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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.
Apr 5, 2019
Dividend Increases/Decreases for the Week Ending April 5
Let's take a look at companies that raised/lowered their dividend this week. Apr 4, 2019
Tesla and GameStop Face Selling Pressure After Notable Disappointments
Image Source: Kamil Murat Yılmaz. Tesla reported a significant shortfall in its first quarter 2019 deliveries amid global distribution growing pains, which called in to question its ability to deliver on its reiterated guidance for 2019. Meanwhile, video game retailer GameStop continues to face challenges presented by headwinds beyond its control and expects its revenue contraction to accelerate in fiscal 2019. We’re not interested in shares of either company. Apr 3, 2019
Risks Remain Prevalent For Mortgage REITs
Image shown: Mortgage REITs have held up better than master limited partnerships (MLPs) since mid-2015, but they haven't exactly done well. For income investors, they may be the lesser of the two pain areas, but we're still not really excited about them.The mortgage REIT space remains inherently risky as it is sensitive to difficult to predict mortgage markets, and many in the group employ significant leverage to augment net interest margins. We prefer more diversified plays on income, and while we dig deep into mREITs in this piece, we think caution is still very much in order. Apr 3, 2019
Facebook’s Huge New Opportunity in Instagram Checkout, Reiterating Fair Value Estimate ~$230
Image Source: Facebook's InstagramWe continue to like Facebook, and we’re huge fans of Instagram Checkout. Many may not know it yet, but Instagram Checkout may mark the beginning of retailers’ websites becoming obsolete. The sell-off last summer in Facebook was a big gift for those that stuck with our thesis. Apr 2, 2019
Lyft Takes a Fall, S-1 Reads Like Business School Homework
Image Source: Lyft S-1Reminiscences of the dot-com boom came back to the markets with the over-hyped initial public offering of Lyft, a stock that continues to get shellacked as its first days as a publicly-traded enterprise. Those that know Valuentum know that we wouldn’t touch such investments with a 10-foot pole. The company lost $43 per share in 2018. Apr 1, 2019
Big Bank Roundup, Bank of America Catches Our Eye
In this article, let’s catch up with how far the big 6 banks in the US have come since the height of the financial crisis exactly a decade hence. We will highlight the improvements in the banking system, some of the key risks, and a few high level thoughts about the individual franchises leading the US banking system. We like Bank of America the most, and we include diversified banking exposure in the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio. Mar 29, 2019
ATTN: Advisors and Planners -- Disruption Is Looming
"With the commoditization of investment advice and intense competition from robos and other more cost-efficient solutions, growth-minded advisors want to create bespoke experiences for clients." -- WealthManagement.com Mar 29, 2019
Best Idea Verint Surges -- Another Fortunate Call
Best Ideas Newsletter portfolio idea Verint (VRNT) surged after it reported fiscal fourth quarter earnings after the close March 27. The company was added to the Best Ideas Newsletter portfolio April 2017. It was a controversial idea, but it is paying off big time! This article was sent to members via email March 27. Note: The Financial Advisor Level member publications will be released April 15. Mar 29, 2019
8 Announcements and Top Research You May Have Missed
8 Announcements. This article was sent to members via email March 27. Mar 29, 2019
Dividend Increases/Decreases for the Week Ending March 29
Let's take a look at companies that raised/lowered their dividend this week.
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