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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

Mar 22, 2019
How To Think About Our Methodology In Action
Image shown: Chipotle (CMG) has been one of our best calls so far in 2019. No changes to simulated newsletter portfolios. Tickers mentioned: AAPL, AMZN, BRK.B, CMG, CVS, FB, GE, JPM, KMI, PYPL, V, XLNX. Let's talk about the newsletter portfolios, some areas where we've made mistakes, and how some members use our services.
Mar 19, 2019
Lockheed Martin May Be a FCF Cow But the Company Should Consider Debt Reduction Over Share Buybacks
Image Source: Lockheed MartinRebounding free cash flow generation makes dividend growth all the more likely going forward, even though Lockheed Martin’s large net debt load needs to be monitored at all times. If the company attempts to makes another splashy purchase, its balance sheet may take on more than it can chew if free cash flow isn’t swiftly allocated to bringing that burden back down. In 2017 and 2018, Lockheed Martin spent $3.5 billion repurchasing its stock. We argue that going forward, the company should start allocating free cash flow to debt repayment. As of this writing, Lockheed Martin trades decently above our fair value estimate, meaning the company would be buying back shares at what we consider premium prices.
Mar 15, 2019
DG Newsletter Alert, Markets on a Roll! New Highs Coming?
Image shown: We notified members December 26 that we had moved the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio to a "fully invested" position, from a 30% and 20% cash "weighting" at the high end of the range, respectively. It doesn't look like the timing could have been much better.
Mar 12, 2019
FB/FIZZ Methodologically Speaking and CMG, AAPL, BA!
Let’s talk about the importance of having CFA charterholder research at your advisory practice and some recent notable stock price movements within the context of our methodology.
Mar 7, 2019
Valuentum's Stock and Data Screens and Screeners
Let’s go over where to find Valuentum’s stock and data screens and screeners. We believe our stock screeners are among the most robust when it comes to providing forward-looking data, and our data comes straight from our enterprise discounted cash flow models that we use to derive a company's fair value estimate.
Mar 6, 2019
Dividend Growth Portfolio Alert: Adding KMI, Removing HAS!
We see as much as 20%+ upside in Kinder Morgan's shares, and separately, we think its dividend is poised for growth in the coming years. We're swapping out a huge winner in Hasbro to make room. How exciting! Changes to Dividend Growth Newsletter portfolio.
Feb 22, 2019
Kraft-Heinz Blows Up, More Updates!
Image shown: The rating history of Kraft-Heinz (KHC). Valuentum members were warned in advance of this pricey equity in 2016/2017, and the VBI rating never advanced past 5 since then after registering a 1, the worst rating, on two separate occasions.
Feb 6, 2019
Questions Answered!
Image shown: The S&P 500 (SPY) performance and the timing of when we went to "fully invested" in the simulated newsletter portfolios, the Best Ideas Newsletter and Dividend Growth Newsletter.  No changes to simulated newsletter portfolios.
Jan 23, 2019
Consider Selling Discipline = Systematic, Forward-looking, Repeatable
Image shown: An illustration of Valuentum's call on Kinder Morgan during 2015. You can read about this in more detail in the Preface of Value Trap: Theory of Universal Valuation. For a consider-selling discipline to be successful, it must be systematic, forward-looking and repeatable. The Valuentum process worked equally well with General Electric during 2017 (image later in note).  No changes to simulated newsletter portfolios.


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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.