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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for
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Latest
Valuentum Commentary
Oct 12, 2019
ICYMI: Interview with Valuentum's President Brian M. Nelson, CFA
Catch up with Valuentum's President Brian M. Nelson, CFA in a recent interview with dividend growth investor Arne Magnus Lorentzen Ulland of the blog stockles. Aug 7, 2019
Join the Conversation on the Market Plunge
The Valuentum team shares its thoughts on the recent surge in volatility and collapse in interest rates amid a trade and currency war between two of the largest economies in the world, the US and China. Jul 22, 2019
Lowering Our Fair Value Estimate of Morgan Stanley
Image Source: Morgan Stanley 2Q2019 Earnings Presentation. We are lowering our fair value estimate of Morgan Stanley to $45 from $50 to update our view of what mid-cycle results might look like. Jul 19, 2019
In the News: Second-Quarter Earnings Season Marches On
We like what we saw out of a few industrial names, including Honeywell, Danaher and Dover. We thought Taiwan Semi’s report was okay, and Philip Morris continues to navigate declining cigarette volumes. We include our thoughts on some of the mid-size banks. Jul 19, 2019
Dividend Increases/Decreases for the Week Ending July 19
Let's take a look at companies that raised/lowered their dividend this week. Jun 4, 2019
Excerpt: Big Six Banks as a Yield Play?
An article excerpt from our monthly High Yield Dividend Newsletter. Order the High Yield Dividend Newsletter here. May 14, 2019
Markets Swooning, Expect Extreme Volatility, Finger on Put-Option Trigger
Image shown: We notified members December 26 that we had moved the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio to a "fully invested" position, from a 30% and 20% cash "weighting" at the high end of the range, respectively. Apr 23, 2019
Morgan Stanley’s Lumpy Performance Calls Into Question Durability of Earnings Stream
Image Source: reynermedia. If Morgan Stanley’s activities can collapse that quickly, as they did during the fourth-quarter of 2018 when the market swooned, it really calls into question the durability of the earnings stream for all of the global players. Apr 20, 2019
Taking a Fresh Look at Goldman Sachs
Image Source: Goldman Sachs 1Q19 Earnings Slides. After taking a fresh look at our valuation assumptions in the context that Goldman hasn’t really proven that it can earn above the cost of capital through the economic cycle, we have lowered our fair value estimate to $200 per share. Latest News and Media 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.
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Image Source: Morgan Stanley 3rd Quarter Earnings Presentation. "...the Wealth Management and Investment Management segments...are the crown jewels at Morgan Stanley with returns on tangible equity of 37% and 36%, respectively, in the quarter. Flows are positive and market levels have been friendly, though that can change on a dime." -- Matthew Warren