Valuentum Exclusive Analysis for the Discerning Investor

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Jul 16, 2013

Valuentum's July Edition of Its Best Ideas Newsletter!
The July edition of our Best Ideas Newsletter is now available.

Jul 8, 2013

Fourth of July Weekend Highlights the New Norm for Disney
Disney’s strategy of betting big on blockbusters is here to stay. Will Universal follow?

Jul 8, 2013

Could TV Get Competitive?
Over-the-top rights for programming could change the industry landscape.

Jun 17, 2013

Best Ideas Newsletter Holding DirecTV is on the Verge of Acquiring Hulu
It appears DirecTV could acquire Hulu. We really like the deal as cheap insurance against “cutting the cord” and to keep it out of competitors’ hands.

Mar 18, 2013

A Dish/DirecTV Merger Would Be Golden
With M&A chatter intensifying, we like the prospects of a Dish/DirecTV merger.

Feb 13, 2013

Comcast Bets Big on NBCUniversal
Comcast buys the remainder of NBCUniversal from GE. Let’s take a look at the deal.

Jan 8, 2013

2013 International CES Trade Show Bodes Well for Intel
Some positive news at CES could signal a bottom has been found in shares of Intel.

Aug 2, 2012

Comcast Generates Tons of Cash in Its Second Quarter
Cable provider and owner of NBCUniversal, Comcast reported a strong second quarter. Though the business generates gobs of cash flow, we think it's fairly valued at this time.

Mar 17, 2024

Latest Report Updates
Check out the latest report updates on the website.

Feb 25, 2024

We Remain Bullish; Is This 1995 – The Beginning of a Huge Stock Market Run?
Image: Large cap growth stocks have trounced the performance of the S&P 500, REITs, and bonds since the beginning of 2023. We expect continued outperformance in this area of the market. We’re now roughly four years past the depths of the COVID-19 meltdown, where equities collapsed in February and March of 2020. As the markets began to recover through 2020, our long-term conviction in equities only grew stronger. We think the biggest risk for long-term investors remains staying out of the market on the basis of what could be considered stretched valuation multiples. As we outlined heavily in the book Value Trap, valuation multiples hardly tell the complete story about a company and often omit key long-term earnings growth, cash flow dynamics, and balance sheet health considerations. We remain bullish on equities for the long haul, and we think the next couple years will be incredibly strong. Our best ideas can be found in the Best Ideas Newsletter portfolio, Dividend Growth Newsletter portfolio, High Yield Dividend Newsletter portfolio, ESG Newsletter portfolio, and via the Exclusive publication as well as options idea generation.