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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

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.
Dec 20, 2017
Dividends: Costco and Walmart
Image Source: Fiscal Year 2017 Annual Report. The retail sector is undergoing a revolutionary change to its traditional business model of delivering value to customers in a brick-and-mortar format with a tepid nod towards an e-commerce platform. There will inevitably be winners and losers from such a massive paradigm shift to online, but we think Costco and Walmart will be able to adapt effectively, while delivering a tidy dividend to boot. We do not believe Amazon will rule the world.
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.
Dec 7, 2017
Altria Back Above $70, Dollar General Pleases, Verint Sells Off
Image shown: Dollar General's stock has performed very well since being added to the Best Ideas Newsletter portfolio. We were very happy to see newsletter portfolio idea Altria surge back above $70 per share in recent days. Dollar General continues its strength as the economy churns out more of its demographic, and we continue to believe the dollar store arena may be one of the few spaces of retail that is truly insulated from the Amazon effect. Verint Systems, on the other hand, has faced selling pressure, which we think is flat-out unwarranted.
Dec 1, 2017
Shopping for Income Within Retail in a Digital World
Image Source: Mike Mozart. The 2017 holiday shopping season has shown that e-commerce has never been stronger and it will only continue to grow. But there is still potential for income generation among more traditional retailers. Investors must be tremendously discerning in the retail area, however, as margin, and ultimately free cash flow, pressures remain prevalent. We like Walmart, Target, Costco as income ideas in the broader retail space, but TJX Companies and Best Buy may be worth a look, too. We're avoiding the department stores and teen retail like the plague, regardless of their Dividend Cushion ratios.
Nov 27, 2017
Strategy Versus Tactics in the Best Ideas Newsletter Portfolio
Image Source: Anna & Michal. We made a few tactical tweaks to the Best Ideas Newsletter portfolio during 2017. Let’s walk through them, and how we’re out to win the war, not win every battle.
Nov 26, 2017
How to Think About Corporate Tax Reform
Image Source: DonkeyHotey. Donald Trump and team are working hard to “Make America Great Again,” and lowering tax rates on corporations is a key initiative. Nobody knows for sure whether such efforts will come to fruition, but knowing how to use our research and understanding the fair value estimate range puts you ahead of the crowd, if it hasn’t already.
Sep 12, 2017
Target, Kroger Launch Counterattack on Amazon-Whole Foods; Industry Earnings to Shrink
Image Source: Valuentum. The pricing war has begun, but it may take years before we see the final effects. Only the strongest may come out ahead, and only those already focusing on giving customers the very best value proposition at the lowest prices may retain share.
Aug 19, 2017
Realty Income Has Avoided Much of the Trouble in Retail
Image Source: Realty Income. Realty Income’s dividend track record largely speaks for itself, and the REIT may be one of the most attractive in its peer universe. With a focus on some of the strongest retail tenants, it has largely avoided most of the trouble in retail. The REIT recently declared its 566th consecutive common stock monthly dividend.
Jun 16, 2017
Amazon To Buy Whole Foods: Not Creative Destruction, Just Destruction
Image Source: Mike Mozart. Amazon announced plans to buy Whole Foods. We’re viewing the news as affirmation of our decision to stay largely away from retail exposure in the newsletter portfolios. We think a bidding war for Whole Foods is possible, mostly to keep it and its real estate out of the hands of Amazon, potentially setting up for a true “winner’s curse” scenario. The winner will overpay.


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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.