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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.
Jul 22, 2015
Keeping Both eBay and PayPal after Split
Best Ideas Newsletter portfolio holding eBay reported solid second-quarter results, as did its payments business PayPal. Let’s take a closer look at the results. We’ll be keeping both companies in the Best Ideas Newsletter portfolio for now.
Jul 22, 2015
Aerospace and Automotive Demand Powering Most Industrials
We highlight winners and losers in commercial aerospace, our two primary concerns in the auto sector, and the dichotomy within the industrial energy vertical.
Jul 21, 2015
Higher Maintenance Costs for Pipelines?
Plains All American Pipeline has garnered national attention with two pipeline spills in the past two months. Let’s take a look at the reasons behind Plains All American Pipeline’s infrastructure problems.
Jul 21, 2015
Google Shows Why It Has Been a Best Idea
Best Ideas Newsletter holding Google shows why it is included in the portfolio.
Jul 20, 2015
Dividend Increases/Decreases for the Week Ending July 17
Let's take a look at companies raising/lowering their dividends this week.
Jul 17, 2015
Best Ideas Newsletter Holdings Surge
Best Ideas Newsletter portfolio holdings have been doing great the past few days.
Jul 16, 2015
Kinder Morgan Continues Down Unsustainable Path
"The second quarter showed that fundamental performance is weakening, leverage is increasing, and that energy price uncertainty has heightened--yet Kinder Morgan’s management team continues to raise the dividend, a 14% year-over-year increase in the last period. Something is coming to a head, and we don’t think it will end well for equity holders. We expect an additional 20% downside from here." -- Valuentum
Jul 14, 2015
Jul 13, 2015
Procter & Gamble Continues Transformation Plan
Dividend Growth Newsletter portfolio holding Procter & Gamble took a major step forward in its efforts to shed brands and increase asset efficiency.
Jul 10, 2015
Creditor Risk Aversion Rises Considerably in Energy, Metals & Mining Sectors
In a recent Moody’s ‘Capital Markets Research’ report, according to a tabulation performed by Credit Suisse, bond spreads have widened an incredible 385 basis points for high-yield metals/minerals companies and 367 basis points for energy companies in the one-year period ending July 8, 2015. We continue to underweight these sectors within the newsletter portfolios. Creditor risk aversion continues to swell in these two sectors, and the worst has yet to come, in our view.


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.