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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.
Jun 4, 2012
How Would a Double Dip Impact Retailers?
Though we don't think a double-dip recession in the US is around the corner, we outline our views on how the general economy and employment trends impact same-store-sales performance across the consumer spectrum.
May 17, 2012
Strong First-Quarter Results from Dick’s Sporting Goods Bode Well for Athletic Apparel
Dick's Sporting Goods posted strong first-quarter results, but the potential impact from encroaching online competition remains unclear. We think Nike is a much better idea for investors looking to gain exposure to the athletic retail space.
Apr 28, 2012
Amazon's Investments Drive Sales Growth
E-commerce stalwart Amazon reported first-quarter sales and earnings that blew past consensus estimates. However, we remain on the sidelines based on valuation (the first and most important component of our Valuentum Buying Index).
Mar 29, 2012
We Can't Rule Out That Best Buy Won't Eventually Go the Way of Circuit City; VBI Score: 3
Best Buy's recent transformational plan speaks of desperation as it struggles to compete with Amazon, which dominates online retailing, and Apple, which offers its products through company-owned channels. We remain on the sidelines with respect to Best Buy's shares.
Feb 21, 2012
Walmart's Fiscal Fourth-Quarter Results and Outlook Disappoint; US Comparable Sales Performance Continues to Improve
Walmart posted fiscal fourth-quarter results and issued an outlook for fiscal 2013 that disappointed most investors. The largest retailer in the world continues to face tough competition from the likes of Amazon and dollar-store rivals. Though we remain on the sidelines with respect to Walmart's shares, we were encouraged by positive traffic trends in its domestic operations. 
Feb 2, 2012
Amazon's Fourth-Quarter Earnings Leave Much to Be Desired
We don't think investors will be rewarded in Amazon's stock until it can demonstrate meaningful and sustainable earnings expansion.
Jan 24, 2012
Will Microsoft’s Mobile Strategy Lead to its Revival?
We dive into the mobile strategy of one of the larger holdings in the portfolio of our Dividend Growth Newsletter.
Dec 13, 2011
Best Buy's Fiscal Third-Quarter Results Disappoint; Excessive Promotions and Weakness in Europe to Blame
Best Buy posted poor fiscal third-quarter results. We are placing our fair value estimate of the firm under review while we reassess the company's aggressive pricing actions on long-term profitability.
Dec 9, 2011
Chipmakers Face Weaker Demand; Texas Instruments, Lattice Semi, and Altera Cut Fourth-Quarter Guidance
There have been a plethora of guidance revisions in the chip space in the past couple of days, suggesting broad-based weakness, with the exception of chip demand for wireless applications (smartphones). We're not making any changes to our fair values for companies in the semiconductor space at this time and maintain that Intel is our favorite idea in the group.
Dec 8, 2011
Fusion-iO May Have the Technology of the Future But Expectations Are Incredible
Investors should know about this interesting firm and its technology, but given the risks inherent to the stock, we think there may be a more attractive entry point in the periods ahead. We believe Fusion-iO is priced for perfection.


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.