SYY) was well received by the markets. SYY stock rose 7.4% to $41.38 on August 14, the day Trian filed its interest in Sysco with the SEC.

    By Phalguni Soni
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