ValuentumAd

Official PayPal Seal
Valuentum Reports













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

Sep 5, 2019
Valuentum’s Economic Roundtable: Trade War, Factors and Beyond
The markets rallied hard September 5 on relief that the US and China will go back to the negotiations table next month. This back-and-forth news cycle is enough to give any investor whiplash. Let’s catch up with the Valuentum Team on the latest developments, not only with the trade war but also with respect to factor investing, possible bubbles and beyond.
Sep 4, 2019
The "Hierarchy" of Valuentum Idea Generation
Image: The Valuentum Buying Index rating scale.Let's talk about this hierarchy of idea generation in this note.
Aug 14, 2019
A Tale of Two Big Agricultural Industries: Protein Producers Win and Farm Equipment Manufacturers Lose After Recent USDA Report
Image Shown: The tale of two big agricultural companies in one chart, with shares of poultry producer Sanderson Farms Inc (SAFM) shooting up on Monday, August 12, as chicken feed prices fell after a recent USDA report (which sent corn prices sharply lower) while shares of agricultural equipment manufacturer AGCO Corporation (AGCO) tanked as the market priced in continued pressure on US farm incomes and the dynamic impact that has on demand for farm equipment. We are monitoring the agricultural industry but don’t have any agricultural-oriented equities in our Best Ideas Newsletter or Dividend Growth Newsletter portfolios for a reason. In the short- to medium-term, the space will continue to experience volatility as the next chapter of the US-China trade war unfolds.
Aug 13, 2019
Thought Piece: The Hidden Advantage
Image Source: Kamilla Oliveira. As activist investing proliferates, investors are becoming more and more familiar with celebrity investing gurus such as Carl Icahn and David Einhorn. Let’s examine how these investing giants have carved out a unique structural advantage over mom-and-pop investors. This article was originally published in June 2014.
Jul 30, 2019
McDonald’s Not on the Value Menu
Image Source: Valuentum's 16-page Report of McDonald's. We can’t get anywhere close to McDonald’s share price with our discounted cash-flow valuation process. That doesn’t mean that shares are destined to fall, but it may indicate that the stock has pulled forward future returns. In any case, investors in McDonald’s should be cautious.
Jul 27, 2019
We Just Can’t Justify Starbucks’ Lofty Valuation, Even After Its Great Quarter
Image Shown: The red dot signifies where shares of SBUX are trading at as of midday trading on July 26. Shares of Starbucks are trading well above the top end of our Fair Value Range. We just can’t see a way to justify its current lofty valuation other than, to quote Alan Greenspan, irrational exuberance. While Starbucks has a promising growth trajectory ahead of it, we see its valuation as stretched after updating our model. The top end of our fair value estimate range stands at $89/share, well below where SBUX is trading at as of this writing.
Jun 11, 2019
Beyond Meat’s Market: $5 Billion or $1.5 Trillion?
Image: The Beyond Burger accounted for about 70% of the company’s sales in 2018. Source: S-1. The big question: how big is Beyond Meat’s opportunity? Is it $5 billion or $1.5 trillion?
Jun 5, 2019
Cracker Barrel 's Lofty (and Hidden) Dividend Yield
Image Source: Cracker Barrel Presentation (10/17). We continue to like Cracker Barrel as an idea in the Dividend Growth Newsletter portfolio. Its special dividends fly under the radar, offering those that are willing to dig a bit deeper in the analysis a nice reward.
May 14, 2019
Markets Swooning, Expect Extreme Volatility, Finger on Put-Option Trigger
Image shown: We notified members December 26 that we had moved  the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio to a "fully invested" position, from a 30% and 20% cash "weighting" at the high end of the range, respectively.
Apr 30, 2019
Top-Weighted Visa Leaps to Mid-$160s, More Earnings Reports
Image: Visa has been the top-weighted idea in the Best Ideas Newsletter for as long as we can remember. In December 2017, when we migrated to weighting ranges for ideas in the newsletter portfolio, the company's "weight" was 8.6%. The image above shows its performance relative to the S&P 500 since then. Source (pdf).


Latest News and Media
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.