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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

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.
Nov 8, 2016
Podcast: REITs, Interest Rates and Beyond!
The Valuentum analyst team talks REITs and the reasons why REIT investors should pay close attention to changes in Treasury rates. Various secular themes across the data center, healthcare, office, and mall REITs are discussed, and an explanation for the sector's systematically poor raw, unadjusted Dividend Cushion ratios is covered. ~8 mins.
Nov 2, 2016
Top-Rated OHI: Not Adding It But Why?
Image Source: Omega. "In my opinion, a golf club is only as good as the player that uses it, and in a similar light, a financial model or a rating system is only as good as the user that applies it." -- Brian Nelson, CFA
Feb 9, 2016
Alert: Health Care REITs Whacked
February 9 was a tough day for healthcare REITs. We’ll be parting with HCP.
Nov 9, 2015
Dividend Growth Newsletter REITs
Renewed speculation over what the Fed will do next with respect to interest rates has us thinking about our positions in two REITs in the Dividend Growth Newsletter portfolio. We may look to remove HCP in the coming months. We’re watching shares closely.
Feb 7, 2015
A Meaningful Rate Hike? No Way
REIT investors are getting spooked by a strong jobs report. Ahhh – when good news is bad news again.
Feb 7, 2015
REITs and Interest Rates
How will real estate investment trusts (REITs) fare in a rising interest rate environment?
Jun 22, 2014
Valuentum Economic Castle™ Rating Update
Members should expect the initial Economic Castle™ ratings.
Feb 18, 2014
Realty Income Still One of Our Favorite Dividend-Focused REITs
The REIT’s focus on delivering monthly income to investors should not be overlooked.
Nov 11, 2013
Surveying 3Q Performance at the Healthcare REITs
We liked the performance in HCP’s and Omega Healthcare’s respective third quarters.


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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.