Member LoginDividend CushionValue Trap |
Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Jan 25, 2019
Brian Nelson - Author - Value Trap - Valuentum
Wall Street doesn’t know it has a problem. Index and quantitative investors have been free-riding on the backs of active managers for years, but growth in price-agnostic trading may finally have reached the tipping point. Brian Nelson, former Director of Methodology at Morningstar and President of Investment Research at Valuentum, explains how enterprise valuation forms the Theory of Universal Valuation and why a focus on it may not only help you avoid value traps, but also save you from the next financial crisis. This is a 356 page book, including Preface, Notes, Bibliography and Index. Jan 25, 2019
Dividend Increases/Decreases for the Week Ending January 25
Let's take a look at companies that raised/lowered their dividend this week. Jan 24, 2019
Xilinx Rides Momentum to Impressive Free Cash Flow Generation
Image Source: Xilinx Analyst Day presentation. Recent addition to the simulated Dividend Growth Newsletter portfolio Xilinx continues to impress with its robust free cash flow generating capacity, and the company is taking advantage of momentum in key end markets as its top-line growth has been nothing short of impressive. Jan 24, 2019
Our Report on the Regional Banks and Asset Management Stocks
Image Source: Carlssa Rogers. Our report on the Regional Banks and Asset Management companies can be found in this article. Report includes AB, AINV, AMP, ARCC, BCH, BEN, BGCP, BKU, BLK, BMO, BNS, CM, FSIC, ISBC, KKR, LAZ, LM, MAIN, MTB, NABZY, NYCB, OCN, PBCT, PFG, PSEC, RY, SBNY, SBSI, STT, TCBI, TD, VLY, WBK. Jan 23, 2019
Consumer Staples Giants Fight Input Cost Inflation
Image source: Procter & Gamble fiscal second quarter presentation. Procter & Gamble and Kimberly-Clark reported calendar fourth quarter earnings January 23, and both were able to deliver organic sales growth in the period. Commodity cost inflation and currency weakness are key headwinds to keep an eye on moving forward as they have weighed on margin performance, particularly at Kimberly-Clark as Procter & Gamble reported impressive productivity cost savings. Jan 23, 2019
Consider Selling Discipline = Systematic, Forward-looking, Repeatable
Image shown: An illustration of Valuentum's call on Kinder Morgan during 2015. You can read about this in more detail in the Preface of Value Trap: Theory of Universal Valuation. For a consider-selling discipline to be successful, it must be systematic, forward-looking and repeatable. The Valuentum process worked equally well with General Electric during 2017 (image later in note). No changes to simulated newsletter portfolios. Jan 22, 2019
Johnson & Johnson Overcoming Pharma Pricing Pressure
Image Source: Johnson & Johnson fourth quarter presentation. Johnson & Johnson’s ‘Pharmaceutical’ segment continues to deliver top-line growth despite ongoing headwinds related to net price decreases in the US pharma space. The company remains one of our favorite dividend growth ideas as its higher-growth ‘Pharmaceutical’ segment is augmented by a solid ‘Consumer’ business and improving ‘Medical Devices’ business. Jan 20, 2019
Conference Call Coming Soon, Catch Up This Weekend
Image shown: The markets continue to rally significantly since the near-term bottom in December. Here's the email we sent to members December 26. No changes to simulated Best Ideas Newsletter portfolio and simulated Dividend Growth Newsletter portfolio (contact us if you missed the latest notification regarding the simulated High Yield Dividend Newsletter portfolio). Jan 20, 2019
Markets Continue to Recover
Image shown: The markets continue to rally significantly since the near-term bottom in December. The decision to move the cash "weightings" to zero in the simulated portfolios of the Best Ideas Newsletter and Dividend Growth Newsletter during the trading session December 27 has been quite rewarding for members that have been following our research and newsletters. The S&P 500 SPDR. No Changes to Simulated Newsletter portfolios Jan 20, 2019
Schlumberger Enters 2019 with Optimism
Image source: Schlumberger investor presentation. We recently put Schlumberger on members' radars, and it appears as though the market is picking up on what we've been highlighting as shares surged following its fourth quarter report.
prev12345678910111213141516171819202122232425
26272829303132333435363738394041424344454647484950 51525354555657585960616263646566676869707172737475 767778798081828384858687888990919293949596979899100 101102103104105106107108109110111112113114115116117118119120 121122123124125126127128129130131132133134135136137138139140 141142143144145146147148149150151152153154155156157158159160 161162163164165166167168169170171172173174175176177178179180 181182183184185186187188189190191192193194195196197198199200 201202203204205206207208209210211212213214215216217218219220 221222223224225226227228229230231232233234235236237238239240 241242243244245246247248249250251252253254255256257258259260 261262263264265266267268269270271272273274275276277278279280 281282283284285286287288289290291292293294295296297298299300 301302303304305306307308309310311312313314315316317318319320 321322323324325326327328329330331332333334335336337338339340 341342343344345346347348349350351352353354355356357358359360 361362363364365366367368369370371372373374375376377378379380 381382383384385386387388389390391392393394395396397398399400 401402403404405406407408409410411412413414415416417418419420 421422423424425426427428429430431432433434435436437438439440 441442443444445446447448449450451452453454455456457458459460 461462463464465466467468469470471472473474475476477478479480 481482483484485486487488489490491492493494495496497498499500 501502503504505506507508509510511512next 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.
|