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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.
Feb 12, 2018
Stocks Stage Comeback, US Government Budget Released
Image shown: The performance of the Dow Jones Industrial Average since September 2017.The market continues to lick its wounds following the sell-off. We’re watching interest rates and technicals for signs where the market may go next.
Feb 2, 2018
What Goes Up… Well, You Know the Rest
Groundhog Day proved to be painful for the markets. Though a few companies disappointed with respect to their earnings reports, the real reason for the sell-off is two-fold: the market is overpriced by most metrics and Treasury rates, used within valuation frameworks, are rising.
Jan 29, 2018
The 10-year US Treasury Yield, Trump and Trade and More
We continue to pay very close attention to the benchmark 10-year Treasury yield as it has implications on borrowing costs and discount rates across valuation methodologies.
Jan 14, 2018
2018 Starts Out with a Bang!
Image Shown: An ETF that measures momentum (MTUM) has done considerably better than the S&P 500 since the beginning of 2017. Among its top 5 holdings are Microsoft (MSFT), Apple (AAPL), Boeing (BA)—newsletter holdings that have had excellent value characteristics along the way. Visa (V) is also included in its top 10 holdings. Even some the most bullish and optimistic investors have been surprised by the resiliency of today’s market environment. Why does it seem appropriate to remind members that the stock market doesn’t always go straight up with almost no volatility?
Jan 9, 2018
Microsoft: A Dividend Growth Giant
Image Source: Microsoft. Microsoft is no longer a tech dinosaur. Estimates suggest it is beating Amazon at its own game. We’re huge fans of Microsoft’s free cash flow generation and balance-sheet health and what that means for the dividend. There’s not a lot to dislike about Microsoft, and while the risks are many, few company’s have a stronger business model.
Dec 1, 2017
Shopping for Income Within Retail in a Digital World
Image Source: Mike Mozart. The 2017 holiday shopping season has shown that e-commerce has never been stronger and it will only continue to grow. But there is still potential for income generation among more traditional retailers. Investors must be tremendously discerning in the retail area, however, as margin, and ultimately free cash flow, pressures remain prevalent. We like Walmart, Target, Costco as income ideas in the broader retail space, but TJX Companies and Best Buy may be worth a look, too. We're avoiding the department stores and teen retail like the plague, regardless of their Dividend Cushion ratios.
Nov 27, 2017
Strategy Versus Tactics in the Best Ideas Newsletter Portfolio
Image Source: Anna & Michal. We made a few tactical tweaks to the Best Ideas Newsletter portfolio during 2017. Let’s walk through them, and how we’re out to win the war, not win every battle.
Nov 21, 2017
A “Terrible” Negative Alpha-Generating “Trade” and More
Let’s walk through some of the news before the Thanksgiving holiday, and one of the bigger missteps we made during 2017.
Nov 20, 2017
Valuentum’s “Home Runs” During 2017
Image Source: Keith Allison. We don’t take many swings, but when we do…
Nov 18, 2017
Valuentum's Highest-Rated Economic Castles
Image Source: Dunrobin Castle; Golspie, Sutherland, John Haslam. A look at some of the highest-rated Economic Castles in our coverage universe.



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.