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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.
Jun 20, 2018
Oracle’s Dividend Still Very Healthy
Image Source: May Wong. Oracle issued what is likely conservative fiscal first-quarter 2019 guidance, but the company continues to generate record amounts of operating cash flow and has a solid net cash position on the books. We’re not worried about the dividend.
May 31, 2018
General Motors Pops on SoftBank Deal; Dollar General Drops on Weak Customer Traffic
We continue to believe that General Motors is one of the most attractively priced equity considerations in the market today, on the basis of its dividend yield and price-to-earnings ratio. Though Dollar General’s first-quarter results weren’t up to par, we continue to like the discount retailer. Dollar General may be more resilient than other retailers in the face of e-commerce competition and under a scenario where the economy may head south.
May 25, 2018
PPL’s UK Business Provides Drag to Otherwise Strong Earnings
Image Source: Arnoooo. Former simulated Dividend Growth Newsletter portfolio idea PPL Corp turned in strong earnings from ongoing operations growth in the first quarter of 2018 despite its UK segment, its largest business, taking a meaningful step back in the period.
May 10, 2018
Generic Drug Deflation Continues to Hamper Cardinal Health and AmerisourceBergen
Image Source: Aaron Fulkerson. A severe case of rampant generic drug deflation continues to hamper the share prices of Cardinal Health and AmerisourceBergen. We are monitoring the drug deflation numbers posted by the drug wholesalers as a key gauge of the investment merits of the group.
Apr 20, 2018
Dividend Increases/Decreases for the Week Ending April 20
Let's take a look at companies that raised/lowered their dividend this week.
Apr 6, 2018
Dividend Increases/Decreases for the Week Ending April 6
Let's take a look at companies that raised/lowered their dividend this week.
Mar 20, 2018
Avoiding Troubled Equities Such as General Electric
The Valuentum process waits for a stock’s price to be moving higher before it is considered. The stock must not only be undervalued on both a discounted cash-flow basis and relative value basis, in our view, but the market must also believe that its true intrinsic value should be higher, too, as evidenced by a rising share price. The process is symmetrical. We also would wait for a company’s share price to break down before we may consider removing an overpriced stock. In some cases, the information contained in prices can even provide clues when to remove an underpriced stock, as in the case of General Electric.
Mar 16, 2018
Dividend Increases/Decreases for the Week Ending March 16
Let's take a look at companies that raised/lowered their dividend this week.
Mar 15, 2018
Dollar General: A Model of Consistency
Dollar General’s fiscal 2017 marked its 28th consecutive year of positive same-store sales growth, and we couldn’t be more impressed with the consistency of its operational performance in the past three decades, as well as its share price performance since its addition to the simulated Best Ideas Newsletter portfolio.
Feb 15, 2018
Cisco Rallies Big Time!
Image shown: Performance of the S&P 500 (SPY) since August 2017. As US equities continue their newly-found volatility, let’s take a look at some recent earnings reports and other developments around the markets. Cisco, the workhorse of both simulated newsletter portfolios, put up a fantastic report and upped its dividend. Berkshire continues to love Apple, and we maintain the view that the 10-year Treasury rate may be the greatest determinant of how well stocks perform in the coming decades. Airlines, garbage stocks, the “gas tax,” and more.


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.