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Latest
Valuentum Commentary
Oct 23, 2015
Alphabet (Google) and eBay Power Best Ideas Newsletter Portfolio!
Let’s get an update on Yahoo, eBay, Amazon, and Alphabet (Google). We couldn’t be more pleased with recent developments. Oct 5, 2015
Time to Scoop Up More GE? Another Activist Stake in Yet Another Newsletter Portfolio Holding
Nelson Peltz has taken the fight to General Electric. We think GE’s shares are undervalued, and the firm comes with a nice dividend to boot. 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 23, 2015
Williams’ Rejection, Medtronic’s Hike, eBay’s Sale, and Hershey’s Disappointment
Let’s catch up on some important news. Jun 3, 2015
eBay Is Over $60 Per Share, Breaking Out
Have the skeptics finally been proven wrong? Or is this just wishful thinking? 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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