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Aug 22, 2018
Nevro: Volatility Amps Up
Image Source: Nevro Investor Relations. Underscoring the volatile nature of small-cap healthcare companies, shareholders at Nevro are going through a rough period of volatility as it attempts to carve out a larger share for its proprietary pain relief products. Aug 21, 2018
Medtronic Delivers Solid Organic Growth
Image Source: Medtronic earnings presentation. Former simulated Dividend Growth Newsletter portfolio idea Medtronic turned in a strong fiscal 2019 first quarter earnings report August 21 as organic revenue advanced nicely. Aug 20, 2018
ETE-ETP Rollup and Implied Distribution Cut
We continue to believe that the MLP business model may be a goner, and the recent ETE-ETP rollup is the latest example. Though new capital may come into the space on expectations that there will be premiums in unit-for-unit rollup deals, most of the combinations are coming with implied distribution cuts. Aug 20, 2018
Walmart’s US Comps Impress; Guidance Raised
Walmart continues to aggressively target innovation in its operations to keep pace with Amazon, and its impressive fiscal second-quarter results led management to raise its full-year guidance for multiple metrics. Aug 17, 2018
On Diversification
Diversification is one of the most important components of equity investing. Aug 17, 2018
ICYMI -- Podcast: 2nd Annual Nelson Exclusive Yearly Round Up Call
President of Investment Research at Valuentum Brian Nelson talks the markets, valuations, the economy, the consumer and various other trends from crude oil to cryptocurrency to geopolitical risks to corporate tax reform and beyond. Running time ~25 minutes. Aug 17, 2018
Dividend Increases/Decreases for the Week Ending August 17
Let's take a look at companies that raised/lowered their dividend this week. Aug 16, 2018
Cisco Turns in Record Quarterly Revenue; Fair Value Raised
Image Source: Cisco Systems. Positive momentum in simulated newsletter portfolio idea Cisco’s business transformation continued in its fiscal 2018 fourth quarter as the company turned in the highest quarterly revenue in its history and growth accelerated yet again. We’ve raised our fair value estimate for shares. Aug 14, 2018
The Inflating Index Fund Bubble
Image Source: Mac.Else von Berlin. The investment industry is changing fast, and we’re happy to be an instrument for change. We’ve been clamoring to make index funds free for a long time, and we’re glad to see it finally happen. Let’s cover the implications of indiscriminate buying regardless of price with the observation that the number of publicly-traded companies is vastly shrinking. How long will the inflating index fund bubble last? Aug 13, 2018
The Berkshire Breakout
Image shown: Berkshire Hathaway's shares have broken out following the release of its second-quarter 2018 results. We continue to believe Berkshire Hathaway belongs in the simulated Best Ideas Newsletter portfolio. Warren Buffett and Charlie Munger have more flexibility to pursue share buybacks, and we’d be flat-out surprised if Berkshire were to buy Southwest outright. Berkshire’s cash balance continues to grow, and we think a stake in Facebook might be the best opportunity for a part of the equity security allocation.
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