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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.
Sep 7, 2021
Update on Best Idea Alphabet’s Self-Driving Taxi Upside
Image Shown: Shares of Alphabet Inc Class C have boomed higher year-to-date as of early-September 2021. We see ample room for additional upside. We are huge fans of Alphabet and include Alphabet Class C shares (ticker: GOOG) as a top-weighted holding in the Best Ideas Newsletter portfolio. Our fair value estimate for Alphabet Class C shares sits at $3,500 per share, well above where GOOG is trading at as of this writing. Should Waymo, the company's self-driving unit, one day get commercialized, that upside is purely incremental to our fair value estimate, highlighting why we are such huge fans of the digital advertising behemoth.
Sep 3, 2021
Best Idea PayPal Is a Tremendous Enterprise with Ample Capital Appreciation Upside
Image Source: PayPal Holdings Inc – 2021 Investor Day Presentation. PayPal is a stellar enterprise with rock-solid financials. The company is incredibly free cash flow positive and carries a pristine balance sheet while also sporting tremendous pricing power. We continue to be enormous fans of the fintech giant and expect to hear more great things from the company going forward. PayPal’s growth outlook is incredibly bright, and we forecast the company’s free cash flows will swell higher over the years and decades to come. Management noted during the firm’s 2021 Investor Day event that the goal is to allocate 30%-40% of PayPal’s future free cash flows towards share repurchases over the medium-term. We view PayPal’s capital appreciation upside quite favorably and continue to like the company as an idea in the Best Ideas Newsletter portfolio with a sizable 'weighting' in the portfolio.
Sep 3, 2021
Dividend Increases/Decreases for the Week September 3
Let's take a look at companies that raised/lowered their dividend this week.
Aug 31, 2021
Best Idea Vertex Pharma Marching Forward with Innovative CRISPR Technology
Image Shown: An overview of Vertex Pharmaceuticals commercialized drug portfolio and pipeline. Image Source: Vertex Pharmaceuticals Inc – Second Quarter of 2021 IR Earnings Presentation. The world of medicine and therapeutics continues to evolve, with gene editing CRISPR technology offering the medical community an immense source of potential life-saving therapies over the years and decades to come. Vertex Pharma is well-positioned to capitalize on any potential CRISPR technology breakthroughs, and we continue to like shares of VRTX as an idea in the Best Ideas Newsletter portfolio. Should the company's experimental gene-editing therapy CTX001 get commercialized, that would provide Vertex Pharma with an incredibly powerful growth catalyst, complementing its existing portfolio of commercialized drugs that treat cystic fibrosis (‘CF’).
Aug 29, 2021
Best Idea Newsletter Portfolio Idea Dollar General Provides Key Update for Investors
Image Source: Dollar General Corporation – Fiscal 2020 Annual Report. On August 26, Dollar General Corporation reported second-quarter earnings for fiscal 2021 (period ended July 30, 2021) that beat both consensus top- and bottom-line estimates. Dollar General updated its full fiscal year guidance in conjunction with its latest earnings report in a favorable manner, though investors were expecting more, and shares of DG fell moderately after the report was published. We continue to like Dollar General as an idea in the Best Ideas Newsletter portfolio, however.
Aug 27, 2021
Dividend Growth Idea Dick’s Sporting Goods Announces Great News
Image Shown: Dividend Growth Idea Dick’s Sporting Goods Inc has put up tremendous performance of late. On August 25, Dick’s Sporting Goods reported second-quarter earnings for fiscal 2021 (period ended July 31, 2021) that soared past consensus top- and bottom-line estimates. Furthermore, Dick’s Sporting Goods raised its full-year guidance for fiscal 2021, doubled its minimum share buyback program to $0.4 billion for fiscal 2021, increased its regular quarterly dividend by 21% on a sequential basis to $0.4375 per share (bringing its annualized payout up to $1.75 per share), and announced a special dividend of $5.50 per share during its latest earnings update. We are incredibly pleased with the company’s performance of late. Dick’s Sporting Goods is included as an idea in the Dividend Growth Newsletter portfolio.
Aug 27, 2021
Dividend Increases/Decreases for the Week August 27
Let's take a look at companies that raised/lowered their dividend this week.
Aug 24, 2021
We Continue to Be Big Fans of Ameresco
Image Source: Ameresco Inc – August 2021 IR Presentation. The economic and investment landscape is changing, and Ameresco is well-positioned to capitalize on the “green energy revolution” and growing interest in environmental, social, and governance (‘ESG’) investing standards. Ameresco’s focus on reducing operating costs for its clients while bolstering their green energy credentials and helping secure financing for the relevant projects underpins the value proposition of the company’s offerings. We first covered Ameresco in detail through an article published back in August 2020 and followed up on that work in a subsequent article published in November 2020 and provided a brief update on the firm in a piece published in January 2021. Shares of AMRC have more than doubled since we published our first article covering the name as of mid August 2021, and we think there is ample room for additional capital appreciation upside.
Aug 22, 2021
Kohl’s and Macy’s Bounce Back But Long Term Remains Ominous
Image Source: Kohl’s Corporation – Second Quarter of Fiscal 2021 IR Earnings Presentation. In this article, we cover the recent earnings reports of two US department stores as the domestic economy steadily emerges from the worst of the coronavirus (‘COVID-19’) pandemic, keeping headwinds from the “delta” variant in mind. The department store business model continues to lose share from e-commerce and specialty retailers. Amazon is also considering opening large physical retail operations that would largely resemble department stores, starting with locations in California and Ohio. The long term remains ominous for department-store retail, in our view.
Aug 20, 2021
Dividend Increases/Decreases for the Week August 20
Let's take a look at companies that raised/lowered their dividend this week.



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.