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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

Jul 26, 2018
Visa, PayPal Impacted by One-Time Items; Fundamentals Remain Strong
Image shown: The share-price performance of Visa (V) and PayPal (PYPL), top chart, since PayPal split from eBay (EBAY), relative to S&P 500 (SPY), bottom chart.Simulated Best Ideas Newsletter portfolio ideas Visa and PayPal both had their calendar second quarter results impacted by one-time items, but we continue to like these strong companies that operate in the very attractive financial technology services industry.
Jun 22, 2018
Internet Sales Taxes and Restructuring the U.S. Post Office
The Supreme Court has been active in creating revenue opportunities for states, as in legalizing sports betting and most recently in facilitating the collection of online sales taxes. The White House has floated the idea of reorganizing the U.S. Postal Service, but we think this endeavor represents more of a tail risk for Stamps.com than anything else. Though we expect smaller online retailers to feel some pressure as a result of the online sales tax ruling (Amazon already collects online sales taxes), we don’t think the ruling, while leveling the playing field for some brick-and-mortar retailers, will change the fate of many aging department stores such as J.C. Penney and Sears, both of which may not make it to the other side of the next downturn with shareholder capital intact.
Jun 15, 2018
Visa!
Image shown: The performance of Visa since it was added to the Best Ideas Newsletter portfolio. The Best Ideas Newsletter portfolio has a habit of identifying outperforming stock ideas.
May 30, 2018
Study: Valuentum's Best Ideas Newsletter Portfolio
"Though we largely achieved the Best Ideas Newsletter portfolio’s goals in advancing the newsletter portfolio each publication year (ends December 15) and achieving relative outperformance and risk-adjusted superiority to the benchmark, we may have done even better had our equity allocation been full during the measurement period." -- Brian Nelson, CFA
May 25, 2018
The Most Important Topic in Stock Investing
President of Equity Research, Brian Nelson, discusses why price vs. value is the paramount consideration in stock investing.
May 18, 2018
PayPal Grows Stronger
PayPal scooped up assets that will help it better compete against Square, and we think both entities have a bright future regardless of the increased competition.
Apr 25, 2018
A Trifecta of Good Reports: Visa, Facebook, PayPal
We continue to like the long-term potential at Visa and absolutely love the level of its operating margins. Facebook is going to continue to get bad press, but fundamentally, we think the company is going to make it through to shine once again. PayPal had a nice first-quarter report, and while we would like to see more security with respect to its relationship with eBay, the company’s pace of growth suggests it could easily grow out of its early ties with the auction website.
Apr 18, 2018
ICYMI: Valuentum’s Improved Stock and ETF Web Pages
Valuentum has rolled out improved stock and ETF web pages on its website www.valuentum.com. Now, subscribers can access key proprietary information on the stock and ETF web pages in addition to the customary stock and ETF reports.
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.
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.


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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.