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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Apr 29, 2025
View Current and Archived Dividend Growth Newsletters
View previous editions of the Dividend Growth Newsletter in this article. At Valuentum, we seek to deliver to our subscribers the best dividend growth ideas, and our Dividend Growth Newsletter does just that for dividend growth investors. The Dividend Growth Newsletter portfolio puts into practice our rigorous valuation and dividend growth frameworks. The Dividend Growth Newsletter portfolio is generally found on page 5 of each edition.
Apr 29, 2025
Valuentum's Dividend Growth Newsletter Portfolio
We disclose the holdings of the Dividend Growth Newsletter portfolio in this article. This portfolio can always be found in each edition of the monthly Dividend Growth Newsletter.
Apr 29, 2025
What Causes Fair Value Estimates to Change?
Image: A screenshot of the discounted cash-flow learning tool for individual investors. So you noticed a fair value estimate changed, and you weren’t sure why? This article is for you.
Apr 17, 2025
UnitedHealth Group Lowers 2025 Outlook
Image: UnitedHealth’s shares were pummeled after it lowered its 2025 earnings outlook. During the first quarter of 2025, UnitedHealth Group’s cash flow from operations came in at $5.5 billion, and the firm returned nearly $5 billion to shareholders through dividends and share repurchases during the quarter. As it relates to the drivers negatively impacting its 2025 guidance, management noted that it “believes these factors to be highly addressable over the course of this year as well as it looks ahead to 2026.” Though we didn’t like the downward revision to its 2025 earnings outlook, UnitedHealth remains a cash cow, and we continue to like shares in the Best Ideas Newsletter portfolio. We value shares north of $600 each.
Apr 13, 2025
View Current and Archived Best Ideas Newsletters
View previous editions of the Best Ideas Newsletter in this article.
Apr 13, 2025
Valuentum's Best Ideas Newsletter Portfolio
We disclose the holdings of the portfolio of the Best Ideas Newsletter in this article. This portfolio can always be found in each edition of the monthly Best Ideas Newsletter.
Apr 4, 2025
Trump Tariffs Higher than Expected; What We're Doing
The Trump tariff increases came in larger than what we were expecting, and it remains to be seen how they will flow through the global economy, as we monitor potential retaliatory tariffs from other countries. As it relates to the equity markets, we’re taking a wait and see approach at the moment as we monitor new policy changes related to trade, immigration, fiscal (tax), and regulations. In short, we’re not overreacting to the sell off as we won’t have a great handle on the tariff impact to companies for a few quarters when they report results post-tariff increases. That said, we’re expecting continued market volatility, with meaningful risk to the downside, before trade uncertainty alleviates in the coming months.
Mar 17, 2025
Dollar General’s Long-term Framework Looks Achievable
Image Source: TradingView. Dollar General updated its long-term financial framework for the next five years. Its annual goal includes net sales growth of 3.5%-4%, same-store sales growth of 2%-3%, adjusted operating margin of 6%-7% beginning in 2028-2029, adjusted diluted earnings per share growth of 10%+ beginning in 2026, new unit growth of approximately 2% and capital spending of approximately 3% of net sales. Though its long-term plans look achievable, Dollar General is no longer an idea in any of the newsletter portfolios.
Mar 7, 2025
Dividend Increases/Decreases for the Week of March 7
Let's take a look at firms raising/lowering their dividends this week.
Mar 3, 2025
Enterprise Products Partners Remains a Key Idea
Image: Enterprise Products Partners units have fared well since the beginning of 2023. Enterprise generated ~$2.4 billion in net cash provided by operating activities in the fourth quarter, while capital investments were ~$2 billion, resulting in non-GAAP free cash flow of $393 million. For 2025, organic growth capital investments are expected in the range of $4-$4.5 billion, while sustaining capital expenditures are expected to be $525 million. At the end of 2024, Enterprise had total debt principal outstanding of $32.2 billion and consolidated liquidity of roughly $4.8 billion. We continue to like Enterprise as an idea in the High Yield Dividend Newsletter portfolio.


The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on this website are for information purposes only and should not be considered a solicitation to buy or sell any security. The sources of the data used on this website are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. 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. Valuentum, its employees, and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.