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So far, July, and the year-to-date for that matter, has been marked by increased market volatility. According to S&P Capital IQ, “Through July 22, the S&P 500 experienced closing price volatility of 1% or more three times this month and 31 times this year, versus a...

Earnings season is back again and with Greece’s debt problem (almost) behind us, investors can focus on quarterly earnings figures. Read more »  ...

Aside from Greece’s debt issues and possible expulsion from the European Union (EU), issues in the Chinese stock market and glitches at the New York Stock Exchange, it was a fairly normal week. Read more »  ...

We are making our first change to the DI portfolio since March. ALFAC Inc. (AFL) is being replaced by Union Pacific Corp. (UNP). We discuss the change in the new July Monthly Report, but we’ll give a brief overview of our rationale here. Read more »  ...

Investors have been looking to recent economic indicators as a means of deciphering where the economy may be headed. Although we don’t particularly consider macroeconomic factors as part of our quantitative model, it is useful to understand what they mean and how investors perceive...

This week the Federal Reserve reaffirmed its decision to take a slow approach to raising interest rates, which boosted stocks as bond yields slightly declined. Money managers and market analysts say this go-slow approach could prevent Treasury bond yields from rising significantly. Read...

Securities trade on a when-issued basis when a corporate change has been announced and authorized, but the new shares have not yet issued. The when-issued approach allows companies to seek a smooth transition to post-spin-off trading of the shares of the parent and the spin-off...

There continues to be a high amount of merger and acquisition (M&A) activity occurring. Thomson Reuters released a note this morning calculating U.S. deal-making as totaling $775.8 billion year-to-date. To put the number in perspective, this is a 47% increase over the same...

This week, Deere & Company (DE) declared a quarterly dividend that was the same as the prior quarter’s payout. In 2014, Deere increased its dividend in May; in 2012 and 2013, the company bumped its payout in February. Whether February or May, the company has failed to increase...

There are four dates that are important for dividend investors. The first is the declaration date. The declaration date is the date that the board of directors announces a dividend. The statement typically includes the size of the dividend, the date of record and the payment date...