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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 7, 2025
Lennar Continues to Navigate Weakness in the Housing Market
Image Source: TradingView. In the fiscal third quarter, Lennar’s new orders increased 12% to 23,004 homes. Excluding mark-to-market gains, fiscal third quarter net earnings were $516 million, or $2.00 per diluted share, compared to $1.1 billion, or $3.90 per diluted share in the prior year quarter. The average sales price of homes delivered was $383,000 in the third quarter of 2025, compared to $422,000 in the third quarter of last year. Gross margins on home sales were $1.4 billion, or 17.5%, in the third quarter of 2025, down from 22.5% in the third quarter of 2024. Lennar is navigating weakness in a housing market that is requiring additional incentives, hurting margins, while it deals with higher land costs. We’re not interested in Lennar’s shares at this time.
Sep 29, 2025
Valuentum's Dividend Growth Newsletter Portfolio
We disclose the holdings of the Dividend Growth Newsletter portfolio in this article. This portfolio can always be found in each edition of the monthly Dividend Growth Newsletter.
Sep 29, 2025
View Current and Archived Dividend Growth Newsletters
View previous editions of the Dividend Growth Newsletter in this article. At Valuentum, we seek to deliver to our subscribers the best dividend growth ideas, and our Dividend Growth Newsletter does just that for dividend growth investors. The Dividend Growth Newsletter portfolio puts into practice our rigorous valuation and dividend growth frameworks. The Dividend Growth Newsletter portfolio is generally found on page 5 of each edition.
Sep 14, 2025
Valuentum's Best Ideas Newsletter Portfolio
We disclose the holdings of the portfolio of the Best Ideas Newsletter in this article. This portfolio can always be found in each edition of the monthly Best Ideas Newsletter.
Sep 14, 2025
View Current and Archived Best Ideas Newsletters
View previous editions of the Best Ideas Newsletter in this article.
Jul 30, 2025
Enterprise Products Partners’ DCF Coverage of Its Distribution Is Healthy
Image Source: TradingView. In the second quarter, Enterprise Products Partners’ adjusted cash flow from operations was $2.1 billion, and it was $8.6 billion for the twelve months ended June 30. The pipeline giant bought back roughly $110 million of its common units on the open market in the second quarter of 2025. Enterprise paid out 57% of its adjusted cash flow from operations as distributions and common unit buybacks for the twelve months ended June 30. Total capital investments were $1.3 billion in the second quarter of 2025, while total debt principal outstanding was $33.1 billion at the end of the quarter. Enterprise had consolidated liquidity of $5.1 billion as of June 30. Enterprise remains a holding in the High Yield Dividend Newsletter portfolio, and we continue to like its DCF coverage of the distribution. Shares yield 6.9% at the time of this writing.
Jul 25, 2025
Dividend Increases/Decreases for the Week of July 25
Let's take a look at firms raising/lowering their dividends this week.
May 27, 2025
ASML Delivers Despite Tariff Uncertainty
Image: ASML Holding’s shares have been choppy during the past couple years. Looking to the second quarter of 2025, ASML expects “total net sales between €7.2 billion and €7.7 billion, with a gross margin between 50% and 53%.” The firm expects “R&D costs of around €1.2 billion and SG&A costs of around €300 million.” Looking to the full year, ASML expects “total net sales for the year between €30 billion and €35 billion, with a gross margin between 51% and 53%, subject to the uncertainties mentioned earlier.” Though tariffs remain an area of uncertainty, we continue to like ASML as a holding in the ESG Newsletter portfolio.
May 19, 2025
3 Undervalued Stocks to Consider Buying Now
All told, we think these three names are ripe for the picking. UnitedHealth Group has clearly plummeted on bad headline news, while the market is not giving Nvidia enough credit for the sustainability of its technology. Alphabet is being weighed down by antitrust issues and the concern that artificial intelligence will permanently alter its business model, which we believe will not happen anytime soon, if at all. All three ideas are included in the Best Ideas Newsletter portfolio, where we include a diversified portfolio of ideas for members to consider. Happy investing!
Apr 29, 2025
What Causes Fair Value Estimates to Change?
Image: A screenshot of the discounted cash-flow learning tool for individual investors. So you noticed a fair value estimate changed, and you weren’t sure why? This article is for you.


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.