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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.
Aug 28, 2019
Our Reports on Stocks in the Air Freight & Logistics Industry
We've optimized our industrials coverage.
Aug 28, 2019
BP Says Goodbye to Alaska After 60 Years
Image Source: BP IR Presentation. We are supportive of BP’s decision to divest its Alaskan operations as the company has been successfully bringing upstream projects online on-time and on-budget all over the globe over the past few years, driving its net oil & gas production levels higher (upstream output was up 4% year-over-year in the second quarter of 2019). BP’s operational execution of late has been nothing less than stellar and the energy giant is included in our simulated High Yield Dividend Newsletter portfolio. Shares of BP yield 6.7% as of this writing.
Aug 27, 2019
Elanco Buys Bayer’s Animal Health Unit, Gaining Scale and Greater Exposure to the “Humanization of Pets” Trend
On August 20, Elanco Animal Health Inc agreed to acquire Bayer AG’s animal health unit for $7.6 billion (at the time the deal was announced) through a cash and stock deal. This is a transformative deal for Elanco and one that will create a real competitor to Zoetis' and Merck’s animal health units. For Bayer, the company can now pivot to segments where it has stronger competitive advantages while also raising cash to cover potential Roundup-related legal liabilities (which could be enormous). We will be monitoring the space going forward but are staying firmly on the sidelines for now.
Aug 27, 2019
Altria and Philip Morris to Tie the Knot?
Hitting the wires today is some news that has been rumored in the past, but seems to now be confirmed: Philip Morris and Altria are in merger talks.
Aug 26, 2019
The Valuentum Team Talks Powell Speech and Threat of Global Recession
Last week, China issued retaliatory tariffs on US goods, and Trump responded in kind, escalating trade tensions. Caught in the middle of this US-China trade war is the Fed, however. Let’s sit down with the Valuentum team and kick things off with our thoughts on Fed Chairman Powell’s speech, Challenges for Monetary Policy issued August 23 in Jackson Hole, WY.
Aug 24, 2019
Not Worried About Cisco
Image Source: Fiscal fourth-quarter 2019 press release.We think the market is overreacting when it comes to Cisco’s outlook. Our fair value estimate remains in the mid-$50s, and Cisco’s Dividend Cushion ratio is still very healthy at ~2.8x.
Aug 23, 2019
Aug 23, 2019
Kinder Morgan Reaches a Deal to Divest Stake in Canadian Spin-Off
Image Shown: A look at Kinder Morgan's massive oil & gas infrastructure operations that crisscross North America. The natural gas midstream giant is selling its Canadian segment by divesting its 70% equity stake in Kinder Morgan Canada and the US portion of the Cochin pipeline to Pembina Pipeline Corporation (PBA). Image Source: Kinder Morgan Inc – IR Presentation. We like Kinder Morgan because it's one of the few midstream firms actually targeting free cash flow generation instead of focusing on distributable cash flow, which we see as a deeply flawed metric (not taking growth-related capital expenditures into account completely misses the picture in our view). The company’s natural gas assets in the US are irreplaceable and its pipelines transport ~40% of US natural gas according to Kinder Morgan.
Aug 23, 2019
Dividend Increases/Decreases for the Week Ending August 23
Let's take a look at companies that raised/lowered their dividend this week.
Aug 22, 2019
What’s on the Valuentum Team’s Mind?
Let’s get the Valuentum team’s thoughts on recent developments.



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.