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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.
Apr 17, 2018
IBM’s Free Cash Flow Short of Expected Annual Pace
Image Source: andrew cooke. With other fantastic ideas in technology, we see no reason to be interested in IBM’s shares.
Apr 17, 2018
Johnson & Johnson Off to a Good Start in 2018
Image Source: J&J. Johnson & Johnson has been the stalwart of our healthcare exposure within the newsletter portfolios, and the company is off to a fantastic start in 2018.
Apr 16, 2018
Netflix Keeps Speculators' Hopes Alive
Image Source: Nodstrum Tech. Netflix’s results for the first quarter of 2018 showed the earnings leverage that we’ve been looking for. We’re raising our fair value estimate materially as a result.
Apr 12, 2018
The Dividend Cushion Meets the Dividend Aristocrats
We showcase the Dividend Cushion ratios for the Dividend Aristocrats, a grouping of firms that have increased their dividends for more than 20 consecutive years. The Dividend Cushion's track record of quantifying excess cash-flow capacity that leads to outsize dividend growth and assessing cash shortfalls that lead to dividend cuts has been excellent.
Apr 8, 2018
Portfolios: Dividend Growth Versus Best Ideas
Let’s talk about the difference between the Dividend Growth Newsletter portfolio and the Best Ideas Newsletter portfolio.
Apr 6, 2018
Dividend Growth Portfolio: Adding Two New Gems
We’re making some moves in the Dividend Growth Newsletter portfolio today.
Apr 5, 2018
Walgreens Boots Alliance Remains at the Crossroads of a Rapidly-Evolving Healthcare Landscape
Image Source: Walgreens 2Q 2018 Earnings Release. The evolving healthcare landscape has been dealing with the threat of a disruptive new competitor entering the market and considerable political risk. Though the need for healthcare remains impervious to economic forces, a clear deflationary trend has descended on the industry that has affected many of the well-entrenched participants. Let’s examine Walgreens Boots Alliance for clues that a shift in sentiment may have occurred in this well known, yet beleaguered sector.
Apr 4, 2018
Valuentum Website Navigation
Just a couple quick notes.
Apr 3, 2018
Alert: Dropping P&G; Also -- Intel's Dividend Hike; General Motors Puts Up Strong March Sales
We were reminded of some good news from Intel and General Motors today, but the time has come to part with Procter & Gamble. We may have included it in the simulated Dividend Growth Newsletter portfolio too long.
Apr 2, 2018
Trump Knocks Air Out of Amazon; Intel Investors Overreact to Apple News
Only fools, or worse, are saying that our money losing Post Office makes money with Amazon. THEY LOSE A FORTUNE, and this will be changed. Also, our fully tax paying retailers are closing stores all over the country...not a level playing field! — Donald J. Trump (@realDonaldTrump) April 2, 2018 President Trump continues to move markets, and his messages about Amazon haven’t gone unnoticed. Apple seems to be targeting wider gross margins in coming years, as it looks to bring in-house a part of its supply chain. Intel’s shares overreact.


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.