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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for
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Latest
Valuentum Commentary
Apr 17, 2014
IBM Continues to Lose Its Luster
Big Blue is using share buybacks to hit earnings-per-share targets at the expense of economic value creation. This is low-quality performance, and we don’t think Warren Buffett, its largest holder, will tolerate such activity for much longer. Mar 3, 2014
Buffett’s 2013 Annual Letter to Shareholders
We think there’s one very important takeaway in it that all investors should accept. Jan 3, 2014
Buffett Doubles Down on USG; Teva Expected to Appoint New CEO; Crude by Rail Transportation Comes under Scrutiny
Buffett more than doubles stake in wallboard maker USG, generic pharmaceutical giant Teva rumored to find CEO, while concerns about crude-by-rail heighten. Sep 25, 2013
Take the Money and Run: Fairfax Bails Out Blackberry
Fairfax Financial gives Blackberry shareholders an exit. Sep 13, 2013
Air Quality Standards Take Aim at Coal
Pollution is back at the forefront, and the coal industry is under attack. Sep 10, 2013
Molex Shareholders Should Be Pleased with Koch’s Bid
Koch Industries will pay $38.50 per share for the electronic components maker. We think shareholders received a fantastic deal. Aug 7, 2013
Buffett Proves Berkshire Is More Than an Index
Investors accuse Berkshire of being an index, but shares have significantly outperformed the S&P 500 year-to-date. Aug 5, 2013
Which Sectors Are Leading the Market Higher? And Why Is This Important?
Identifying sector and industry leadership is very important for the institutional money manager as doing so often leads to undervalued firms that are just starting to have their value recognized by the market — Valuentum stocks. Let’s dig into which sectors have been strong and which ones have been weak so far in 2013. Jul 1, 2013
Valuentum’s Joint Outlook for the Railroad and Coal Industries
The North American railroad industry is joined at the hip with the fortunes of domestic coal producers. Let’s dive into what the future holds for both the railroad and US coal mining industries. Jun 17, 2013
Best Ideas Newsletter Holding DirecTV is on the Verge of Acquiring Hulu
It appears DirecTV could acquire Hulu. We really like the deal as cheap insurance against “cutting the cord” and to keep it out of competitors’ hands. 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
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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
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and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.
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