Valuentum Exclusive Analysis for the Discerning Investor

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Oct 27, 2023

Dividend Increases/Decreases for the Week of October 27
Let's take a look at firms raising/lowering their dividends this week.

Sep 22, 2023

Dividend Increases/Decreases for the Week of September 22
Let's take a look at firms raising/lowering their dividends this week.

Aug 25, 2023

Dividend Increases/Decreases for the Week of August 25
Let's take a look at firms raising/lowering their dividends this week.

Jul 27, 2023

“Bought” Low and “Sold” Low with Meta
Image: Shares of Meta Platforms have been on a wild ride the past few years. We didn’t do well with the stock, unfortunately. Let the good times roll in big cap tech and large cap growth! What a fantastic year 2023 is turning out to be and thank you for sticking with us. If Meta serves as any example for you, it should be that you shouldn’t expect us to get everything "right," but it should be very, very clear that we’ve gotten far more things “right” than we’ve gotten “wrong” over the years. Cheers!

Jul 21, 2023

Dividend Increases/Decreases for the Week of July 21
Let's take a look at firms raising/lowering their dividends this week.

May 19, 2023

Dividend Increases/Decreases for the Week of May 19
Let's take a look at firms raising/lowering their dividends this week.

Apr 21, 2023

Dividend Increases/Decreases for the Week of April 21
Let's take a look at firms raising/lowering their dividends this week.

Mar 24, 2023

Dividend Increases/Decreases for the Week of March 24
Let's take a look at firms raising/lowering their dividends this week.

Feb 19, 2023

Online Sports Betting Surges But DraftKings’ Cash Burn Continues to Intensify; We Prefer More Conservative Gaming Plays Such as Churchill Downs
Image: Online sports betting platform DraftKings continues to burn through hundreds of millions of dollars each year. Data: SEC Filings, Seeking Alpha. Over the past 52 weeks, Churchill Downs’ stock has advanced ~10%, while DraftKings’ stock is down ~7% and Penn Entertainment’s shares have fallen over 34%. Online sports betting will only grow as more and more states pass laws in favor of its adoption and more and more consumers take up gambling as a hobby, but the best risk-adjusted opportunities may still rest with the more traditional gaming operators that aren’t burning through hundreds of millions in free cash flow every year to chase growth. We don’t like the moral underpinnings of the gambling industry at all, but we cannot deny the long-term growth potential of the industry. Churchill Downs may not be levered to online sports gaming anymore, but the company remains free cash flow rich with a tremendously lucrative asset base, and for that, it’s one of our favorite picks in the group.

Feb 17, 2023

Dividend Increases/Decreases for the Week of February 17
Let's take a look at firms raising/lowering their dividends this week.