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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

Mar 20, 2018
Avoiding Troubled Equities Such as General Electric
The Valuentum process waits for a stock’s price to be moving higher before it is considered. The stock must not only be undervalued on both a discounted cash-flow basis and relative value basis, in our view, but the market must also believe that its true intrinsic value should be higher, too, as evidenced by a rising share price. The process is symmetrical. We also would wait for a company’s share price to break down before we may consider removing an overpriced stock. In some cases, the information contained in prices can even provide clues when to remove an underpriced stock, as in the case of General Electric.
Mar 16, 2018
Saying Good Bye to Boeing…For Now
There probably hasn’t been a better large-cap call in the Dow Jones Industrial Average than Boeing during the past couple years, and we have been all over it. But shares have now “rolled over,” and its valuation isn’t as attractive as it once was, both dynamics pointing to reasons for removal from the simulated Dividend Growth Newsletter portfolio. We continue to peruse our coverage universe for an adequate dividend growth replacement.
Mar 13, 2018
Our Ideas Are Performing Awesome So Far in 2018!!! 6 of the Top 7 of the Dow!
We’ve done a fantastic job identifying some of the top performers in the Dow Jones Industrial Average during 2018 (6 of the top 7!), but to be fair, a couple haven’t panned out that well either. In any case, we couldn’t be more pleased with the simulated newsletter portfolio ideas.
Mar 12, 2018
The "Luck" and "Randomness" of Index Funds
If the year-to-year performance of active funds relative to index funds can be considered “random,” so then is the year-to-year performance of index funds relative to active funds, regardless of fees and expenses. Image shown: page 1 of 14.
Mar 1, 2018
Trump’s Tariffs Ignite Concerns about Protectionism, Rising Input Costs
Image Source: Michael Vadon. President Trump is making true on his promise to protect the domestic steel and aluminum industries. Input costs may move higher for many global industrials, and the long-term implications of protectionist policy will be tested. We’re not expecting retaliation, but we can’t rule it out either. Rising rates remain our primary concern.
Feb 12, 2018
Stocks Stage Comeback, US Government Budget Released
Image shown: The performance of the Dow Jones Industrial Average since September 2017.The market continues to lick its wounds following the sell-off. We’re watching interest rates and technicals for signs where the market may go next.
Feb 7, 2018
Hasbro, Boeing Pop as Market Bounces Back
Image Source: US Missile Defense Agency. June 22, 2014 - The Missile Defense Agency's Flight Test 06b Ground-Based Interceptor launches from Vandenberg Air Force Base, Calif. on June 22, 2014. The markets have finally been getting the volatility that we’ve all been waiting for, and we don’t like the idea that the market is now trading more like a cryptocurrency. Granted, it’s important to stay focused over a long-term time horizon, which irons out the ups and downs, but there’s just something about 1,000+ daily swings on the Dow Jones Industrial Average that really doesn’t sit well with us, regardless of what that implies with respect to the percentage change. Can you imagine -- All of this over just a couple basis point increase in the 10-year and one very, very small ETF losing most of its value? What if something truly material happens? This market is fragile.
Jan 31, 2018
Boeing!
Image shown: Boeing's shares have been rocketing higher of late! We couldn’t be more pleased with how one of our best ideas for consideration has performed: Boeing!
Jan 23, 2018
Bioverativ’s Takeout, Visa’s Surge, and General Electric’s Pain
From Bioverativ’s takeout to Visa’s stock price surge to General Electric’s continued pain, there’s a lot going on in the stock market. Let’s cover some ground.
Jan 14, 2018
2018 Starts Out with a Bang!
Image Shown: An ETF that measures momentum (MTUM) has done considerably better than the S&P 500 since the beginning of 2017. Among its top 5 holdings are Microsoft (MSFT), Apple (AAPL), Boeing (BA)—newsletter holdings that have had excellent value characteristics along the way. Visa (V) is also included in its top 10 holdings. Even some the most bullish and optimistic investors have been surprised by the resiliency of today’s market environment. Why does it seem appropriate to remind members that the stock market doesn’t always go straight up with almost no volatility?


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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.