Member LoginDividend CushionValue Trap
|
Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for
any changes.
Nov 2, 2017
The Price of Good Investment Research?
Photo credit: Phlebotomy Tech; Thomas Haynie Skimping on research could cost you big when the you-know-what hits the fan. Research firms are reportedly charging as much as $5,000 per hour for one-on-one meetings with top analysts. Access to basic research is now being priced at $40,000 a year at some firms. Jan 25, 2017
Crisis In Wall Street Stock Research; The Solution? Independent Investment Research
Image Source: Sam Valadi. The dot-com bubble showed how conflicts of interests can sometimes “muddy” the waters when it comes to getting a fair and unbiased opinion on a stock from a Wall Street analyst. Today, a new conflict of interest is brewing. The Wall Street Journal recently reported that sometimes “analysts say ‘buy’ to win special access for their clients” with top executives. Bloomberg followed up the Journal’s article with one of its own. Let’s examine what’s going on. Dec 24, 2016
Dividend Increases/Decreases for the Week Ending December 23
Let's take a look at companies raising/lowering their dividends this week. Nov 22, 2016
Energy Transfer Partners' Implicit Distribution Cut
Image source: Energy Transfer presentation. Sunoco Logistics Partners has agreed to acquire Energy Transfer Partners in a unit-for-unit simplification transaction. Oct 24, 2016
AT&T Targeting Disruption in Transformational Merger
Telecom giant AT&T has agreed to acquire Time Warner in a deal that could transform the US-media landscape. Oct 13, 2016
The Times They Are a-Changing
Image Source: Mikko Tarvainen. Let's examine why investors are shunning backward-looking analysis. Jul 31, 2016
Realty Income Does It Again!
Image Source: Realty Income. Realty Income reported solid operating results for the second quarter of 2016, boosted its annual acquisition guidance, and increased its monthly payout yet again. May 19, 2016
Part III: Nelson’s Evaluation of Berkshire’s 2015 Annual Report
The last of Nelson’s three-part evaluation of Berkshire’s 2015 Annual Report. Dec 21, 2015
Dividend Increases/Decreases for the Week Ending December 18
Let's take a look at companies raising/lowering their dividends this week. Jul 10, 2015
Creditor Risk Aversion Rises Considerably in Energy, Metals & Mining Sectors
In a recent Moody’s ‘Capital Markets Research’ report, according to a tabulation performed by Credit Suisse, bond spreads have widened an incredible 385 basis points for high-yield metals/minerals companies and 367 basis points for energy companies in the one-year period ending July 8, 2015. We continue to underweight these sectors within the newsletter portfolios. Creditor risk aversion continues to swell in these two sectors, and the worst has yet to come, in our view. 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.
|
