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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

Aug 7, 2019
Join the Conversation on the Market Plunge
The Valuentum team shares its thoughts on the recent surge in volatility and collapse in interest rates amid a trade and currency war between two of the largest economies in the world, the US and China.
Jul 30, 2019
Apple Breaking Out After Hours!
Apple is a top-weighted idea in the Best Ideas Newsletter portfolio and is also a mid-weighted idea in the Dividend Growth Newsletter portfolio. We added to Apple in both the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio in December 2018, and we added to it yet again in April 2019. We continue to like shares and value them at ~$220 each. We expect a modest upward revision following the report.
Jul 25, 2019
Google, Intel -- Yes!
Let's talk Google and Intel, remind you that we've removed Chipotle, Xilinx, and Boeing from the newsletter portfolios some time ago. I'll talk a little about PayPal's run higher and address some other themes, including contingent liabilities with J&J and 3M.
Jul 1, 2019
New Highs! The December Call Has Been Well-Rewarded
"The less the prudence with which others conduct their affairs, the greater the prudence with which we must conduct our own." - Warren Buffett (2018)
Jun 16, 2019
Valuentum's June Best Ideas Newsletter
Image: Page 49, June edition of American Library Association Booklist."I hope that my book Value Trap: Theory of Universal Valuation marks a turning point in the financial research industry. To you and me, 1) looking forward, 2) understanding that stock values are based on future expectations, and 3) calculating intrinsic value is simply par for the course. If other investors are not doing this, it should be no surprise that they are failing miserably. 90% underperformance! I hope my book serves as a wake up call for readers to demand forward-looking analysis and research that calculates a best fair value estimate." -- Brian Nelson, CFA
Jun 3, 2019
US Government Launches Anti-Trust War Against Alphabet, Apple, and Facebook
Image shown: Technology shares took a beating during the trading session June 3.The DOJ and FTC are coming after Alphabet. Apple, and Facebook, and we can’t help but feel the moves are in some ways politically motivated. Even if regulators decide to break up these companies, it doesn’t mean that they will “confiscate” their businesses. Worst case scenario, perhaps pieces of their businesses would be auctioned off at arguably above-market prices, which could be a net positive.
May 14, 2019
Markets Swooning, Expect Extreme Volatility, Finger on Put-Option Trigger
Image shown: We notified members December 26 that we had moved  the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio to a "fully invested" position, from a 30% and 20% cash "weighting" at the high end of the range, respectively.
May 3, 2019
Dividend Increases/Decreases for the Week Ending May 3
Let's take a look at companies that raised/lowered their dividend this week.
Apr 30, 2019
Apple Soars! Enterprise (Universal) Valuation Matters
Image: Apple's shares have soared since the beginning of this year. We have maintained our fair value estimate of $222 per share following its fiscal second-quarter results, released April 30. 
Apr 26, 2019
Facebook Was Textbook, Intel Still About Fairly Valued After Weakness
Image: Best Ideas Newsletter portfolio holding Facebook's stock has advanced 56% since it bottomed in December. This is yet another textbook execution of the Valuentum Buying Index, a strong breakout of the downtrend on a significantly undervalued stock. See also the example with Apple on page 241 in Value Trap: Theory of Universal Valuation.


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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.