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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.
Latest Valuentum Commentary

May 18, 2018
PayPal Grows Stronger
PayPal scooped up assets that will help it better compete against Square, and we think both entities have a bright future regardless of the increased competition.
Apr 19, 2018
American Express Charges Ahead, Discover's Shares Look Cheap
Image Source: Philip Taylor. American Express delivered strong first quarter results as it begins to transition from its unique spend-centric business model, but Discover's shares may be too cheap to ignore.
Apr 18, 2018
ICYMI: Valuentum’s Improved Stock and ETF Web Pages
Valuentum has rolled out improved stock and ETF web pages on its website www.valuentum.com. Now, subscribers can access key proprietary information on the stock and ETF web pages in addition to the customary stock and ETF reports.
Apr 18, 2018
Bank Earnings Pour In
The banking industry is on solid footing, and while Wells Fargo is creating negative headlines, the first quarter of 2018 was a good one for many financial institutions. Expanding revenue and net income, increased capital-return programs, solid returns on equity, and generally positive commentary, despite an increasingly competitive lending environment, were the norm. A narrowing of spreads on US Treasury instruments may pose a challenge to net interest margin expansion in the group, but there are other opportunities to capitalize on a surging LIBOR and the increasingly volatile equity market environment. All in, the performance in the first quarter of 2018 was “more good than bad” for the banks, and we continue to look for the right price to consider ideas, with many financial entities now trading well in excess of tangible book value per share.
Mar 13, 2018
Our Ideas Are Performing Awesome So Far in 2018!!! 6 of the Top 7 of the Dow!
We’ve done a fantastic job identifying some of the top performers in the Dow Jones Industrial Average during 2018 (6 of the top 7!), but to be fair, a couple haven’t panned out that well either. In any case, we couldn’t be more pleased with the simulated newsletter portfolio ideas.
Mar 12, 2018
The "Luck" and "Randomness" of Index Funds
If the year-to-year performance of active funds relative to index funds can be considered “random,” so then is the year-to-year performance of index funds relative to active funds, regardless of fees and expenses. Image shown: page 1 of 14.
Feb 27, 2018
Buffett’s Berkshire, Corporate Buybacks on Pace for Record; Lithium, Steel Prices on the Move
Image Source: Berkshire Hathaway, Shareholder Letter (2017). “Fifteen common stock investments at year end that had the largest market value.” “The less the prudence with which others conduct their affairs, the greater the prudence with which we must conduct our own.” – Warren Buffett, Shareholder Letter (2017)
Jan 12, 2018
Discount Rates, Growth Rates, and "Skin in the Game"
In episode 18 of his video series "Off the Cuff," President of Investment Research Brian Nelson talks about why it is so important for you to learn the discounted cash-flow model and how to think about discount rates and growth rates within it. He also provides a few perspectives on the concept of "skin in the game," and the areas where it might be good and the areas where it might be bad. Running time: ~12 minutes.
Jan 10, 2018
The New Theorem of the Stock Market
Image Source: Value and Momentum Within Stocks, Too (Valuentum). Learn about the new theorem of the stock market.
Jan 8, 2018
Mutual Fund Tragedy, ROE, and the Time Horizon
Comparisons between growth versus value stocks may never go away, but President of Investment Research Brian Nelson explains why you should know better than to think stocks can easily be divided up as such. He talks about this, as well as the pitfalls of ROE (return on equity) and how to think about the time horizon. Running time: ~10 minutes.


Latest News and Media
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.