Valuentum Exclusive Analysis for the Discerning Investor

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Sep 25, 2015

Janet Yellen, the Positive GDP Revision, and Nike’s Swoosh
Finally, there’s some good news, but nothing that could change the stormy overall picture.

Sep 25, 2015

Caterpillar Prepares for Continued Pressure; Slashing Our Fair Value
Caterpillar recently announced a significant restructuring and cost reduction plan that will result in thousands of employees losing their jobs, but this isn’t the first time the firm has attempted to cut costs in recent years. Could the economic downturn affecting its most-served industries be more significant and prolonged than originally anticipated?

Sep 25, 2015

Recent M&A Activity
Let’s take a look at some recent M&A activity across the market.

Sep 24, 2015

China, Petrobras and the Circling Sharks
A key gauge of manufacturing activity in China plummets to Financial Crisis lows, Brazil’s Petrobras may be the first major casualty of the country’s deepening recession, and lenders are beginning to tighten the noose on overleveraged commodity producers in America.

Sep 21, 2015

FAQ: The Wider the Moat, the Lower the Return, Right?
Yes, that's correct.

Sep 21, 2015

Dividend Increases/Decreases for the Week Ending September 18
Let's take a look at companies raising/lowering their dividends this week.

Sep 18, 2015

The Fed Freezes; Outlook as Bad as Feared or Worse?
The global economy may be far worse than even some pessimists believe, as the need for a continued ZIRP (zero interest-rate policy) remains the Fed’s tactic, at least for now.

Sep 17, 2015

Setting the Record Straight on Kinder Morgan
Let’s explain.

Sep 16, 2015

Altria Benefits from Major Beer Deal Talks
Altria, a holding in both newsletter portfolios, is reaping the benefits as a major deal brews in the global beer market.

Sep 15, 2015

As the World Turns
We’re keeping our eyes on a number of things. First, we’re monitoring property prices in Shanghai and in other larger Chinese cities to assess the potential calamity that falling housing prices and deflation would have on the country’s banking sector and the likelihood of contagion via the British banks, HSBC and Standard Chartered, and the US ones, namely Citigroup and JP Morgan. Second, we’re watching the price of crude oil closely, as its fall will have huge implications on the earnings trajectory of companies that benefit (airlines, restaurants) as well as the ones that suffer (upstream and energy services). The net effect of falling crude oil prices has thus far been negative for S&P 500 earnings, but this may change as the energy sector becomes an ever-smaller part of index construction. Third, who can forget about the Fed, the expected duration of any tightening monetary cycle, and the resulting implications on dividend-paying stocks as Treasury yields rise?