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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.
Jan 24, 2019
Our Report on the Regional Banks and Asset Management Stocks
Image Source: Carlssa Rogers. Our report on the Regional Banks and Asset Management companies can be found in this article. Report includes AB, AINV, AMP, ARCC, BCH, BEN, BGCP, BKU, BLK, BMO, BNS, CM, FSIC, ISBC, KKR, LAZ, LM, MAIN, MTB, NABZY, NYCB, OCN, PBCT, PFG, PSEC, RY, SBNY, SBSI, STT, TCBI, TD, VLY, WBK.
Jan 23, 2019
Consumer Staples Giants Fight Input Cost Inflation
Image source: Procter & Gamble fiscal second quarter presentation.  Procter & Gamble and Kimberly-Clark reported calendar fourth quarter earnings January 23, and both were able to deliver organic sales growth in the period. Commodity cost inflation and currency weakness are key headwinds to keep an eye on moving forward as they have weighed on margin performance, particularly at Kimberly-Clark as Procter & Gamble reported impressive productivity cost savings.
Jan 23, 2019
Consider Selling Discipline = Systematic, Forward-looking, Repeatable
Image shown: An illustration of Valuentum's call on Kinder Morgan during 2015. You can read about this in more detail in the Preface of Value Trap: Theory of Universal Valuation. For a consider-selling discipline to be successful, it must be systematic, forward-looking and repeatable. The Valuentum process worked equally well with General Electric during 2017 (image later in note).  No changes to simulated newsletter portfolios.
Jan 22, 2019
Johnson & Johnson Overcoming Pharma Pricing Pressure
Image Source: Johnson & Johnson fourth quarter presentation. Johnson & Johnson’s ‘Pharmaceutical’ segment continues to deliver top-line growth despite ongoing headwinds related to net price decreases in the US pharma space. The company remains one of our favorite dividend growth ideas as its higher-growth ‘Pharmaceutical’ segment is augmented by a solid ‘Consumer’ business and improving ‘Medical Devices’ business.
Jan 20, 2019
Conference Call Coming Soon, Catch Up This Weekend
Image shown: The markets continue to rally significantly since the near-term bottom in December. Here's the email we sent to members December 26. No changes to simulated Best Ideas Newsletter portfolio and simulated Dividend Growth Newsletter portfolio (contact us if you missed the latest notification regarding the simulated High Yield Dividend Newsletter portfolio).
Jan 20, 2019
Markets Continue to Recover
Image shown: The markets continue to rally significantly since the near-term bottom in December. The decision to move the cash "weightings" to zero in the simulated portfolios of the Best Ideas Newsletter and Dividend Growth Newsletter during the trading session December 27 has been quite rewarding for members that have been following our research and newsletters. The S&P 500 SPDR. No Changes to Simulated Newsletter portfolios
Jan 20, 2019
Kinder Morgan Reiterates Dividend Growth Intention
Image shown: Kinder Morgan’s pipeline network and estimated breakdown of 2018 EBDA. Source: Kinder Morgan investor presentation.  Pipeline operator Kinder Morgan has benefited from a significant increase in natural gas supply and demand of late, and it expects more of the same in 2019. Management continues to execute on its capital allocation priorities, and it reiterated previously-announced guidance for dividend growth in the years ahead.
Jan 18, 2019
Story Remains the Same at Netflix
Image Source: Netflix quarterly report. Netflix continues to grow its subscriber base and pump out compelling content for audiences. However, its substantial cash burn will not subside in the near term, and its sizable debt load continues to grow.
Jan 18, 2019
Our Reports on Stocks in the Multiline Retail Industry -- archive
Image Source: Troy Tolley. Several companies previously in this group have been reassigned to a new consolidated Multiline Retail industry.
Jan 18, 2019
Dividend Increases/Decreases for the Week Ending January 18
Let's take a look at companies that raised/lowered their dividend this week.


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.