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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.
Mar 6, 2019
Dividend Growth Portfolio Alert: Adding KMI, Removing HAS!
We see as much as 20%+ upside in Kinder Morgan's shares, and separately, we think its dividend is poised for growth in the coming years. We're swapping out a huge winner in Hasbro to make room. How exciting! Changes to Dividend Growth Newsletter portfolio.
Feb 17, 2019
S&P Global: "Enterprise's shift on cash flow reflects 'metamorphosis' of US pipeline firms"
S&P Global: "While several major U.S. energy pipeline companies spent 2018 shedding cash-leaking habits and forging a more conventional financial structure as stocks languished, adopting reporting practices that are more accessible to the investing public could be a gradual process for the industry, if it takes flight at all."
Feb 11, 2019
MLPs Starting to Adopt Free Cash Flow?
Image shown: Since mid-June 2015, the price of an ETF tracking the midstream MLP energy space (AMLP) has fallen more than 40% while the S&P 500 (SPY) has rallied more than 30%. No changes to simulated newsletter portfolios.
Feb 6, 2019
Questions Answered!
Image shown: The S&P 500 (SPY) performance and the timing of when we went to "fully invested" in the simulated newsletter portfolios, the Best Ideas Newsletter and Dividend Growth Newsletter.  No changes to simulated newsletter portfolios.
Jan 30, 2019
Facebook +10% After Hours; How 'Bout That VBI Rating!
No changes to simulated newsletter portfolios.
Jan 23, 2019
Consider Selling Discipline = Systematic, Forward-looking, Repeatable
Image shown: An illustration of Valuentum's call on Kinder Morgan during 2015. You can read about this in more detail in the Preface of Value Trap: Theory of Universal Valuation. For a consider-selling discipline to be successful, it must be systematic, forward-looking and repeatable. The Valuentum process worked equally well with General Electric during 2017 (image later in note).  No changes to simulated newsletter portfolios.
Jan 20, 2019
Kinder Morgan Reiterates Dividend Growth Intention
Image shown: Kinder Morgan’s pipeline network and estimated breakdown of 2018 EBDA. Source: Kinder Morgan investor presentation.  Pipeline operator Kinder Morgan has benefited from a significant increase in natural gas supply and demand of late, and it expects more of the same in 2019. Management continues to execute on its capital allocation priorities, and it reiterated previously-announced guidance for dividend growth in the years ahead.
Oct 25, 2018
Midstream Energy Pounded, MLP Distribution Cut at Golar LNG Partners
Image shown: The midstream MLP space continues to suffer. Performance of the group since mid-June 2015. Though it caught no one off guard, Golar LNG Partners’ recent distribution reduction is yet another in a long line of unsustainably high payouts in the master limited partnership space to be cut.
Oct 19, 2018
Earnings Roundup: Past, Present, and Potential Dividend Growth Ideas
Image Source: Mike Cohen.Let’s take a look at the earnings reports of some past, present, and potential simulated Dividend Growth Newsletter portfolio ideas, including that of Novartis, Procter & Gamble, Honeywell, and Kinder Morgan.
Sep 24, 2018
Update on 5 Top Energy Stocks: KMI, ETP, EPD, MMP, XOM
We generally like the diversification provided in the Energy Select SPDR ETF (XLE) as one way to consider exposure to the energy resource arena, but let's get the highlights on some of the most-viewed energy-related ideas on our website: Kinder Morgan, Energy Transfer Partners/Equity, Enterprise Product Partners, Magellan Midstream, and Exxon Mobil.


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.