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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.
Dec 11, 2017
Video: Nelson's Active Management Theorem, Poker and "High Society," Inertia and the Value-Growth Conundrum
President of Investment Research Brian Nelson details his simple new theorem of the stock market that may change everything you believe. Nelson explains using poker as an example, and he goes on to caution about the concept of inertia, and how investing has somehow transformed into a "game" -- if investors truly believe there are 'value' and 'growth' stocks. A must-watch intrigue. Running time: ~11 minutes.
Nov 30, 2017
Charting Cash Flow and Net Debt -- The Oil Majors
Image Source: Valuentum. Traditional free cash flow generation has been strong for the oil majors through the first nine months of the year, but their balance sheets remain bloated with net debt. A few haven't covered their cash dividends with free cash flow generation through the first nine months of 2017.
Sep 7, 2017
Adviser Fees on Indexed Assets Can Eat Up Your Nest Egg?
Indexing sounds like an easy way to track the market's performance, but if your indexed assets are held in financial advisors' accounts, it can come with a big cost: significant underperformance. Over 20 years, we estimate in this hypothetical example that the cumulative cost as a result of a 1% annual financial advisor fee on indexed assets can amount to as much as 66% of a saver's initial investment -- just for holding an index fund. Please be careful out there!
Aug 9, 2017
ETF Analysis: Banks and Financials
Investors that may not be comfortable dabbling in shares of one individual bank equity may find a low-cost, diversified banking ETF more amenable.
Aug 3, 2017
Video: Explaining the Valuentum Buying Index
The Valuentum Buying Index (VBI) stands on the shoulders of giants in finance in uncovering investment ideas.
Jul 14, 2017
Systemic Risk in These Frothy Times
Image shown: Nelson's Syllogism of the Stock Market. Let’s talk about index investing, market valuations, and mention how a few ideas in the portfolio of the Best Ideas Newsletter are doing.
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.
Mar 2, 2017
Dow 21,000+; Forward P/E on S&P 500 ~18!!!
To say that the broader equity market is “extended” is an understatement.
Feb 14, 2017
#14? You Can’t Control The Market
Image shown: Wall Street Journal front pages from the Financial Crisis -- a reminder that an investor cannot control the markets. Should this be added to the “13 Steps…” piece?
Jan 24, 2017
Alibaba Group: Still the Quintessential “Play” on China?
Image Shown: Alibaba’s strong free cash flow generation; source: Alibaba. Alibaba has taken a lot of heat from other publishers, but we’ve long liked the company even if it may no longer be a part of the Best Ideas Newsletter portfolio. Some balk at its valuation, but the company’s free cash flow generation and strong balance-sheet net cash position offer substantial legitimacy and support to 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.