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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.
Latest Valuentum Commentary

Aug 6, 2018
Valuentum’s Weighted Average Cost of Capital (WACC) Distribution
The weighted average cost of capital is one of the most subjective measures in corporate finance, but it is also one of the most important ones.
Jul 25, 2018
Boeing’s Massive Backlog Still Growing, Near-Term Margin Concerns Crop Up
Image Source: Robert Sullivan.  Commercial aerospace giant Boeing continues to ride a wave of strong demand as its massive backlog continues to grow, but a write down related to the troubled KC-46 tanker appears to have investors thinking twice about its near-term margin performance.
May 30, 2018
Study: Valuentum's Best Ideas Newsletter Portfolio
"Though we largely achieved the Best Ideas Newsletter portfolio’s goals in advancing the newsletter portfolio each publication year (ends December 15) and achieving relative outperformance and risk-adjusted superiority to the benchmark, we may have done even better had our equity allocation been full during the measurement period." -- Brian Nelson, CFA
May 18, 2018
Dividend Increases/Decreases for the Week Ending May 18
Let's take a look at companies that raised/lowered their dividend this week.
Apr 24, 2018
Lockheed’s Shares Still Not Cheap
Image shown: "Lockheed Martin F-35 Joint Strike Fighter Lightning II test aircraft AA-1 undergoes flight testing over Fort Worth, Texas (source)." We liked Lockheed Martin’s first-quarter 2018 report, and we liked even more that the company raised its full-year outlook for revenue, operating income and earnings per share. Operating cash flow performance was weighed down by pension contributions and backlog didn’t advance in the period, but the backdrop for defense spending remains healthy given ongoing geopolitical tensions. Shares of Lockheed aren’t cheap, however.
Apr 18, 2018
ICYMI: Valuentum’s Improved Stock and ETF Web Pages
Valuentum has rolled out improved stock and ETF web pages on its website www.valuentum.com. Now, subscribers can access key proprietary information on the stock and ETF web pages in addition to the customary stock and ETF reports.
Mar 12, 2018
The "Luck" and "Randomness" of Index Funds
If the year-to-year performance of active funds relative to index funds can be considered “random,” so then is the year-to-year performance of index funds relative to active funds, regardless of fees and expenses. Image shown: page 1 of 14.
Mar 1, 2018
Trump’s Tariffs Ignite Concerns about Protectionism, Rising Input Costs
Image Source: Michael Vadon. President Trump is making true on his promise to protect the domestic steel and aluminum industries. Input costs may move higher for many global industrials, and the long-term implications of protectionist policy will be tested. We’re not expecting retaliation, but we can’t rule it out either. Rising rates remain our primary concern.
Feb 7, 2018
Hasbro, Boeing Pop as Market Bounces Back
Image Source: US Missile Defense Agency. June 22, 2014 - The Missile Defense Agency's Flight Test 06b Ground-Based Interceptor launches from Vandenberg Air Force Base, Calif. on June 22, 2014. The markets have finally been getting the volatility that we’ve all been waiting for, and we don’t like the idea that the market is now trading more like a cryptocurrency. Granted, it’s important to stay focused over a long-term time horizon, which irons out the ups and downs, but there’s just something about 1,000+ daily swings on the Dow Jones Industrial Average that really doesn’t sit well with us, regardless of what that implies with respect to the percentage change. Can you imagine -- All of this over just a couple basis point increase in the 10-year and one very, very small ETF losing most of its value? What if something truly material happens? This market is fragile.
Jan 28, 2018
The US Dollar, GDP Expansion, and Earnings
Investors wouldn’t think news flow is that robust given that stock market volatility in recent months has been practically nil, but news is coming in fast. Let’s check up on the performance of the US dollar, the rate of GDP growth as well as key companies reporting fourth-quarter earnings. Intel’s quarterly report was fantastic, for one!


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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.