Valuentum Exclusive Analysis for the Discerning Investor

Member Login

Order Value Trap

Order Value Trap, second edition

Value Trap

Readers' Favorite Review

Axiom Bronze

Praise

The Buying Index, VBI

Value and Momentum Within Stocks, Too (2017)

The Case for the Valuentum Style of Investing (2012)

Investing's Odd Couple: Value and Momentum (2013)

Stock-Selection Methodology, the Valuentum Buying Index (2011)

Why Valuentum Buying Index Ratings Matter (2014)

Dividend Changes

Dividend Increases/Decreases for the Week of May 23

Dividend Increases/Decreases for the Week of May 16

Dividend Increases/Decreases for the Week of May 9

Dividend Increases/Decreases for the Week of May 2

Newsletter Holding	Price/Fair Value AVAILABLE TO SUBSCRIBERS	Relative Value ATTRACTIVE	ValueCreation EXCELLENT
Fair Value Range AVAILABLE TO SUBSCRIBERS	ValueRisk LOW	Valuentum Buying Index AVAILABLE TO SUBSCRIBERS	Fair Value Estimate AVAILABLE TO SUBSCRIBERS
Dividend Growth AVAILABLE TO SUBSCRIBERS	Dividend Safety AVAILABLE TO SUBSCRIBERS	Dividend Cushion Ratio AVAILABLE TO SUBSCRIBERS	Economic Castle ATTRACTIVE

Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.

Jul 12, 2024

JPMorgan Chase’s Return on Capital Shines in Second Quarter
Image Source: Hakan Dahlstrom. On July 12, JPMorgan Chase reported second quarter results that beat expectations on the top line, but came up a bit short on the bottom line. JPMorgan is an important bellwether for the global economy, and its second quarter results spoke of continued strength and high returns on capital. We include Financial Select SPDR in the Best Ideas Newsletter portfolio to capture diversification benefits from the largest financial institutions. Shares of JPM yield 2.2% at the time of this writing.

Jun 18, 2024

Lennar Navigating Fluctuating Interest Rate Environment Well
Image: Lennar has been a strong performer since the beginning of 2023. We liked the quarterly update from Lennar, and while we won’t be adding this homebuilder to any newsletter portfolio, we’re interpreting its performance as another positive data point regarding the macroeconomic environment.

Jun 14, 2024