Valuentum Exclusive Analysis for the Discerning Investor

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Nov 26, 2017

How to Think About Corporate Tax Reform
Image Source: DonkeyHotey. Donald Trump and team are working hard to “Make America Great Again,” and lowering tax rates on corporations is a key initiative. Nobody knows for sure whether such efforts will come to fruition, but knowing how to use our research and understanding the fair value estimate range puts you ahead of the crowd, if it hasn’t already.

Oct 25, 2017

Analysis of Marcus Corp (MCS) and Schneider National Trucking (SNDR)
Image Source: Dan. Marcus Corp has done well in establishing itself as a meaningful regional player in the movie theater market, and its ability to outperform the industry in terms of box office results and profitability in its movie theater operations--thanks in part to its solid portfolio of owned real estate--is impressive. However, inconsistent free cash flow generation and a notable debt load give us some reason for pause, as does its weak Dividend Cushion ratio, and we see little valuation opportunity present in shares at this time. Schneider National Trucking operates a broad portfolio of freight transportation and logistics solutions that appear to be positioned well for profitable growth thanks to a diversified customer base, the proliferation of e-commerce, and potential margin-expanding initiatives. We generally prefer the business models of more asset-light peers, however, as the company’s free cash flow generation suffers due to the capital intensity of maintaining of a fleet of owned transportation equipment. We’re expecting ongoing expansion in its cash flow generating capacity, as a result of ongoing cash flow from operations expansion and lower capital spending in the near term, but shares of Schneider are trading firmly in the upper half of our fair value estimate range at the moment.

Aug 19, 2017

Realty Income Has Avoided Much of the Trouble in Retail
Image Source: Realty Income. Realty Income’s dividend track record largely speaks for itself, and the REIT may be one of the most attractive in its peer universe. With a focus on some of the strongest retail tenants, it has largely avoided most of the trouble in retail. The REIT recently declared its 566th consecutive common stock monthly dividend.

Jun 19, 2017

Dividend Increases/Decreases for the Week Ending June 16
Let's take a look at companies that raised/lowered their dividends this week.

May 4, 2017

Valuentum’s 3 Breakthroughs in the Field of Finance and More
Valuentum's President Brian Nelson pauses for a picture before speaking at the CFA Society of Houston in March 2017. Let’s cover Valuentum’s 3 major breakthroughs in the field of finance. The first one is big and may challenge you to rethink everything you think you know about investing.

Jun 12, 2016

Dividend Increases/Decreases for the Week Ending June 10
Let's take a look at companies raising/lowering their dividends this week.

Jun 14, 2015

Dividend Increases/Decreases for the Week Ending June 12
Let's take a look at companies raising/lowering their dividends this week.

Jun 23, 2014

Why Analytical Experience Matters
Dividend growth investors -- or any investor for that matter -- shouldn’t just plug and chug numbers. An understanding of the firm and its industry is vital to making sure the company can sustainably pay dividends through the course of the economic cycle.

Jun 22, 2014

Valuentum Economic Castle™ Rating Update
Members should expect the initial Economic Castle™ ratings.

Jun 16, 2014

Dividend Increases for the Week Ending June 13
Let's take a look at dividend increases for the week ending June 13.