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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

Dec 26, 2021
VIDEO/TRANSCRIPT: 2021 Valuentum Exclusive Call: Inflation Is Good
Valuentum's President Brian Michael Nelson, CFA, explains why investors should not fear inflation, why government agencies such as the Fed and Treasury are prioritizing something other than price discovery, why the 10-year Treasury rate is a must-watch metric, and why Valuentum prefers the moaty constituents in large cap growth due to their net cash rich balance sheets, tremendous free cash flow generating potential, and secular growth tailwinds.
Dec 3, 2021
Valuentum Weekly: Nothing Surprising, Well-Positioned!
Image source: Cathie Wood's flagship ETF, the ARK Innovation ETF (ARKK) has fallen more than 40% from its 52-week high. This is nothing short of a complete and utter bloodbath for such an actively-managed fund, in our view. We note this for context. We're not just talking about one or two or five stocks that are down 40% from 52-week highs, but the *entire fund.* Investors have to keep things in perspective. It's perfectly reasonable within the context of a portfolio to have a few stocks off 10%, 20%, or maybe even 50% from all-time highs. However, if your entire portfolio is down 40%+ from 52-week highs, you're doing something wrong.We're finally getting a shake out of the substantial excesses in the market. Entities such as DocuSign are down more than 40% during the trading session December 3, 2021. All-star funds such as the ARK Innovation ETF with well-known fund managers are down over 40% from all-time highs. It's a bloodbath out there if you're not positioned correctly. I can only imagine the sheer panic that's going on right now. It's laughable, but we sometimes get flak if we have one or two or five companies in a couple portfolios of 20-40 stocks that trail the index. My goodness, what must these investors then be saying to fund managers who are down 40%+ from 52-week highs, and whose funds are down 20%-30% on the year when the S&P 500 is up over 20%. It's clear that Valuentum customers demand a lot more from us than even the best, highest-profile managers out there, and we appreciate that. Thank you. A lot of the traditional IBD and Motley Fool stocks look to be stumbling as well. But we're sitting pretty at Valuentum, and here's why.
Nov 12, 2021
Hard Work and the Trust That Binds
Image: Terry Johnson. It’s easy to forget how much we’ve been through the past two years. Often, we forget how helpful the warning that markets were going to crash was the weekend before they did on February 22, 2020, “Is a Stock Market Crash Coming? – Coronavirus Update and P/E Ratios,” how we thought dollar-cost-averaging made sense at the bottom in March 2020, and how we went “all-in” in April 29, 2020, “ALERT: Going to “Fully Invested” – The Fed and Treasury Have Your Back,” when we saw the writing was on the wall for this blow off top. If nothing else, these three moves alone during the past couple years have paid for a lifetime of subscriptions.
Nov 3, 2021
Large Cap Growth Has More Room To Run
“The stylistic area of large cap growth has been one of our favorite areas because of the strong net cash rich, free cash flow generating, secular growth powerhouses that make up much of the space. The image is a rundown of the key Valuentum statistics for the top 15 holdings of the Schwab U.S. Large Cap Growth ETF (SCHG). We believe where large cap growth goes, so does the broader market, considering the hefty weightings of some of these stocks in other broad-based indices. Based on the high end of our fair value estimate range for this group of bellwethers, the broader U.S. markets still have room to run, to the tune of 7%+, despite the many highs already reached during 2021. Though traditional valuation multiples may seem stretched by most measures, many market bellwethers have huge net cash positions and tremendous free cash flow growth potential. We expect the equity markets to continue to be led by large cap growth.” – Brian Nelson, CFA
Oct 6, 2021
Domino’s Pizza Is a Stellar FCF Generator with an Enormous Growth Runway
Image Source: Domino’s Pizza Inc – Second Quarter of Fiscal 2021 IR Earnings Presentation. One of our favorite capital appreciation ideas is Domino’s Pizza, and we include shares of DPZ as an idea in the Best Ideas Newsletter portfolio. The company’s unit economics are incredibly attractive for current and potential franchisees, which encourages current franchises to expand their existing operations and potential franchisees to join the team. At the top end of our fair value estimate range, Domino’s Pizza has a fair value of $541 per share, well above where shares of DPZ are trading at as of this writing.
Jul 23, 2021
Shares of Best Idea Domino’s Pizza Jump Higher!
Image Shown: In the wake of Domino’s Pizza Inc’s stellar fiscal second quarter earnings report published on July 22, shares of DPZ surged higher. We include Domino’s Pizza as an idea in the Best Ideas Newsletter portfolio and continue to be huge fans of the name. On July 22, Domino’s Pizza reported second quarter earnings for fiscal 2021 (period ended June 20, 2021) that smashed past consensus top- and bottom-line estimates with its US same-store sales growing by 3.5% and its international same-store sales increasing by 13.9%. The company noted that last fiscal quarter represented its 41st consecutive quarter of same-store sales growth in the US as its digital and delivery investments over the past decade have really paid off. Domino’s Pizza announced that it had authorized a new $1.0 billion share buyback program after the end of the fiscal second quarter after recently completing its previous $1.0 billion share repurchase program via an accelerated share repurchase (‘ASR’) agreement.
Jun 21, 2021
Top Ideas Doing Great
Image Source: Aguayo Samuel. The Best Ideas Newsletter portfolio continues to showcase the benefits of diversified stock selection in a portfolio setting over asset-allocation rebalancing (the 60/40 stock/bond portfolio is up just ~3% so far this year). Google and Facebook, the two top holdings in the Best Ideas Newsletter portfolio, continue to roar higher!
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.
Apr 30, 2021
Domino’s Pizza Well-Positioned for Long Run
Image Shown: Domino’s has the right business model for the long haul. Unit economics are fantastic for franchisees, while same-store sales continue to benefit from first-mover digital initiatives. Earnings per share growth has been stellar for the past decade. Image Source: April 2021 Presentation. Domino’s has the right business model for the digital economy, and we expect robust net unit growth and retail sales growth in the mid-to-high single-digit range over the next few years. This asset-light, free-cash-flow generating franchisor is stealing market share hand over fist, while it drives robust earnings expansion and buys back its own stock (it has a $1 billion repurchase authorization, as of February 2021). Everything seems in place for Domino’s to remain atop the global quick-service pizza industry, as operational simplicity is the name of the game. Investors need to pay attention to Domino’s net debt load, but we see little in the way of this fantastic growth story. The firm remains one of our favorite restaurant ideas and a holding in the simulated Best Ideas Newsletter portfolio.
Apr 26, 2021
Chipotle Could Double the Number of Restaurants in the Long Run
Image Source: Valuentum. Chipotle’s first-quarter results were solid, and we’re sticking with the idea in the simulated Best Ideas Newsletter portfolio. The company’s long-term total restaurant opportunity is tremendous, and we view its digital initiatives as top-notch as it continues to grow comparable store sales nicely. With one of the most innovative CEOs at the helm, Chipotle’s shares continue to be enticing, in our view.


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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.