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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 25, 2018
We Said Consumer Staples Would Underperform
The consumer staples sector has been pummeled by a number of factors, from long-term concerns about the adoption of new products in the tobacco industry to pressures on gross margins for branded consumables and generally underperforming free cash flows in the tried-and-true beverage arena. We still like the business models of many constituents, but you knew this was coming.
Apr 19, 2018
Philip Morris Shocks the Tobacco Space But Why?
Image Source: Philip Morris. Investors are overreacting to Philip Morris’ first-quarter 2018 report, and the company is dragging the entire tobacco industry down with it.
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 2, 2018
Why Some Investors Fail -- Worms!
Image Source: crabchick. When you read our research, we’re not just providing financial metrics -- Valuentum is striving to provide an answer to the most important question in investing: what is a company worth? Though there are varying opinions about which underlying factor is the most important investment consideration, at the end of the day, the process of valuation collects every investment consideration to provide a conclusion. It is the answer after all other considerations, the final outcome of analysis. It is why we say that investors that don't pay attention to valuation may be doomed to fail...eventually. Not seeking valuation is not seeking the answer.
Mar 22, 2018
Trump Targets China with Tariffs
Image: Shanghai, China (December 2016), Andrey Filippov. Stock markets in the US are slowly building in the prospect of retaliation (a “trade war”) from China, as a result of President Trump’s new tariffs. We maintain our view that the stock market has been frothy for some time, and the recent volatility may just be the beginning of a reversion to normalized valuations, with or without concerns about global trade.
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.
Mar 2, 2018
Dividend Increases/Decreases for the Week Ending March 2
Let's take a look at companies that raised/lowered their dividend this week.
Dec 19, 2017
Video: Quants! You're NOT Measuring VALUE and Nelson's Theory of Universal Value
President of Investment Research Brian Nelson defines the concept of universal value and shows how quantitative statistical methods are inextricably linked to those of fundamental, financial, business-model related analysis. Value does not exist in respective process vacuums! Value is universal. Find out why. Running time: ~10 minutes.
Dec 7, 2017
Altria Back Above $70, Dollar General Pleases, Verint Sells Off
Image shown: Dollar General's stock has performed very well since being added to the Best Ideas Newsletter portfolio. We were very happy to see newsletter portfolio idea Altria surge back above $70 per share in recent days. Dollar General continues its strength as the economy churns out more of its demographic, and we continue to believe the dollar store arena may be one of the few spaces of retail that is truly insulated from the Amazon effect. Verint Systems, on the other hand, has faced selling pressure, which we think is flat-out unwarranted.
Nov 29, 2017
Strategy Versus Tactics in the Dividend Growth Newsletter Portfolio
Image Source: fauxto_digit. We made a few tactical tweaks to the Dividend Growth Newsletter portfolio during 2017. Let’s walk through them, and how we’re out to win the war, not win every battle.


Latest News and Media
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.