Valuentum Exclusive Analysis for the Discerning Investor

Symbol Keyword

Dec 13, 2014

Dividend Increases for the Week Ending December 12
Let's take a look at dividend increases for the week ending December 12.

Oct 10, 2014

The Correction: Draghi; Chip, Telecom Warnings; Oil and MLPs
“Without reform, there can be no recovery.” – European Central Bank President Mario Draghi

Sep 5, 2014

Dividend Increases for the Week Ending September 5
Let's take a look at dividend increases for the week ending September 5.

Jun 23, 2014

Why Analytical Experience Matters
Dividend growth investors -- or any investor for that matter -- shouldn’t just plug and chug numbers. An understanding of the firm and its industry is vital to making sure the company can sustainably pay dividends through the course of the economic cycle.

Jun 9, 2014

Dividend Increases for the Week Ending June 6
Let's take a look at dividend increases for the week ending June 6.

Apr 4, 2014

Focus on a Rules-Based Process Not on Short-term Outcomes
Let’s walk through why having a repeatable, measurable process is important.

Mar 7, 2014

Dividend Increases/Decreases for the Week Ending March 7
Let's take a look at dividend increases/decreases for the week ending March 7.

Dec 13, 2013

Dividend Increases/Decreases for the Week Ending December 13
Let's take a look at dividend increases/decreases for the week ending December 13.

Mar 15, 2013

Firms Raising Their Dividends In The Week Ending March 15
Another solid week of dividend increases.

Feb 25, 2024

We Remain Bullish; Is This 1995 – The Beginning of a Huge Stock Market Run?
Image: Large cap growth stocks have trounced the performance of the S&P 500, REITs, and bonds since the beginning of 2023. We expect continued outperformance in this area of the market. We’re now roughly four years past the depths of the COVID-19 meltdown, where equities collapsed in February and March of 2020. As the markets began to recover through 2020, our long-term conviction in equities only grew stronger. We think the biggest risk for long-term investors remains staying out of the market on the basis of what could be considered stretched valuation multiples. As we outlined heavily in the book Value Trap, valuation multiples hardly tell the complete story about a company and often omit key long-term earnings growth, cash flow dynamics, and balance sheet health considerations. We remain bullish on equities for the long haul, and we think the next couple years will be incredibly strong. Our best ideas can be found in the Best Ideas Newsletter portfolio, Dividend Growth Newsletter portfolio, High Yield Dividend Newsletter portfolio, ESG Newsletter portfolio, and via the Exclusive publication as well as options idea generation.