Valuentum Exclusive Analysis for the Discerning Investor

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Apr 13, 2015

You Have to Want to Serve
One of the largest holdings in the Best Ideas portfolio and Dividend Growth portfolio was up 10% Friday, but that is still not good enough for the investor. What gives?

Jan 3, 2015

Fantasy Yields Are For Fools
Don’t be fooled into thinking 10%+ dividend yields are sustainable, especially in an interest rate environment that is a fraction of such an abnormal return. In the cases of most double-digit dividend yields, it is highly probable that the dividend will eventually be cut, and your capital invested in the company may become permanently impaired.

Dec 22, 2014

Dividend Increases for the Week Ending December 19
Let's take a look at dividend increases for the week ending December 19.

Sep 22, 2014

Dividend Increases/Decreases for the Week Ending September 19
Let's take a look at dividend increases/decreases for the week ending September 19.

Jul 28, 2014

Dividend Increases/Decreases for the Week Ending July 25
Let's take a look at dividend increases/decreases for the week ending July 25.

Aug 30, 2013

Firms Raising Their Dividends in the Week Ending August 30
Let's take a look at some dividend increases that happened during the week.

Dec 23, 2011

Yahoo Mulls Asian Asset Swap; Risk Remains to the Downside
Yahoo reportedly has plans to engage in a tax-free asset swap with its Asian assets. We think the move, if completed, will shore up the firm's finances. However, long-term investors can find better firms in the Internet sector than the beleaguered search-engine company.

Mar 11, 2024

How Some Members Use Valuentum’s Investment Services
We serve a wide variety of investors, including dividend growth investors, value investors, and pure Valuentum investors, among others. Many different types of investors and professionals use our research and financial analysis in a whole host of applications from individual stock-selection to the evaluation of closed-end funds to an overlay in a money-management setting and beyond. The Best Ideas Newsletter portfolio seeks to find stocks that have good value and good momentum characteristics and typically targets capital appreciation potential over a longer-term horizon. The Dividend Growth Newsletter portfolio seeks to find underpriced dividend growth gems that generate strong levels of free cash flow and have pristine, fortress balance sheets, translating into excellent Valuentum Dividend Cushion ratios. The High Yield Dividend Newsletter portfolio seeks to find some of the highest-yielding stocks supported by strong credit profiles and solid business models, but not always robust traditional free cash flow. Ideas in this newsletter offer higher-yielding opportunities, but also much higher capital and income risk. We also offer a full suite of products to financial advisers (gold level) that range from a more extensive Excel-based screening tool (the DataScreener) to 'Ideas' and 'Dividend' publications that are released on a quarterly basis. Our research product includes hundreds of stock reports, fair values, fair value ranges, associated commentary, as well as dividend reports with Valuentum Dividend Cushion ratios and expected dividend growth rates. Silver and gold-level members can add the Valuentum Exclusive or additional options commentary/ideas to their plans. The Exclusive publication is a part of the institutional (platinum) level membership.

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.

Jan 28, 2024

14%+ Yielding AGNC Investment May Be Worth a Trade
Image: AGNC Investment has managed to level out its dividend payments following a few years of dividend cuts. We’ve never been fans of the mortgage REIT arena, but some stabilization in the marketplace is likely to be expected, allowing a window for investors to generate what could be a very nice dividend yield on an otherwise very risky, leveraged area. As of the end of last year, AGNC Investment Corp. ended the year with $8.70 in tangible net book value, which increased 7.7% from September. Though the stock trades at a slight premium to its tangible net book value at the time of this writing, management’s positive commentary indicates to us that tangible book value may be poised to rise nicely given a more sanguine backdrop. AGNC Investment Corp. is not for long-term investors, but with its 14%+ dividend yield, the stock could make for a very nice high yield dividend income trade, in our view.