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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

Jun 19, 2018
Trade Worries Back on the Table
Image Source: Michael Vadon. We think investors shouldn’t overreact, but we didn’t have two world wars in the last century because leaders of superpowers “got along” nicely.
Jun 1, 2018
Dividend Increases/Decreases for the Week Ending June 1
Let's take a look at companies that raised/lowered their dividend this week.
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
Apr 25, 2018
Demand Bouncing Off Multi-Year Bottom at Caterpillar
Improvement in Caterpillar’s underlying end markets is driving its performance, and management took the opportunity following a solid showing in the first quarter of 2018 to raise its bottom-line guidance for the full year. The market, however, did not look favorably on management’s comments that the first quarter should be expected to be the “high-water mark” for the year in terms of margin performance. We’ve updated our fair value estimate of shares.
Apr 18, 2018
ICYMI: Valuentum’s Improved Stock and ETF Web Pages
Valuentum has rolled out improved stock and ETF web pages on its website www.valuentum.com. Now, subscribers can access key proprietary information on the stock and ETF web pages in addition to the customary stock and ETF reports.
Mar 22, 2018
Trump Targets China with Tariffs
Image: Shanghai, China (December 2016), Andrey Filippov. Stock markets in the US are slowly building in the prospect of retaliation (a “trade war”) from China, as a result of President Trump’s new tariffs. We maintain our view that the stock market has been frothy for some time, and the recent volatility may just be the beginning of a reversion to normalized valuations, with or without concerns about global trade.
Mar 12, 2018
The "Luck" and "Randomness" of Index Funds
If the year-to-year performance of active funds relative to index funds can be considered “random,” so then is the year-to-year performance of index funds relative to active funds, regardless of fees and expenses. Image shown: page 1 of 14.
Mar 1, 2018
Trump’s Tariffs Ignite Concerns about Protectionism, Rising Input Costs
Image Source: Michael Vadon. President Trump is making true on his promise to protect the domestic steel and aluminum industries. Input costs may move higher for many global industrials, and the long-term implications of protectionist policy will be tested. We’re not expecting retaliation, but we can’t rule it out either. Rising rates remain our primary concern.
Feb 12, 2018
Stocks Stage Comeback, US Government Budget Released
Image shown: The performance of the Dow Jones Industrial Average since September 2017.The market continues to lick its wounds following the sell-off. We’re watching interest rates and technicals for signs where the market may go next.
Dec 19, 2017
Video: Quants! You're NOT Measuring VALUE and Nelson's Theory of Universal Value
President of Investment Research Brian Nelson defines the concept of universal value and shows how quantitative statistical methods are inextricably linked to those of fundamental, financial, business-model related analysis. Value does not exist in respective process vacuums! Value is universal. Find out why. Running time: ~10 minutes.


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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.