SJIJ News and Press, South Jersey Industries Inc. - 5.625% NT REDEEM 16/09/2079 USD 25 From 05/16/22

Eight new deals announced last week. Chicken Soup acquires Redbox in a 'take-under' at a massive discount. Following Elon Musk's tweet last week, stating that the Twitter deal is temporarily on hold, Twitter shares fell as low as $40.01 on Friday, May 13, 2022. For further d...

FPA is a Los Angeles-based institutional money management firm practicing a disciplined approach to value investing, prudently seeking superior long-term returns while maintaining a focus on capital preservation. FPA Queens Road Small Cap Value Fund returned -3.3% in the first quarter...

VIOV is a small-cap value ETF equivalent to IJR and SLYV. Its heaviest sectors are financials and industrials. The underlying index failed to beat the small-cap benchmark in 21 years. I see two shortcomings in its strategy. For further details see: VIOV: An ETF With ...

We predicted a distribution cut for PFFA back when we covered it in September 2021. The fund has delivered far better results than we envisioned. Total returns were still negative as the macro tsunami overwhelmed some spectacular trading. The war is not over though. For ...

Utilities industries are overvalued by 25% to 34% relative to 11-year averages. Quality scores don’t justify such overvaluation. VPU: an alternative to XLU. 10 utilities stocks cheaper than their peers in April. For further details see: VPU: Utilities Dashboar...

SLYV is a small cap fund implementing a value style strategy using three metrics. It is well diversified regarding sector weights and stock number. Financials and industrials are quite heavy though. It has not brought excess return over the small cap benchmark in two decades. ...

In 2015, I started publishing updates regarding my dividend growth portfolio, and I keep doing so every quarter. This is part of being transparent with my readers, so they can see what I hold and its correlation with my writing. This article summarizes Q1 of 2022, where the most p...

A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies with upcoming pay dates. For further details see: Dividend Champion, Contender, An...

Utilities are overvalued by about 20% to 30% depending on subsectors. Quality scores are good, but not high enough to justify such overvaluation. FUTY: almost an equivalent to XLU. 10 stocks cheaper than their peers in March. For further details see: FUTY: Utilities ...

Thoma Bravo is acquiring Anaplan for $10.7 billion or $66 per share in cash. Thoma Bravo agreed to pay 18 times trailing sales and 14 times Jan 2023 expected revenue of $746 million. Mill Road Capital urges Big Lots to sell itself. For further details see: Merger Arbitra...