Investment Research Services for Financial Advisers (GOLD LEVEL)
Financial advisers depend on Valuentum's independent insight to save time and make sound decisions about what securities to consider buying or selling. We provide training and support for our discounted cash flow valuation processes, Dividend Cushion methodology, and systematic, time-tested investment research methodology, the Valuentum Buying Index. We offer email notifications about stocks and ETFs in the newsletter portfolios (see more below), and write regular commentary about industry trends and stocks in the news. Our 16-page stock and dividend reports as well as our in-depth industry and quarterly write-ups and ETF analysis can act as a primary source for your analysis or complement other research.
Our Financial Adviser Suite of Products (GOLD LEVEL)
We offer ongoing access to the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio. On the basis of our processes, both portfolios represent the cream of the crop in terms of investment ideas for opportunistic and dividend growth investors, respectively. The Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio are not real money portfolios. Results are hypothetical and do not represent actual trading.
Each monthly issue of our Best Ideas Newsletter reveals our best ideas for capital appreciation constructed in a portfolio. We write commentary associated with the companies in the portfolio or stocks in the news and notify you immediately via email if our thoughts or opinions have changed on any company or position in the portfolio. Consistent with our investment methodology, the Valuentum Buying Index, our best ideas may span investing disciplines, market capitalizations and asset classes. Past results are not a guarantee of future performance, and actual results may differ from simulated performance being presented.
Dividend Growth Newsletter
We seek to deliver to financial advisers the very best of dividend growth ideas, and the Dividend Growth Newsletter does just that for dividend growth investors, in our view. In each monthly edition of the Dividend Growth Newsletter, we provide a portfolio of the best dividend growth stocks that we think will generate a strong and growing stream of cash flows, as well as a forward-looking assessment of the dividend safety of hundreds of firms through our innovative, predictive dividend-cut indicator, the Valuentum Dividend Cushion™. We also provide commentary and analysis about the stocks we hold in the portfolio and on any new dividend growth ideas to consider. Helpful screens that overlay our Valuentum Buying Index™ with dividend-payers that have safe and growing dividends are provided, and we send email alerts notifying you of any changes we may make to our portfolio.
In our 16-page equity reports, we offer a fair value estimate for each company, give our opinion on the attractiveness of the stock based on a firm-specific margin of safety assessment, and provide a relative valuation comparison in the context of the company's industry and peers. Each report includes detailed pro forma financial statements, explicit fundamental forecasts, and scenario analysis. A cross section of our ValueCreation and ValueRisk ratings provides a financial assessment of a company’s business quality (competitive position), while our ValueTrend and Economic Castle ratings offer insight into the trajectory of a firm’s economic profit creation (ROIC versus WACC).
Included in each report is a firm's rating on the Valuentum Buying Index (VBI), which combines our rigorous financial and valuation analysis with an evaluation of a firm's technicals and momentum indicators to derive a score between 1 and 10 for each company (10=best). We believe our methodology helps identify the most attractive stocks at the best time to consider buying, helping to avoid value traps and lagging performance due to the opportunity cost of holding a stock with great potential but at an inopportune time. The Best Ideas Newsletter portfolio puts the VBI methodology into practive. Read more about the Valuentum Buying Index rating system, "Value and Momentum Within Stocks, Too."
Insightful, Forward-looking Dividend Reports
We understand the critical importance of income for the dividend investor. As a result, we’ve developed forward-looking dividend analysis backed by a robust cash-flow based process. As a supplement to our 16-page stock reports, our dividend reports assess the safety of a stock’s dividend through our Valuentum Dividend Cushion™ ratio, the potential growth of a firm’s dividend by evaluating its capacity and willingness to increase the dividend, the historical track record of the company’s dividend performance, and the overall strength of the dividend by putting all of this analysis together. Each report offers our estimate of the future growth rate of the firm's dividend. No other research provider does the type of in-depth analysis that we do for our advisor clients.
Forward-Looking ETF Reports
Within each ETF report, we provide in-depth analysis and offer insights to help investors stay on top of key trends impacting exchange traded funds and their underlying industries, companies, and commodities. From evaluating the real estate cycle in REIT-focused ETFs to assessing the business dynamics of top holdings within consumer discretionary ETFs, for example, we focus on key aspects of the investment decision-making process.
We email our Valuentum Ideas100 publication to gold level members at the beginning of each quarter. In each edition, we highlight 100 of the highest-quality stocks in each of the major market sectors to help you generate new ideas for a diversified portfolio. Companies that make the publication are best-in-class within their respective sectors based on our assessment of their competitive position and underlying business risk. Though quality is our first consideration in this publication, stocks that make this expansive report can also be undervalued on the basis of our rigorous, discounted cash-flow process.
We email our Valuentum Dividend100 publication to gold level members at the beginning of each quarter. This publication puts the top 100 high-quality, dividend-growth gems at your fingertips. We believe the Valuentum Dividend100 to be a must-have for any income portfolio manager.
We email the Excel-based Valuentum DataScreener publication to gold level members at the beginning of each quarter. You'll receive our proprietary data and metrics for over 1,000 of the top firms in our equity coverage universe to help you pick and screen the best stocks for either you or your clients. Our Excel-based data feed and screener runs the gamut of Valuentum data points from our estimated fair value, price-to-fair value, Valuentum Buying Index to normalized earnings and EBITDA and a variety of technical and momentum measures. All stocks can be sorted by any key metric to uncover hidden investment gems.
Gold level members can add on the Valuentum Exclusive publication, the High Yield Dividend Newsletter, or our additional options ideas and commentary. These incremental features offer even more ideas across the strategy spectrum, namely income, capital appreciation, and short considerations in the Exclusive, and high-yield dividend payers in the High Yield Dividend Newsletter. The additional options ideas and commentary includes four new ideas each month.
Training and Support
All Valuentum gold level services are supported by our team that is available from Monday through Saturday, including market holidays. Valuentum also offers training sessions to help you get the most from your gold level subscription. Call or email with questions.
Distribution Rights to Clients/Prospects
Advisor access includes the right to print and share newsletters, reports, and publications to clients and prospects.
Contact a Sales Representative
To learn more about our gold level offering and our process, please contact us to speak with a sales representative.
The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports and content found on this website are for information purposes only and should not be considered a solicitation to buy or sell any security. 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. The sources of the data used on this website and reports are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. Valuentum, its employees, independent contractors and affiliates may have long, short or derivative positions in the securities mentioned on this website.