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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.
Latest Valuentum Commentary

Sep 14, 2015
The Puzzling Attack on Alibaba
Alibaba is not a “dot-bomb” like the infamous blow-ups in the US in the late 1990s/early 2000s. The Chinese e-commerce giant is significantly profitable and free cash flow positive, and growth prospects are tremendous. Calling for a ~15 times multiple on next year’s earnings, as a large publisher has done, where next year’s earnings are but a fraction of the company’s earnings power 5-10 years from now is an attempt, in our view, to punish the stock at a vulnerable time when global economies are shuddering and the Chinese equity markets continue to face immense pressure. Our estimate of the firm’s long-term intrinsic value is significantly higher than its current market price, but the mounting proliferation of fear may very well hurt shares in the near term.
Aug 28, 2015
3 Observations
The wild week that ended August 28, 2015.
Aug 27, 2015
New Adds: One Name at a Deep Discount and Another Long-time Favorite
Nibbling at this crazy market, but only a couple small bites.
Aug 18, 2015
Dark Days Ahead for Walmart?
The big box retailer’s best days may be behind it.
Jul 22, 2015
Keeping Both eBay and PayPal after Split
Best Ideas Newsletter portfolio holding eBay reported solid second-quarter results, as did its payments business PayPal. Let’s take a closer look at the results. We’ll be keeping both companies in the Best Ideas Newsletter portfolio for now.
Jul 2, 2015
eBay – PayPal Split
Best Ideas Newsletter portfolio holding eBay is shedding its payments business, PayPal in mid-July. Let’s take a look at the coming split and its implications.
Jun 3, 2015
eBay Is Over $60 Per Share, Breaking Out
Have the skeptics finally been proven wrong? Or is this just wishful thinking?
Apr 23, 2015
Yet Another Best Ideas Portfolio Holding Surges!
The hot hand continues. This time with eBay.
Mar 5, 2015
These Valuations Are Embarrassing
Airbnb? Uber? Xiaomi? Palantir? What?


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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.