Valuentum Exclusive Analysis for the Discerning Investor

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Recent articles

Dividends, Dividends, Dividends Mar 30, 2023: Valuentum's President of Investment Research Brian Nelson shares three unique insights on dividends not commonly discussed among investors. The transcript of the video can be found in this article.

The Real Reason Why Moats Matter Mar 27, 2023: Image Source: Ray in Manila.
Let's sit down with President of Investment Research Brian Nelson for his take on economic moats, and why he still likes the areas of large cap growth and big cap tech.

How the Payment of a Dividend Impacts Intrinsic Value Estimation Mar 24, 2023: "Dividends are a transfer of cash to the shareholders that the shareholders already owned."

In this purely educational article, using historical data from 3M, let’s walk through the mechanics of how the payment of a dividend impacts the intrinsic value of a company. The takeaways may be somewhat counterintuitive but are nonetheless very important for members to understand.

The Dividend Cushion Ratio: Unadjusted Is Less Subjective, Adjusted Is More Subjective Mar 23, 2023: Image Source: Mike Lawrence.

Question: I'm a subscriber. I'm looking at your Dividend Report for Enterprise Product Partners. It says your Valuentum Adjusted Dividend Cushion ratio for EPD is 1.8 (a ratio that includes future expected proceeds from capital raising endeavors in the coming years), but several lines below it says the Unadjusted Dividend Cushion ratio, which is your regular normal ratio (a ratio that does not include future expected proceeds from capital raising endeavors in the coming years), is 0.22. Please explain the difference between the two ratios, and what is considered a good ratio for the Unadjusted Dividend Cushion ratio, what is an excellent score, what is neutral and what is poor? Also, how much relative importance should I give to each ratio? Also, further down in the section on Unadjusted Dividend Cushion, the chart of EPD has a large negative number in the blue bar, and your text says: "Generally speaking, the greater the 'blue bar' to the right is in the positive, the more durable a company's dividend, and the greater the 'blue bar' to the right is in the negative, the less durable a company's dividend." So that means that EPD's dividend isn't durable, yet your report earlier says that EPD's Dividend Safety rating is GOOD. Can you elaborate?

"Charles Schwab CEO on SVB fallout, contagion risk and deposits" -- CNBC Television Mar 23, 2023: Image: Shares of Charles Schwab have faced considerable pressure as a result of the ongoing regional bank crisis.

Charles Schwab CEO Walter Bettinger recently talked with CNBC's Sara Eisen about developments at the brokerage house.