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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 5, 2017
Labor and the Economic Cycle
As we arguably near the “peak” in the business cycle, labor is starting to demand more, a dynamic that we believe is emblematic of the period of aging economic expansion. Let’s have a look at what’s happening in the fight for higher wages. 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. Apr 26, 2017
S&P 500 Poised to Make New Highs…Again?
The equity markets have welcomed a strong earnings season thus far, but valuation risk and tail uncertainties remain, not the least of which is the possibility of failed tax reform in the US. Mar 2, 2017
Dow 21,000+; Forward P/E on S&P 500 ~18!!!
To say that the broader equity market is “extended” is an understatement. Feb 14, 2017
#14? You Can’t Control The Market
Image shown: Wall Street Journal front pages from the Financial Crisis -- a reminder that an investor cannot control the markets. Should this be added to the “13 Steps…” piece? Jan 24, 2017
McDonald’s: Buyback-Driven Earnings Growth and Faltering US Comps
McDonald’s shares continue to plow ahead as if nothing is wrong. Consolidated sales fell, net earnings dropped, US comps faltered, and all of the company’s EPS performance was buyback driven during the fourth quarter, results released January 23. The company is trading at 22 times trailing earnings and holds a sizable net debt position. Nov 10, 2016
Assessing Reactions to Trump’s Victory
Image Source: Gage Skidmore. Donald Trump will be the 45th President of the United States of America. Let’s dig into some of the reactions across the market. We’re keeping our cool. Nov 2, 2016
Valuentum's Nelson on Yum China Split
Image Source: CNBC Asia. President of Investment Research at Valuentum Brian Nelson talks Yum China (YUMC) on CNBC Asia. ~2 minutes. Oct 28, 2016
Examining Same-Store Sales in the Restaurant Industry
Calendar third quarter results have varied across the restaurant space. Let’s dig in to the trends that are setting some players apart from the rest. Oct 26, 2016
EVERYTHING DIVIDENDS + 3 TOP IDEAS
The Valuentum analyst team explains the difference between the adjusted Dividend Cushion ratio and its unadjusted counterpart. The success of the Dividend Growth Newsletter portfolio is covered, and Valuentum's top 3 dividend growth ideas are unveiled. ~13 minutes. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.
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