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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.
Apr 18, 2012
Best Idea eBay Releases Fantastic First-Quarter Results; Raises 2012 Guidance
The global commerce platform and payments leader released fantastic first-quarter results that were propelled by PayPal. We are strongly considering adding to our existing position in the portfolio of our Best Ideas Newsletter.
Apr 17, 2012
Despite Lackluster Results, Johnson & Johnson Remains a Solid Dividend-Growth Holding
Johnson & Johnson did little to impress investors with its first-quarter results. Though the report was uneventful, we're still fans of J&J's dividend.
Apr 17, 2012
Coca-Cola Reports Strong First-Quarter Results; Hits 14-Year Highs
Coca-Cola reported solid first-quarter performance that revealed strong worldwide volume growth. Though we liked the performance in the period, we remain on the sidelines on the basis of valuation.
Apr 13, 2012
JP Morgan's First-Quarter Results Support Our Small Financials Exposure; Credit Quality Continues to Improve
JP Morgan reported strong first-quarter results that revealed a strengthening balance sheet and positive credit trends in its consumer real estate and credit card portfolios. We expect better price performance from banking stocks through 2012 as concerns regarding the domestic housing market and European sovereigns ease.
Apr 11, 2012
Stay the Course: Alcoa's 1Q Results Support the Overweight Aerospace Position in Our Best Ideas Portfolio
Alcoa kicked off first-quarter earnings season with a strong report. Not only did it report a nice earnings beat, but it raised its outlook for aerospace end market demand 3 percentage points, to as much as 14% growth during 2012. The aluminum giant's comments regarding the automotive sector weren't that shabby either. We think this bodes well for our positions in our Best Ideas portfolio, and with a large percentage of our portfolio in cash, we're waiting patiently to capitalize on the recent market pullback.
Mar 28, 2012
McDonald’s Transition Could Provide an Entry Point for Dividend Growth Investors
We're keeping our eye on McDonald's stock for an entry point.
Mar 26, 2012
Framing Our Thoughts on the "Earnings Game" and the Equity Markets
We outline our thoughts on the "earnings game" and the equity markets. A helpful read for the beginner or even the experienced investor.
Mar 23, 2012
FedEx Posts Strong Fiscal Third-Quarter Results, But Outlook Disappoints
FedEx reported strong fiscal third-quarter results, but its outlook left something to be desired. We don't expect to change our fair value estimate for FedEx, but we'll be digging deeper into our views on the global economy during 2012.
Mar 6, 2012
Qualcomm Hikes Dividend, Announces Share Buyback Program
Qualcomm announced that it would raise its dividend 16%, slightly higher than what we were expecting, and implemented a $4 billion share repurchase program. Though we were pleased with the developments, our fair value estimate for the company remains unchanged.
Feb 29, 2012
First Solar Misses Yet Again; We Expect Further Valuation Downside
First Solar reported disappointing fourth-quarter results, and a few events in the quarter suggest to us the worst of times still lie ahead for the company. We'd steer clear of the firm's shares.


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.