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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

Oct 27, 2016
Podcast: Why ETFs and Roasting the Banks
The Valuentum analyst team talks about why we don't like the business models of banking entities, why they are currently destroying economic value, but also why the team includes exposure in the Best Ideas Newsletter portfolio. What gives? Find out in this ~9 minute podcast.
Oct 17, 2016
Breaking the Bank…
Image Source: Tony Webster. The fragility of the global banking system is not to be taken lightly…
Oct 13, 2016
Understanding the Chartered Financial Analyst (CFA) Designation
Let's examine why the Economist (magazine) calls the CFA the gold standard in the investment industry.
Sep 30, 2016
Deutsche Bank Another Example of Necessary Confidence in Banking Sector
Recent developments at Deutsche Bank have reminded us yet again of the unique dynamic banks need to continue functioning properly.
Aug 29, 2016
The Banking Industry Is All About Confidence
Image Source: 401(K) 2012. The “5 Cs of credit” — character, capacity, capital, collateral, and conditions — is a widely-followed framework and generally-accepted guideline for lending to consumers, but for corporate entities, we think another C is much more important: confidence.
Jul 5, 2016
The Next Banking Crisis? No… Well, Not Yet.
Image Source: Berit Watkin. We’re hearing about run-on-the-bank dynamics in the UK. We think a market disruption may be nigh, but then again, it might not. “Things” are still developing.
Jun 24, 2016
Brexit: Secession Bells Are Ringing!
First Baptist Church in Columbia, S.C., where the first secession convention in the United States opened on Dec. 17, 1860. Source: Library of Congress, Washington, DC. Photo. Encyclopædia Britannica Online. Web. 24 Jun. 2016. Global markets are plunging, and the implosion may still be in the early innings. Market valuations remain stretched among stagnant global economic growth, and “Brexit” may be the catalyst for a correction.
May 19, 2016
Part III: Nelson’s Evaluation of Berkshire’s 2015 Annual Report
The last of Nelson’s three-part evaluation of Berkshire’s 2015 Annual Report.
Feb 2, 2016
Best Idea Michael Kors Up 20%+ -- Yawn?
It’s good to see a recent add make a move such as this, but let’s cover other areas in this note as well.
Oct 19, 2015
Investment Banking Round Up: Citigroup’s Equity To Rapidly Converge to Tangible Book?
The US financial system remains on solid ground, but we still prefer diversified exposure to the financials sector, if any at all. Citigroup could see shares surge to $60 each in a heartbeat.


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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.