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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

Dec 14, 2018
Costco Sinks on Margin Pressures
Image Source: Mike Mozart. Wholesale food retailer Costco disappointed investors with its fiscal first quarter report as margin pressures outweighed strong comparable sales performance.
Nov 28, 2018
Cardinal Health Battling Bottom-Line Headwinds
Image Source: Global Panorama. Healthcare product distributor and Dividend Aristocrat Cardinal Health has had its share price performance in 2018 dampened by a number of factors, including generic drug price deflation weighing on its ‘Pharmaceutical’ segment, struggles in its ‘Medical’ segment, and the potential for disruption within its industry.
Sep 27, 2018
HCA Healthcare - Building Out a Healthcare Network
Image Source: HCA second-quarter 2018 Investor Update. We are becoming increasingly intrigued by the consolidation occurring in the hospital sector as HCA Healthcare is well on its way to developing a dominant position in some of the more populated states in the US.
Sep 5, 2018
There Is Milk At The Store
"Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning." -- Winston Churchill
Aug 17, 2018
ICYMI -- Podcast: 2nd Annual Nelson Exclusive Yearly Round Up Call
President of Investment Research at Valuentum Brian Nelson talks the markets, valuations, the economy, the consumer and various other trends from crude oil to cryptocurrency to geopolitical risks to corporate tax reform and beyond. Running time ~25 minutes.
Aug 8, 2018
Amazon Powers Ahead; Continues to Disrupt Grocers
Image Source: Dominic Smith. Amazon continues to impress as its operating leverage makes itself evident, and its integration of Whole Foods with its Prime Membership seems to improve with each subsequent update.
Aug 6, 2018
Valuentum’s Weighted Average Cost of Capital (WACC) Distribution
The weighted average cost of capital is one of the most subjective measures in corporate finance, but it is also one of the most important ones.
Jun 28, 2018
Amazon: The Destroyer of Other Companies’ Profits
Image Source: Victor. Amazon is stepping into the pharmacy business with the purchase of online pharmacy start-up PillPack. The market is implying the move will prove to be more than just a headache for those operating in the drug store/pharmacy and drug-distributor complex. Whether the impact will be significantly material in the coming years remains to be seen, but it’s a big directional negative for impacted parties.
May 30, 2018
Study: Valuentum's Best Ideas Newsletter Portfolio
"Though we largely achieved the Best Ideas Newsletter portfolio’s goals in advancing the newsletter portfolio each publication year (ends December 15) and achieving relative outperformance and risk-adjusted superiority to the benchmark, we may have done even better had our equity allocation been full during the measurement period." -- Brian Nelson, CFA
May 25, 2018
CVS Health Story Unchanged; Still Okay with Its Removal
Image Source: Mike Mozart. CVS Health continues to face long-term threats to its business, and relatively weak near-term performance expectations have done little to inspire confidence. The company’s long-term debt load has exploded as it prepares to acquire Aetna, and we don’t expect the company to bounce back onto our radar given the materially increased financial leverage amidst other challenges.


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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.