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Valuentum
Reports
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
Jun 16, 2017
Amazon To Buy Whole Foods: Not Creative Destruction, Just Destruction
Image Source: Mike Mozart. Amazon announced plans to buy Whole Foods. We’re viewing the news as affirmation of our decision to stay largely away from retail exposure in the newsletter portfolios. We think a bidding war for Whole Foods is possible, mostly to keep it and its real estate out of the hands of Amazon, potentially setting up for a true “winner’s curse” scenario. The winner will overpay. May 17, 2017
Volatility Spikes, Oh Cisco, the Mighty US Dollar, and More
Image Source: CBOE. Let’s talk about recent market events May 17. There’s a lot going on. May 4, 2017
Valuentum’s 3 Breakthroughs in the Field of Finance and More
Valuentum's President Brian Nelson pauses for a picture before speaking at the CFA Society of Houston in March 2017. Let’s cover Valuentum’s 3 major breakthroughs in the field of finance. The first one is big and may challenge you to rethink everything you think you know about investing. Nov 23, 2016
Valuentum Weekly Web Commentary
Let’s take a look at some of the Valuentum Team’s commentary from the past week. Nov 14, 2016
Berkshire Hathaway Hits All-Time Highs
Shares of the Oracle of Omaha’s Berkshire Hathaway recently set new highs. Though the conglomerate recently reported a solid third quarter of 2016, the key driver of the most recent breakout comes with a twist of irony. Aug 7, 2016
Dividend Increases/Decreases for the Week Ending August 5
Let's take a look at companies raising/lowering their dividends this week. Jun 22, 2016
Quick Update: Starbucks -- What a Company
Image Source: Starbucks. What a fantastic company Starbucks is, but investors are paying up for its earnings, just as consumers are paying up for its coffee. Apr 7, 2016
Debt, Debt and More Debt
Image Source: Michael Fleshman. A shocking statistic in education, an important “hidden” data point on auto sales, trouble at the malls, tracking the commercial aerospace cycle, and our thesis on banking equities continues to ring true... Apr 7, 2016
Shares Are Pricey, Initiating Coverage of Kraft Heinz
Image Source: Kraft-Heinz. "On an asset base of more than $120 billion, Kraft Heinz generated a total profit to shareholders of just $2.46 billion in 2014 and 2015 combined. Though adjusted EBITDA marks came in much better, the company is not making the best use of its asset base, which includes a goodwill and intangible balance of over $100 billion. Shares trade at a substantial premium to peers." -- Valuentum Securities Mar 10, 2016
Part I: Nelson’s Evaluation of Berkshire’s 2015 Annual Report
Image Source: Fortune Live Media. The first of Nelson’s three-part evaluation of Berkshire Hathaway’s 2015 annual report. 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
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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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