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Jun 9, 2021
Public Storage and Philip Morris Are Stellar High-Yielding Opportunities
Image Shown: Shares of Public Storage (depicted by the orange line) and Philip Morris International Inc (depicted by the blue line) have outperformed the S&P 500 (depicted by the yellow line) year-to-date as of midday trading on June 9, before taking dividend considerations into account. We continue to be huge fans of Public Storage and Philip Morris and include both firms as ideas in the High Yield Dividend Newsletter portfolio. Public Storage, the self-storage real estate investment trust (‘REIT’) primarily focused on the US, and Philip Morris International, the global tobacco giant behind the Marlboro brand and the IQOS offering, are two of our favorite high-yielding ideas. As one can see in the graphic, shares of PSA and PM have outperformed the S&P 500 year-to-date, as of midday trading on June 9, before taking dividend considerations into account. We include both Public Storage and Philip Morris as ideas in the High Yield Dividend Newsletter portfolio. Jun 8, 2021
News Round Up and Some Answers
Image Shown: Wendy's is the latest stock to be swept away by the meme-stock craze, providing further evidence that 1) markets are inefficient and 2) prices and returns are based on future expectations that may be realized or not. We continue to witness extremely volatile trading in "meme" stocks, including AMC Entertainment and GameStop but the crowd has now moved into restaurants of late, centering on Wendy’s, which soared to an all-time high as a result of positive mentions on the Reddit platform. We think price-agnostic trading--trading that does not pay attention to the underlying value of the security--will create tremendous problems for the financial markets, if not curbed. In the meantime, we continue to watch with a cautious eye. You should, too. Jun 7, 2021
Favorite Miner Newmont Shines Bright
Image Source: Newmont Corporation – June 2021 IR Presentation. On January 13, 2020, we added shares of Newmont Corp as an idea to the Dividend Growth Newsletter portfolio. The gold miner has a top-notch asset base located in favorable mining jurisdictions with ample reserves to maintain and potentially grow its production base over the coming years. Other than gold, Newmont also produces silver, lead, copper, and zinc. We continue to view Newmont as one of the best positioned miners out there and see the company as a way to hedge against growing inflationary pressures. Shares of NEM yield ~3.1% on a forward-looking basis. Jun 4, 2021
Best Idea Vertex Pharma Continues to Impress
Image Shown: We are big fans of Vertex Pharmaceuticals Inc and include shares of VRTX as an idea in our Best Ideas Newsletter portfolio. The biotech firm posted a solid first quarter 2021 earnings report in late-April. Image Source: Vertex Pharmaceuticals Inc – First Quarter of 2021 Earnings IR Presentation. On April 29, Vertex Pharma reported first quarter 2021 earnings that beat both consensus top- and bottom-line estimates. Its GAAP revenues popped higher by 14% year-over-year as sales of its TRIKAFTA/KAFTRIO therapeutic offerings (TRIKAFTA is the US brand name, KAFTRIO is the European brand name) which treat cystic fibrosis (‘CF’) grew by 33% year-over-year. Economies of scale and revenue growth enabled Vertex Pharma to grow its GAAP operating income by 23% year-over-year in the first quarter. We include shares of VRTX as an idea in the Best Ideas Newsletter portfolio and continue to be huge fans of the biotech firm. Jun 4, 2021
Dividend Increases/Decreases for the Week June 4
Let's take a look at companies that raised/lowered their dividend this week. Jun 3, 2021
How to Navigate the Low Return Environment
Image Source: QuoteInspector.com. Investors continue to gamble on meme stocks and cryptocurrencies. There are no shortcuts to success in the markets and focusing on individual security selection within the equity component of the capital structure with a focus on long-term cash-flow-based fundamentals continues to be a prudent strategy, in our view. Success rates within the Exclusive publication, for example, continue to be fantastic. The success rates for capital appreciation ideas (49 of 59) and short idea considerations (53 of 59) in the Exclusive publication are now ~83%% and ~90% from July 2016-May 2021. For investors focused on capital appreciation potential, the Best Ideas Newsletter portfolio may be worth a look. For those with a dividend growth focus, the Dividend Growth Newsletter portfolio has a plethora of ideas. Though AT&T threw us a curve ball with respect to changes in its dividend payout recently, the prudent and diversified nature of the simulated High Yield Dividend Newsletter portfolio continues to deliver, while idea generation remains robust. Many of our options ideas have done quite well, too. We remember when the S&P was trading at about 3,000, and we pegged a fair value range on the S&P 500 of 3,530-3,920, and many thought we were crazy at the time (the S&P 500 now stands at ~4,200 at the time of this writing). You have to understand: Stock prices and returns are based on future expectations and forecasts, a truism that AMC Entertainment’s trading activity has all but proven. AMC defeats efficient markets theory. AMC defeats value versus growth. AMC defeats backward-looking analysis. Finance is dead. The field must evolve. Long live Value Trap. Jun 1, 2021
ICYMI -- Video: Exclusive 2020 -- Furthering the Financial Discipline
In this 40+ minute video jam-packed with must-watch content, Valuentum's President Brian Nelson talks about the Theory of Universal Valuation and how his work is furthering the financial discipline. Learn the pitfalls of factor investing and modern portfolio theory and how the efficient markets hypothesis holds little substance in the wake of COVID-19. He'll talk about what companies Valuentum likes and why, and which areas he's avoiding. This and more in Valuentum's 2020 Exclusive conference call. May 28, 2021
Best Idea Dollar General Beats Estimates and Raises Guidance
Image Source: Dollar General Corporation – Fiscal 2020 Annual Report. On May 27, Dollar General Corp reported first-quarter earnings for fiscal 2021 (period ended April 30, 2021) that smashed past consensus top- and bottom-line estimates. The company raised its full year guidance for fiscal 2021 in conjunction with its latest earnings report. We continue to be big fans of Dollar General and include shares of DG as an idea in the Best Ideas Newsletter portfolio. Dollar General is a discount retailer that is focused on catering to small cities and towns in the US with populations of 20,000 or less. These are regions where e-commerce operations with a home delivery component have historically had a difficult time meeting customer demand in an economical manner. The discount retailer’s business model has so far proven to be resilient in the face of the proliferation of e-commerce, and we expect that will continue being the case in the coming years. May 28, 2021
Nvidia Growing at a Brisk Pace Amid Chip Shortage
Image Source: Nvidia Corporation – GTC Spring 2021 Investor Day Presentation. On May 26, Nvidia Corp reported first quarter earnings for fiscal 2022 (period ended May 2, 2021) that beat both consensus top- and bottom-line estimates. Demand for Nvidia’s chips used in data center and gaming offerings remains robust. Looking ahead, Nvidia provided guidance for the fiscal second quarter during its latest earnings update that indicated its strong performance was expected to continue. May 28, 2021
Dividend Increases/Decreases for the Week May 28
Let's take a look at companies that raised/lowered their dividend this week.
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