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At Valuentum, we follow hundreds of stocks, dividends, and ETFs. We serve individual investors, financial advisers, and institutions. Join Today! You'll gain immediate access to our premium product and service offering (including articles, commentary, stock reports, dividend reports, ETF reports and more). You'll also receive the Best Ideas Newsletter and Dividend Growth Newsletter in your inbox every month. You can also order our ultra-premium publications, the High Yield Dividend Newsletter and the Exclusive publication, too!

Recent articles

Garbage Hauler Republic Services Expects Record Year in 2021 Feb 24, 2021: Image Source: Republic Services.

There are few things as certain as death and taxes, but garbage may be one of them. One of our favorite ideas within the municipal solid waste coverage is Republic Services, a holding in the Dividend Growth Newsletter portfolio. We love its free cash flow generating ability, visibility into future revenue, enviable position with respect to disposal capacity, CPI-based book of business, and exposure to fast-growing economic areas in the US.

Home Depot Shows the Home Has Never Been More Important Feb 24, 2021: Image Source: Home Depot.

On Tuesday, February 23, Home Depot reported fiscal fourth-quarter 2021 results (period ending January 31, 2021) that came in better than consensus estimates across the board. Not only did the top- and bottom- lines beat, but comparable store sales growth of 24.5% exceeded even some of the most optimistic forecasts for the home improvement retailer during the period. The average ticket price and the number of transactions advanced, while both professional (“Pro”) and Do-It-Yourself (“DIY”) customer revenue increased at a double-digit pace in the quarter. Home Depot also raised its dividend 10% and now yields ~2.5% on a forward-looking basis ($6.60 per-share dividend on an annualized basis). We continue to like the home improvement retailer as a holding in the Dividend Growth Newsletter portfolio.

Innovative Fuel Cell Company Ceres Power Has a Stellar Growth Outlook Feb 23, 2021: Image Source: Ceres Power Holdings plc – Interim 2020 Results IR Presentation.

UK-based Ceres Power is a pioneer in the fuel cell industry, with its SteelCell technology leading the way. The company has historically been unprofitable, though it aims to create a sizable high-margin licensing business over the coming years. Ceres Power is working with its strategic partners on pilot projects that aim to prove the viability of its technology. This past December, Bosch, one of Ceres Power’s strategic partners and largest shareholders, announced that starting in 2024, it would commence commercial-level production of fuel cells utilizing Ceres Power’s technology. Shares of Ceres Power are on a powerful upward trend of late as its cash flow growth trajectory is now quite promising. The firm’s net cash position (at the end of June 2020) will help the company cover its cash flow outspend as Ceres Power scales up its licensing business while continuing to make major R&D investments. Current and future support from national governments worldwide underpins the promising outlook for the fuel cell industry. Capital appreciation seeking investors should keep Ceres Power on their radar.

Register for This Educational Webinar Series Today! Slots Are Filling Up! Feb 23, 2021: Image: Valuentum's Brian Nelson sharing his investment knowledge with individual investors.

Nelson is hosting a multi-part online education webinar where, in addition to teaching financial statement analysis, he will show how to use the discounted cash-flow model on companies of your choosing. An unparalleled learning experience -- where you get to pick the date/time and part of the content (models)! Don't wait to book this event as there is a limit to capacity. Hosted during the months of March and April.

Korn Ferry Leaps Higher Toward Our Fair Value Estimate Feb 23, 2021: Image Shown: Korn Ferry's stock has surged since it registered a 9 on the Valuentum Buying Index. The company is also included as a holding in the Best Ideas Newsletter portfolio.

On December 11, 2020, we raised our fair value estimate of Korn Ferry to $66 per share and assigned it a 9 on the Valuentum Buying Index, one of the highest ratings on our system. Shares at the time were trading at ~$41 each. The company’s equity has surged in the past few weeks, with shares now changing hands at $60+ each. We still believe Korn Ferry’s stock has room to run higher, and the company will remain a holding in the Best Ideas Newsletter portfolio.