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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 10, 2019
Consider This Blue Chip High Yield Dividend Play
Shares of AT&T moved higher on September 9 after hedge fund manager Elliott Management, run by multibillionaire activist investor Paul Singer, disclosed a $3.2 billion stake in the firm. The hedge fund has big plans for AT&T and is pushing for changes at the telecommunications, media, and entertainment company.
Sep 6, 2019
DGN Holding Realty Income Continues Moving Higher
We like Realty Income and think there’s room for additional upside. As growth in global economic activity continues slowing down, weakening demand for US exports and hurting business confidence, the Federal Reserve is increasingly leaning towards additional rate cuts. REITs are major beneficiaries of a lower interest rate environment, especially those with top quality investment grade credit ratings and nice long growth runways like Realty Income.
Sep 6, 2019
Shares of DGN Holding Digital Realty Climbing Upwards
Image Source: Digital Realty Trust -- IR Presentation. Digital Realty is trading right above the top end of our fair value estimate range as of this writing, but we are keeping this holding in our Dividend Growth Newsletter portfolio given its strong technical performance. We think excitement over the prospect of the Federal Reserve cutting interest rates will continue to drive shares of higher yielding names higher, which includes high-quality data center REITs like Digital Realty.
Sep 6, 2019
Dividend Increases/Decreases for the Week Ending September 6
Let's take a look at companies that raised/lowered their dividend this week.
Sep 5, 2019
Valuentum’s Economic Roundtable: Trade War, Factors and Beyond
The markets rallied hard September 5 on relief that the US and China will go back to the negotiations table next month. This back-and-forth news cycle is enough to give any investor whiplash. Let’s catch up with the Valuentum Team on the latest developments, not only with the trade war but also with respect to factor investing, possible bubbles and beyond.
Sep 5, 2019
The Valuentum Strategy in Action: Why We Are Letting BIN Holding Dollar General Run Higher
Image Shown: Best Ideas Newsletter holding Dollar General Corporation jumped up after posting great performance during the second quarter of its fiscal 2019 on August 29. The company has trounced the market return since it was added to the Best Ideas Newsletter in April 2017. We are letting this winner run higher.We are letting Dollar General run higher because we think the market is just as optimistic, or maybe even more so, on the company’s prospects than we are, indicating there’s room for further capital appreciation. If Dollar General ever wanted to augment its dividend growth story, the firm could pare back its annual share repurchases to make room for significant per share dividend increases.
Sep 4, 2019
The "Hierarchy" of Valuentum Idea Generation
Image: The Valuentum Buying Index rating scale.Let's talk about this hierarchy of idea generation in this note.
Sep 4, 2019
A Tale of Two Package Delivery Companies
Shares of both FedEx Corporation (indicated by the orange line above) and United Parcel Service Inc (indicated by the blue line above) have come under a tremendous amount of pressure over the past year as the industry navigates the fallout from the US-China trade war. Both companies are investing heavily to improve their offerings to stay ahead of the game as large tech companies increasingly encroach on the shipping industry’s traditional turf. The S&P 500 index is indicted by the purple line above.
Sep 3, 2019
Triple-A Rated J&J’s Opioid Liabilities Likely More Than Priced In
Image Source: J&J. Shares of J&J have settled into the high-$120s at the time of this writing, well below our ~$150 fair value estimate. We’re going to stick with J&J in both the Dividend Growth Newsletter portfolio and Best Ideas Newsletter portfolio at this time.
Aug 30, 2019
Happy Labor Day! Updated September Newsletter Release Dates
Image Source: Trending Topics 2019.  On behalf of the Valuentum team, I wanted to wish you a happy and safe Labor Day weekend. If you are taking the day off, I hope that you enjoy a break from all the hard work you do. If you are not taking the day off, I wanted to let you know that we'll be out of the office this weekend and Monday, September 2. We'll be right back at work on Tuesday, September 3, and you should expect both the Dividend Growth Newsletter and High Yield Dividend Newsletter that day. The Exclusive is scheduled for release Saturday, September 7. Have a great Labor Day Weekend, and we are extremely honored to have you as our clients and members. May you continue to have tremendous success in the years to come! -- Brian Nelson, CFA


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.