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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Oct 24, 2017
Bellwethers Drive Dow Jones Past 23,450 – Cheers!
Image: The stock market is partying like it's 1999 or 1929, or 1987. You pick. Cheers! Creative Commons, Ruth Hartnup. The market is reacting positively to calendar third-quarter earnings reports during the trading session October 24, and the Dow Jones Industrial Average has now surpassed 23,450+. The rally in US equities ensues. Stocks mentioned in this note: General Motors, McDonald’s, and Caterpillar.
Oct 23, 2017
In August, We “Cut” Position in Hasbro in Dividend Growth Newsletter Portfolio
We still have a small “position” in the emerging licensing giant in the Dividend Growth Newsletter portfolio, having removed 75% of the “stake” in August.
Oct 23, 2017
Earnings Roundup: Unilever, Procter & Gamble, Kimberly-Clark
We love the business models of consumer staples, but recent fundamental performance hasn’t been great, and valuations are a bit stretched. Unilever is blaming natural disasters in the US for its underlying sales growth shortfalls, Procter & Gamble has to deliver now that it defeated Nelson Peltz, and Kimberly-Clark’s meager top-line expansion may not support its valuation. A good business does not always make a good stock.
Oct 23, 2017
Restasis Patent Protection Weighing on Shares of Allergan
Image Source: Allergan. We have witnessed numerous examples over the years of biotech/pharma companies selling-off over fears of the length of patent protection on an essential product. The concern is well-founded--if the company relies on the product for a significant portion of sales, it may be challenging to replace, especially if the clinical pipeline is relatively bereft of viable next-generation products. We believe the recent sell-off in the shares of Allergan may now be wholly factoring in the loss of patent protection of one of its core assets in Restasis, and the equity may not be getting enough credit for its highly diversified revenue stream.
Oct 19, 2017
Kinder Morgan’s Dividend Growth For Next Year Is Achievable; Here's Why
Image Source: Roy Luck. After its infamous dividend cut, Kinder Morgan is getting things back on track. We applaud management for its ability to bounce back from a tumultuous energy-resource pricing environment.
Oct 19, 2017
IBM's Third Quarter Offers Some Relief
Image Shown: IBM rallies back after third-quarter results October 18. IBM has been shunned by investors since it bailed on its operating earnings per share target of $20 a few years ago. The market, however, was recently relieved that IBM reiterated its full-year 2017 expectations calling for operating earnings per share of at least $13.80. Many are hoping for a comeback.
Oct 17, 2017
Netflix's Third Quarter Shows Free Cash Burn, More Debt
The Netflix app is displayed alongside other streaming media services on the homepage of a Roku Streaming Stick. (Photo credit: Matthew Keys / Flickr Creative Commons)Netflix is burning through free cash and the company’s balance sheet is ballooning with debt. The junk-rated company continues to attract buyers in this frothy stock market, however.
Oct 15, 2017
Valuentum's October Edition of Its Best Ideas Newsletter
The link to download the October edition of the Best Ideas Newsletter can be found in this article.
Oct 14, 2017
Euphoria Running Rampant: Investigating Some of the Hottest Names Around
Image Source: Tesla Roadster. As we march forward in what Morgan Stanley has dubbed a bull market of “epic proportions,” euphoria appears to be at levels perhaps not seen since the dot-com bust of the early 2000s. Let’s take a look at some of the “hottest” names on the market.
Oct 5, 2017
The Bull Case for Airline Stocks?
Image Source: BriYYZ. Warren Buffett has famously said that airline stocks are horrible long-term investments, but his vast portfolio now owns a number of airlines. What’s the bull case for owning these capital-intensive, cyclical and often boom-and-bust stocks?


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