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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for
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Latest
Valuentum Commentary
Mar 15, 2019
DG Newsletter Alert, Markets on a Roll! New Highs Coming?
Image shown: We notified members December 26 that we had moved the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio to a "fully invested" position, from a 30% and 20% cash "weighting" at the high end of the range, respectively. It doesn't look like the timing could have been much better. Mar 15, 2019
Dividend Increases/Decreases for the Week Ending March 15
Let's take a look at companies that raised/lowered their dividend this week. Mar 7, 2019
Valuentum's Stock and Data Screens and Screeners
Let’s go over where to find Valuentum’s stock and data screens and screeners. We believe our stock screeners are among the most robust when it comes to providing forward-looking data, and our data comes straight from our enterprise discounted cash flow models that we use to derive a company's fair value estimate. Feb 22, 2019
Kraft-Heinz Blows Up, More Updates!
Image shown: The rating history of Kraft-Heinz (KHC). Valuentum members were warned in advance of this pricey equity in 2016/2017, and the VBI rating never advanced past 5 since then after registering a 1, the worst rating, on two separate occasions. Jan 23, 2019
Consumer Staples Giants Fight Input Cost Inflation
Image source: Procter & Gamble fiscal second quarter presentation. Procter & Gamble and Kimberly-Clark reported calendar fourth quarter earnings January 23, and both were able to deliver organic sales growth in the period. Commodity cost inflation and currency weakness are key headwinds to keep an eye on moving forward as they have weighed on margin performance, particularly at Kimberly-Clark as Procter & Gamble reported impressive productivity cost savings. Jan 23, 2019
Consider Selling Discipline = Systematic, Forward-looking, Repeatable
Image shown: An illustration of Valuentum's call on Kinder Morgan during 2015. You can read about this in more detail in the Preface of Value Trap: Theory of Universal Valuation. For a consider-selling discipline to be successful, it must be systematic, forward-looking and repeatable. The Valuentum process worked equally well with General Electric during 2017 (image later in note). No changes to simulated newsletter portfolios. Jan 20, 2019
Conference Call Coming Soon, Catch Up This Weekend
Image shown: The markets continue to rally significantly since the near-term bottom in December. Here's the email we sent to members December 26. No changes to simulated Best Ideas Newsletter portfolio and simulated Dividend Growth Newsletter portfolio (contact us if you missed the latest notification regarding the simulated High Yield Dividend Newsletter portfolio). Jan 20, 2019
Markets Continue to Recover
Image shown: The markets continue to rally significantly since the near-term bottom in December. The decision to move the cash "weightings" to zero in the simulated portfolios of the Best Ideas Newsletter and Dividend Growth Newsletter during the trading session December 27 has been quite rewarding for members that have been following our research and newsletters. The S&P 500 SPDR. No Changes to Simulated Newsletter portfolios Jan 16, 2019
Markets Still Bouncing Nicely
Image shown: This holiday season was mighty hectic, and not many were anticipating the volatility we experienced. Here's where the simulated Best Ideas Newsletter and simulated Dividend Growth Newsletter portfolios went to "fully invested," reducing a 30% and 20% cash "weighting" at the high end of their respective ranges for each portfolio, respectively. No Changes to Simulated Newsletter portfolios Jan 14, 2019
Value Trap, More Volatility; We're Waiting and Watching
Image shown: The decision to remove GE from the simulated newsletter portfolios when we did may have been our best call yet. In this note, let's talk about the importance of reading Value Trap, learn why we've gone "fully invested," talk a little bit about put options, learn some of the intricacies of the Valuentum process, find out where to find VBI rankings to download and sort, and talk about some of our recently-highlighted ideas in the simulated newsletter portfolios. No Changes to Simulated Newsletter portfolios. Latest News and Media 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.
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