Subscribe Now! The NEW High-Yield Dividend Newsletter
publication date: Jan 17, 2018
author/source: Valuentum Editorial Staff
Already a member? Contact us at firstname.lastname@example.org for archived editions!
High Yield Dividend Investing
Are your income ideas not getting the job done? Did you miss the fall out in Kinder Morgan and General Electric? Is your portfolio still suffering from the “wrong” MLPs and REIT ideas?
Subscribe today to receive our NEW monthly High Yield Dividend Newsletter and simulated high-yield dividend portfolio. You know the quality of Valuentum’s work, and this new publication and simulated portfolio may be right up your alley. $1,000/year.
Readers love what we’re doing, but the simulated newsletter portfolios we have been presenting have been around for years. How does that truly help every member, especially the ones now signing up? Members want a new one, and we’re now rolling out one that focuses on income with juicy high yields!
The focus on high-yield dividend income has been an area generally lacking at Valuentum, and many have pointed it out time and time again. We’re listening, and we’re now delivering. The new monthly High Yield Dividend Newsletter and simulated high-yield dividend portfolio was first released on January 1, 2018.
We’re excited as you are about the new launch, and we can’t wait to share the simulated high-yield dividend portfolio. The brand new monthly High Yield Dividend Newsletter is priced at $1,000/year. We provide the following in the monthly newsletters, to be released on the 1st of each month:
A discussion about REITs, MLPs, preferred stock, high-yielders, banks, insurers and more! Nothing is off the table when it comes to high-yield income!
A simulated portfolio of high-yield income-oriented stocks that we think will collectively generate a strong stream of income in the coming years. No paltry payouts!
Commentary and analysis about high-yield stocks that are included in the High Yield Dividend Newsletter portfolio and on any new high-yield ideas. Ongoing updates of existing ideas.
Access to fair value estimates, Dividend Cushion ratios, and more -- customized to fit the High Yield Dividend Newsletter publication and accompanying simulated portfolio.
Email notifications of any changes we may make to the High Yield Dividend Newsletter portfolio, and whether material events have happened to companies within it.
Helpful screens that overlay Valuentum metrics with other key information
The High Yield Dividend Newsletter and accompanying simulated portfolio is an add-on to your existing membership.
$1,000/year. No refunds offered. This is a recurring membership. Cancel anytime.
About Your Editor
Brian Michael Nelson, CFA
Brian Michael Nelson is the president of equity research and ETF analysis at Valuentum Securities.
He is the architect behind the company’s research methodology and processes, developing the Valuentum Buying Index rating system, the Economic Castle rating, and the Dividend Cushion ratio. Mr. Nelson has acted as editor-in-chief of the firm’s Best Ideas Newsletter and Dividend Growth Newsletter since their inception.
Before founding Valuentum in early 2011, Brian worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst covering aerospace, airlines, construction, and environmental services companies.
Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Mr. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation.
Brian is frequently quoted in the media and has been a frequent guest on Nightly Business Report, Bloomberg TV, CNBC, and the MoneyShow.
Mr. Nelson is very experienced valuing equities, developing discounted cash-flow models used to derive the fair value estimates for companies in the equity coverage universes of two independent investment research firms, including Valuentum.
Brian worked on a small cap fund and a micro cap fund that were ranked within the top 10th percentile and top 1st percentile within the Small Cap Lipper Growth Universe, respectively, in 2005.
Brian led the charge in developing Morningstar's issuer credit ratings, creating and rolling-out one of the firm's proprietary credit metrics, the Cash Flow Cushion.
About Our Name
But how, you will ask, does one decide what [stocks are] "attractive"? Most analysts feel they must choose between two approaches customarily thought to be in opposition: "value" and "growth,"...We view that as fuzzy thinking...Growth is always a component of value [and] the very term "value investing" is redundant.
-- Warren Buffett, Berkshire Hathaway annual report, 1992
At Valuentum, we take Buffett's thoughts one step further. We think the best opportunities arise from an understanding of a variety of investing disciplines in order to identify the most attractive stocks at any given time. Valuentum therefore analyzes each stock across a wide spectrum of philosophies, from deep value through momentum investing. And a combination of the two approaches found on each side of the spectrum (value/momentum) in a name couldn't be more representative of what our analysts do here; hence, we're called Valuentum.