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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

Apr 30, 2018
McDonald’s Breakfast, Starbucks’ Afternoons
Two of the most well-known brands are focusing on two different dayparts, but will the end game be increased competition across the board? We like the prospects for both McDonald’s and Starbucks, as we continue to be amazed at the pace of same-store-expansion at the former.
Apr 18, 2018
ICYMI: Valuentum’s Improved Stock and ETF Web Pages
Valuentum has rolled out improved stock and ETF web pages on its website www.valuentum.com. Now, subscribers can access key proprietary information on the stock and ETF web pages in addition to the customary stock and ETF reports.
Apr 12, 2018
The Dividend Cushion Meets the Dividend Aristocrats
We showcase the Dividend Cushion ratios for the Dividend Aristocrats, a grouping of firms that have increased their dividends for more than 20 consecutive years. The Dividend Cushion's track record of quantifying excess cash-flow capacity that leads to outsize dividend growth and assessing cash shortfalls that lead to dividend cuts has been excellent.
Mar 13, 2018
Our Ideas Are Performing Awesome So Far in 2018!!! 6 of the Top 7 of the Dow!
We’ve done a fantastic job identifying some of the top performers in the Dow Jones Industrial Average during 2018 (6 of the top 7!), but to be fair, a couple haven’t panned out that well either. In any case, we couldn’t be more pleased with the simulated newsletter portfolio ideas.
Mar 12, 2018
The "Luck" and "Randomness" of Index Funds
If the year-to-year performance of active funds relative to index funds can be considered “random,” so then is the year-to-year performance of index funds relative to active funds, regardless of fees and expenses. Image shown: page 1 of 14.
Feb 21, 2018
Market Valuations Not “Insane” But Certainly Not Cheap Either
The stock market is not insanely overpriced, but it is certainly not cheap either. We’re watching the technicals and moves in the 10-year Treasury closely for signs of where the market may go next. We discuss Walmart’s recent disappointment and add another to the list of companies that the Dividend Cushion ratio effectively highlighted the heightened income risk profile of, prior to the dividend cut. Chipotle is on the move!
Feb 18, 2018
Subscribe: The Nelson Exclusive Is Simply One of a Kind
“I think the Nelson Exclusive publication is worth far more than what we charge for it, and we’re making it even better.”
Feb 9, 2018
Systemic Risk
Image Source: Maximo Santana. We believe the next crisis will not be a banking crisis, but one of a breakdown in market structure.
Feb 5, 2018
The Sell Off February 5 Remains Minimal Compared to the Gains of Past Years
Image shown: The SPDR Dow Jones Industrial Average ETF (DIA) share price performance since mid-2009. The pullback the past few days hasn’t amounted to much, but it has caught the attention of investors. Recent equity market price declines don’t add up to much compared to the huge gains of recent years. Typical bear markets result in the evaporation of nearly 40% of investor wealth, on average.
Jan 19, 2018
Brewing the Next Dividend Aristocrat
Image Source: Starbucks. Most income-minded investors would love to find the next Dividend Aristocrat before it earns such a title, but many continue to focus on the stars of the past instead of working to identify up and coming dividend track records, which often carry higher dividend growth rates than the most established Dividend Aristocrats.


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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.