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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Aug 11, 2019
In the News: Amazon, GE, Kraft-Heinz, Disney, CVS Health, Gilead
We're reiterating the large range of fair value outcomes for Amazon. We're staying far away from General Electric and Kraft-Heinz. Netflix may have its back against the ropes with Disney Plus. CVS Health and Gilead were two setbacks in the newsletter portfolios in the past, but we kept losses to a minimum and new ideas more than offset the weakness. The Best Ideas Newsletter portfolio continues to do very well.
Aug 7, 2019
Join the Conversation on the Market Plunge
The Valuentum team shares its thoughts on the recent surge in volatility and collapse in interest rates amid a trade and currency war between two of the largest economies in the world, the US and China.
Jul 30, 2019
Apple Breaking Out After Hours!
Apple is a top-weighted idea in the Best Ideas Newsletter portfolio and is also a mid-weighted idea in the Dividend Growth Newsletter portfolio. We added to Apple in both the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio in December 2018, and we added to it yet again in April 2019. We continue to like shares and value them at ~$220 each. We expect a modest upward revision following the report.
Jul 25, 2019
Google, Intel -- Yes!
Let's talk Google and Intel, remind you that we've removed Chipotle, Xilinx, and Boeing from the newsletter portfolios some time ago. I'll talk a little about PayPal's run higher and address some other themes, including contingent liabilities with J&J and 3M.
Jul 25, 2019
Viewing Intrinsic Value as a Range of Outcomes: Tesla’s Margins Come Under Fire in Second Quarter, Shares Sell Off
Image Source: The Valuentum Buying Index almost called the top in Tesla's shares. Tesla shares are under considerable pressure, and we can understand why. Investors are concerned positive free cash flows may be farther away than previously anticipated as Tesla’s margins come under pressure from its transition into the mass-market via the Model 3 offering. We value shares of TSLA at $219 per share at the midpoint of our fair value estimate range and are staying away from the electric automaker as it doesn’t appear the company is firing on all cylinders just yet.
Jul 18, 2019
Goldman Sachs May Continue to Suffer
Image Source: Goldman Sachs 2Q2019 Earnings Presentation.  We don’t find Goldman to be very attractive trading above its tangible book value when its return on capital barely clears its cost of capital in the 10th year of a bull market.
Jun 16, 2019
Valuentum's June Best Ideas Newsletter
Image: Page 49, June edition of American Library Association Booklist."I hope that my book Value Trap: Theory of Universal Valuation marks a turning point in the financial research industry. To you and me, 1) looking forward, 2) understanding that stock values are based on future expectations, and 3) calculating intrinsic value is simply par for the course. If other investors are not doing this, it should be no surprise that they are failing miserably. 90% underperformance! I hope my book serves as a wake up call for readers to demand forward-looking analysis and research that calculates a best fair value estimate." -- Brian Nelson, CFA
Jun 3, 2019
US Government Launches Anti-Trust War Against Alphabet, Apple, and Facebook
Image shown: Technology shares took a beating during the trading session June 3.The DOJ and FTC are coming after Alphabet. Apple, and Facebook, and we can’t help but feel the moves are in some ways politically motivated. Even if regulators decide to break up these companies, it doesn’t mean that they will “confiscate” their businesses. Worst case scenario, perhaps pieces of their businesses would be auctioned off at arguably above-market prices, which could be a net positive.
May 13, 2019
When We Get It "Wrong" -- How To Think About Our Methodology In Action
Let's talk about the newsletter portfolios, some areas where we've made mistakes, and how some members use our services.
May 7, 2019
Recently Asked Questions
Image Source: Eric. Let’s cover some recently asked questions for the benefit of all.


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.