Valuentum Exclusive Analysis for the Discerning Investor

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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.

Feb 6, 2017

Dividend Increases/Decreases for the Week Ending February 3
Let's take a look at companies raising/lowering their dividends this week.

Feb 1, 2016

Dividend Increases/Decreases for the Week Ending January 29
Let's take a look at companies raising their dividends this week.

Jun 6, 2015

The Global Pandemic of Cybercrime, Cyber Espionage and Cyber Warfare
The latest case of cyber espionage has resulted in the theft of the personal information of more than 4 million government employees. Let’s get a lay of the land of the companies that are poised to help put down such criminal behavior, and how investors can play the secular theme of increased spending to prevent cyberattacks.

Feb 4, 2015

Yum! Brands’ Fourth-Quarter Earnings Preview
Yum! Brands reports after the bell today. Watch Valuentum’s President Brian Nelson on CNBCAsia at 5:40CT.

Oct 22, 2014

McDonald’s Third Quarter Performance Very Ugly; Even Worse Than Yum! Brands’
McDonald’s is being hit by a perfect storm of negative catalysts, and it may get worse before it gets better. Yum Brands will fall short of achieving previously-announced earnings per share goals.

Sep 24, 2012

Darden Posts Decent Results Amid Fears of Slowdown
Several of the firm's restaurants showed declining traffic, but sales held up relatively well during the summer months.

Aug 9, 2024

Paper: Value and Momentum Within Stocks, Too
Abstract: This paper strives to advance the field of finance in four ways: 1) it extends the theory of the “The Arithmetic of Active Management” to the investor level; 2) it addresses certain data problems of factor-based methods, namely with respect to value and book-to-market ratios, while introducing price-to-fair-value ratios in a factor-based approach; 3) it may lay the foundation for academic literature regarding the Valuentum, the value-timing, and ultra-momentum factors; and 4) it walks through the potential relative outperformance that may be harvested at the intersection of relevant, unique and compensated factors within individual stocks.

Jun 10, 2024

Update: Frequently Asked Questions About Valuentum Securities, Inc.
Valuentum (val∙u∙n∙tum) [val-yoo-en-tuh-m] Securities Inc. is an independent investment research publisher, offering premium equity reports and dividend reports, as well as commentary across all sectors/companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools/products, and more. Independence and integrity remain our core, and we strive to be a champion of the investor. Valuentum is based in the Chicagoland area. Valuentum is not a money manager, broker, or financial advisor. Valuentum is a publisher of financial information. We address a number of questions from both subscribers and visitors to our site.

Oct 22, 2023

There Will Be Volatility
Image: An ETF tracking Russell 1000 "growth" stocks has outperformed an ETF tracking Russell 2000 "value" stocks since the beginning of 2021. To us, the market remains hypersensitive to almost every economic data point that hits the wires, and we’re just not going to play that game. The macro headlines and never-ending news flow are what many quant and algorithmic traders are trading on, and to a very large extent, for investors with a long-term horizon, these macro data points just don’t factor into the equation. When valuing equities, we’re always after mid-cycle expectations, not peak or trough performance, so our valuations implicitly embed a "normal" recession. Warren Buffett didn’t become a billionaire buying and selling on macro data points, and volatility is simply to be expected given the proliferation of price-agnostic trading these days. Instead of panicking over higher interest rates, we think investors should view the Fed’s work thus far as future potential dry powder to stimulate both the economy and the markets. Whenever you feel like stocks are no good, have a read of Warren Buffett’s classic piece written during the Great Financial Crisis, “Buy American. I Am.” To us, we still like stocks for the long run. Happy investing!