Valuentum Exclusive Analysis for the Discerning Investor

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Mar 8, 2024

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

Mar 3, 2024

Merger Mania
Image Source: Glenn Beltz. Mergers and acquisition [M&A] activity continues as the market sets new highs. Elevated borrowing costs as a result of the Fed’s aggressive rate hiking cycle in 2022 are pushing many entities to pursue all-stock transactions.

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.

Feb 16, 2024

Dividend Increases/Decreases for the Week of February 16
Let's take a look at firms raising/lowering their dividends this week.

Feb 15, 2024

Cisco Looks Cheap at 13x Forward Non-GAAP Earnings But Fundamentals Are Deteriorating
Image: Cisco has ratcheted down expectations during the past couple quarters, and its shares have been choppy for the better part of a year now. We’re not liking what we’re seeing from Cisco Systems these days, and this is a change from our generally more upbeat view during the past several months. Revenue is under pressure, guidance continues to come in lower than expectations, its balance sheet will weaken as a result of its pending deal for Splunk, and free cash flow trends haven’t been as strong as they used to be. The company is adjusting its cost structure with layoffs as it continues to work to transform its business model to be more recurring, but the near term will likely continue to be challenging for the company. If free cash flow does not meaningfully improve in the next couple quarters, we’ll look to remove Cisco from the newsletter portfolios, despite its attractive ~13x forward non-GAAP earnings multiple.

Jan 15, 2024

Your Role as a Choice Architect
Image: Impact Hub Global Network. Richard Thaler in his groundbreaking book Nudge, co-written with Cass Sunstein, talked about the role of the choice architect. A choice architect is basically someone or some organization that has the responsibility for organizing the context and content in which people make decisions. At Valuentum, we can never provide personalized buy/sell advice, but in providing publishing services, we've opted for the healthy option for members, and that sometimes means you won't find a large selection of dessert options. This isn't a shortcoming of our service (i.e. we know desserts are tempting), but rather a key positive attribute. As we've shown time and time again, you don't need to look far to beat the market return (or, by comparison, to have a healthy diet). If something is not on the menu at Valuentum, it means the chef has something better cooking in the kitchen. Here's to your long-term financial health!

Jan 8, 2024

Thinking Slow: 3 Research Blind Spots That Changed the Investment World
Image Source: EpicTop10.com. We have to be on high alert about how our minds work. PBS recently delivered a four-part series examining how easily our minds are being hacked, and why it is so important to "think slow." When it comes to the active versus passive debate, does the analysis suffer from parameter risk? With respect to empirical, evidence-based analysis, does the analysis have the entire construct wrong? When it comes to short-cut multiples, are we falling into the behavioral trap of thinking on autopilot?

Dec 23, 2023

12 Reasons to Stay Aggressive in 2024
From outperforming simulated newsletter portfolios to fantastic success rates in the Exclusive publication to option ideas and great income-oriented ideas and beyond, we continue to deliver across our simulated newsletter suite as our latest video outlines. It’s hard to know exactly what 2024 will bring in terms of a market return, but the internals of the stock market and the U.S. economy look great to us. The new bull market we’re in could last for years, and as a result, we are staying aggressive with many of our new ideas as we look to benefit from these favorable trends.

Dec 13, 2023

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

Dec 3, 2023

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