Valuentum Exclusive Analysis for the Discerning Investor

Symbol Keyword

Oct 22, 2015

Nelson: Time to Consider Buying Kinder Morgan?
Now that everyone else was wrong, what now? The firm's new “sophisticated financing mechanism” is its very own revolving credit facility, in our view.

Oct 19, 2015

Profit Taking in Hasbro’s Shares
We think investors are taking some off the table in Hasbro’s shares. The licensing giant’s fundamentals remain sound, and a convergence to our $71 per share fair value estimate should not be surprising, even if on the surface it represents a rather large move lower.

Oct 15, 2015

Intel May Have a Breakout Year in 2016
Intel posted a better-than-expected third quarter, and we think the chip giant will have a breakout year in 2016.

Oct 5, 2015

Time to Scoop Up More GE? Another Activist Stake in Yet Another Newsletter Portfolio Holding
Nelson Peltz has taken the fight to General Electric. We think GE’s shares are undervalued, and the firm comes with a nice dividend to boot.

Oct 1, 2015

Understanding Your MLP's Financially-Engineered Equity Value
Let’s cover some ground, some of it new, some of it old, but all of it worth repeating.

Sep 25, 2015

Recent M&A Activity
Let’s take a look at some recent M&A activity across the market.

Sep 18, 2015

The Fed Freezes; Outlook as Bad as Feared or Worse?
The global economy may be far worse than even some pessimists believe, as the need for a continued ZIRP (zero interest-rate policy) remains the Fed’s tactic, at least for now.

Sep 15, 2015

As the World Turns
We’re keeping our eyes on a number of things. First, we’re monitoring property prices in Shanghai and in other larger Chinese cities to assess the potential calamity that falling housing prices and deflation would have on the country’s banking sector and the likelihood of contagion via the British banks, HSBC and Standard Chartered, and the US ones, namely Citigroup and JP Morgan. Second, we’re watching the price of crude oil closely, as its fall will have huge implications on the earnings trajectory of companies that benefit (airlines, restaurants) as well as the ones that suffer (upstream and energy services). The net effect of falling crude oil prices has thus far been negative for S&P 500 earnings, but this may change as the energy sector becomes an ever-smaller part of index construction. Third, who can forget about the Fed, the expected duration of any tightening monetary cycle, and the resulting implications on dividend-paying stocks as Treasury yields rise?

Sep 14, 2015

iPhone Demand Remains Strong
Recent concerns about Apple’s performance in China amid economic weakness in the country may be put to rest with the coming of the iPhone 6s and 6s Plus.

Sep 11, 2015

Business as Usual at Apple
Apple revealed its most recent product updates and advancements in its special event on September 9.