Valuentum Exclusive Analysis for the Discerning Investor

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Dec 26, 2021

VIDEO/TRANSCRIPT: 2021 Valuentum Exclusive Call: Inflation Is Good
Valuentum's President Brian Michael Nelson, CFA, explains why investors should not fear inflation, why government agencies such as the Fed and Treasury are prioritizing something other than price discovery, why the 10-year Treasury rate is a must-watch metric, and why Valuentum prefers the moaty constituents in large cap growth due to their net cash rich balance sheets, tremendous free cash flow generating potential, and secular growth tailwinds.

Dec 7, 2021

Dividend Growth Stocks Soar!
Image: Every stock in the Dividend Growth Newsletter portfolio is in the green today, with a little less than an hour left in the trading session! Image Source: Seeking Alpha. What a day for dividend growth stocks!

Nov 19, 2021

Shares of Dividend Growth Idea Qualcomm Surge Higher
Image Shown: Shares of dividend growth idea Qualcomm Inc have skyrocketed since the start of November in the wake of its latest earnings update and favorable guidance put out during a recent investor day event. Over the next decade, dividend growth idea Qualcomm expects its addressable market opportunity will grow by $100 billion, reaching $700 billion, according to guidance put out during a big Investor Day event held on November 16. We appreciate Qualcomm’s ever-expanding growth runway and include shares of QCOM as an idea in the Dividend Growth Newsletter portfolio. On November 3, Qualcomm reported fourth-quarter fiscal 2021 earnings (period ended September 26, 2021) that beat both consensus top- and bottom-line estimates. Additionally, Qualcomm provided strong guidance for its first-quarter fiscal 2022 in conjunction with that report. Shares of Qualcomm have been off to the races since then, and as of this writing, shares of QCOM yield ~1.5%.

Nov 12, 2021

Hard Work and the Trust That Binds
Image: Terry Johnson. It’s easy to forget how much we’ve been through the past two years. Often, we forget how helpful the warning that markets were going to crash was the weekend before they did on February 22, 2020, “Is a Stock Market Crash Coming? – Coronavirus Update and P/E Ratios,” how we thought dollar-cost-averaging made sense at the bottom in March 2020, and how we went “all-in” in April 29, 2020, “ALERT: Going to “Fully Invested” – The Fed and Treasury Have Your Back,” when we saw the writing was on the wall for this blow off top. If nothing else, these three moves alone during the past couple years have paid for a lifetime of subscriptions.

Nov 5, 2021

Qualcomm Explodes Higher Towards Our Fair Value Estimate; Semiconductor Supply Chain Update
Image Source: Qualcomm's shares have surged toward our fair value estimate. We continue to like shares of this dividend growth giant. Qualcomm remains a free-cash-flow generating juggernaut that has a very healthy dividend. Management surprised the market to the upside with its fiscal fourth-quarter report and guidance and indicated that supply chain issues are “playing out exactly as (they) planned,” as the firm expects supply and demand to be aligned by the second half of 2022. We were pleased by the news and are reiterating our $170 per share fair value estimate and the company as an idea for long-term dividend growth investors.

Oct 29, 2021

Apple Remains a Free Cash Flow Generating Powerhouse
Image Shown: Apple Inc remained a free cash flow generating powerhouse in fiscal 2021. Key line-items are underlined in red and blue. Image Source: Apple Inc – Fourth Quarter of Fiscal 2021 Financial Supplement with additions from the author. Apple is not immune to the headwinds facing global supply chains, though its fortress-like balance sheet and stellar free cash flow generating abilities should enable the firm to ride out near-term hurdles with its bright growth trajectory intact. We are huge fans of the tech behemoth and continue to like shares of AAPL as an idea in both the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio.

Aug 12, 2021

Dividend Growth Idea Qualcomm Enters Bidding War to Bolster Automotive Growth Runway
Image Source: Qualcomm Inc – March 2021 Annual Meeting of Stockholders Presentation. One of our favorite semiconductor plays is Qualcomm. For those just getting familiar with the name, the company is about much more than just supplying components used in smartphones. While the rollout of 5G-capable smartphones will provide Qualcomm’s medium-term financial performance a large boost due to its Snapdragon mobile platform offerings, another key aspect of Qualcomm’s promising growth story is its exposure to the automotive industry.

Jul 29, 2021

Facebook, PayPal, Apple Earnings Reports and More!
Image shown: Qualcomm’s chart is looking mighty attractive. Thus far, second-quarter earnings season has been solid. Investors may be looking to take some profits, but we believe they’ll likely be buying back their favorite ideas toward the back half of the year. The market continues to be a bit cautious on tech in light of growing regulatory concerns in China, and inflationary pressures may temporarily hurt some within the consumer staples arena, but we’re not reading too much into either of these concerns. We maintain our very bullish take on the markets, and we believe that the newsletter portfolios are very well positioned for the ongoing bull market.

Jul 27, 2021

The Valuentum Buying Index as a Differentiating Factor
Image: The Valuentum Buying Index explanatory stock market return model. For illustratiive and educational purposes only. The Valuentum Buying Index should not be used by itself. No other research provider has approached mapping the market in this manner, making Valuentum’s research a differentiating factor behind your practice and a must-have for any investor. No system is perfect, but we continue to be impressed with how well 9- and 10-rated equities have performed, including the most recent 10, Facebook. We hope to continue to help you in all your equity research needs, but please be sure to always do your own due diligence. We can never provide you with buy/sell advice.

Jun 15, 2021

Dividend Growth Idea Qualcomm Proactively Managing Fallout from Global Chip Shortage
Image Shown: Qualcomm Inc, one of our favorite semiconductor firms, noted in March 2021 that the rollout of 5G wireless networks is accelerating which in turn supports its outlook. We include shares of QCOM as an idea in our Dividend Growth Newsletter portfolio. Image Source: Qualcomm Inc – 2021 Annual Meeting of Stockholders IR Presentation. One of our favorite ways to gain exposure to the semiconductor industry is Qualcomm Inc, and we include shares of QCOM as an idea in the Dividend Growth Newsletter portfolio. Qualcomm’s IP portfolio and the “chips” that it designs play an essential role in enabling 5G connectivity in smartphones, powering the digital capabilities of modern automobiles, and supporting wireless network operations (including 5G networks). Qualcomm’s business model remained resilient in the face of headwinds caused by the coronavirus (‘COVID-19’) pandemic. The company’s asset-light business model (relatively modest capital expenditure requirements to maintain a certain level of revenues) enables Qualcomm is generate sizable free cash flows in almost any environment, and its promising growth outlook is underpinned by secular tailwinds.