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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.
Mar 9, 2018
Toys ‘R’ Us Liquidation News Transient to Toy Makers
Image Source: Hasbro. Another icon from past decades announced that it may have to liquidate. Though we expect the toy makers to experience a transient impact, we don’t expect it to be lasting. Digital entertainment and licensing remains a faster-growing, higher-margin business for them than physical toy sales, and we expect the focus for many toy makers going forward will be on the former, particularly given Disney’s Frozen success.
Mar 9, 2018
Dividend Growth: The SPDR Dividend ETF Is One of Many Ideas
The dividend is a symptom of a company’s free cash flow, and therefore not a driver behind an estimate of a company’s intrinsic value. Dividend-paying and dividend-growing stocks have done very well in the past, but it may be equally important to pay attention to the underlying valuations of ideas, too. You just can’t stop at analyzing the dividend payment. Don’t let the “yield” tail wag the “value” dog.
Mar 9, 2018
Dividend Increases/Decreases for the Week Ending March 9
Let's take a look at companies that raised/lowered their dividend this week.
Mar 8, 2018
A Little Optimization To Maximize The Value
We continue to help readers find some of our best ideas for consideration, and some of the companies in this article didn’t make the cut for our long-term perspective. We’re allocating resources elsewhere.
Mar 7, 2018
Protectionists Gaining Control, Implications on Europe and China
It looks like the US-imposed tariffs are moving forward, and we’re starting to hear chatter about retaliation from Europe. Could China be next? Canada and Mexico may be exempt from the tariffs, however.
Mar 7, 2018
Facebook – Still One of Our Favorites
Image Source: Facebook. Let’s not beat around the bush with this article. Let’s talk about why we like Facebook in layman’s terms. The company is a veritable free-cash-flow generating powerhouse, and its balance sheet is pristine. We value shares at $238 each, and its rating of 7 on the Valuentum Buying Index isn’t bad considering the frothiness of the market.
Mar 6, 2018
Updating Our Thoughts on Celgene
Image Source: Celgene. Although the combination of disruptive new discoveries coupled with burgeoning demand thanks to the aging demographics of the world’s population sets the biotech space for a potential virtuous long-term cycle, we’re not too happy with with the recent developments at Celgene. Let’s dig in.
Mar 5, 2018
Retail Weakness Not Gone Yet; Is J.C. Penney a $0?
Let’s talk J.C. Penney, Foot Locker, American Outdoor Brands, and Vista Outdoor.
Mar 2, 2018
Dividend Increases/Decreases for the Week Ending March 2
Let's take a look at companies that raised/lowered their dividend this week.
Mar 1, 2018
Trump’s Tariffs Ignite Concerns about Protectionism, Rising Input Costs
Image Source: Michael Vadon. President Trump is making true on his promise to protect the domestic steel and aluminum industries. Input costs may move higher for many global industrials, and the long-term implications of protectionist policy will be tested. We’re not expecting retaliation, but we can’t rule it out either. Rising rates remain our primary concern.



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.