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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.
Jan 29, 2018
Dropping Coverage of the Book Publishing Industry
Image shown: The first seven annual volumes of Valuentum's Best Ideas Newsletter. Valuentum is dropping coverage of the book publishing industry to focus resources elsewhere.
Jan 28, 2018
The US Dollar, GDP Expansion, and Earnings
Investors wouldn’t think news flow is that robust given that stock market volatility in recent months has been practically nil, but news is coming in fast. Let’s check up on the performance of the US dollar, the rate of GDP growth as well as key companies reporting fourth-quarter earnings. Intel’s quarterly report was fantastic, for one!
Jan 28, 2018
Our Overview on Merck in Light of Recent Clinical Events
Image Source: Merck. Clinical data reads can have an outsize impact on the fortunes of the research-based pharma industry, irrespective of the size of the organization. We came away very impressed with the recent release from Merck and felt a timely overview of the various pharmaceutical products developed by the company would be of value to readers.
Jan 28, 2018
Update on Global Blood Therapeutics
Image Source: Sergei Golyshev. As the calendar flips over, the new year has seemed to have reignited investors' passion for the biotech sector. Bioverativ has been acquired, and we’re happy about that, but a timely update on the fortunes of Global Blood Therapeutics is now in order, too.
Jan 27, 2018
Dividend Increases/Decreases for the Week Ending January 26
Let's take a look at companies that raised/lowered their dividend this week.
Jan 24, 2018
Airlines to Start a Price War?
Some have said the airline industry has changed. We’ve always been cautious on the structural characteristics of the airline business, and United Continental has reminded us why.
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 23, 2018
Dropping Coverage of A Few Apparel Makers
Image Source: Kris Cardenas. Valuentum is dropping coverage of a few apparel makers to focus resources elsewhere.
Jan 23, 2018
GlaxoSmithKline: Not All Dividends Are Created Equal
Many seeking ideas to generate dividend income may be drawn to slow-growing entities with large dividend yields. However, without proper examination of the balance sheet and competitive position, an investor may enter a position banking on a steady dividend stream only to be caught by a sudden cut in the dividend. It is growing increasingly likely that GlaxoSmithKline may be ready to sacrifice the dividend on the altar in the name of additional M&A, in our view.
Jan 22, 2018
Gilead Sciences’ HCV Guidance Is the Star of the Show
Image Source: Gilead. Shares of Gilead Science have been held hostage due to the vagaries of the HCV business. The shares blasted through $100 as the initial sales ramp for its suite of HCV meds took the market by storm. The record revenues posted in 2015 proved to be unsustainable, however, as the curative nature of the treatment meaningfully decreased the eligible pool of patients much to the benefit of society. The Street subsequently punished shares of Gilead as the equity made a near roundtrip back down the high $60’s. The investment community has maintained a near-maniacal obsession with the HCV pipeline with the latest fear of a new competitor stealing share. Let's examine these key points a bit further.


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.