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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.
Feb 7, 2020
Update on Wuhan 2019 Novel Coronavirus Outbreak: 31,000+ Infections, 630+ Deaths
Image Source: 2019-nCoV, Centers for Disease Control and Prevention. The number of infections and deaths related to the Wuhan 2019 Novel Coronavirus has surged since our last update, but we maintain our view that investors should keep a level head. We continue to wait to add protection to the newsletter portfolios as the market absorbs a massive liquidity injection from the PBOC.
Jan 31, 2020
Coronavirus May Trigger Long-Anticipated Global Recession
Image: Wuhan New Coronavirus. This was the catalyst that nobody was expecting, a novel coronavirus that nobody had in their economic models. We think global economic activity is slowing as we speak, and the spread of the virus may only accelerate in mainland China and elsewhere. Investors should keep a level head and perhaps think about adding protection to their portfolios before it becomes too expensive.
Jan 31, 2020
Dividend Increases/Decreases for the Week Ending January 31
Let's take a look at companies that raised/lowered their dividend this week.
Jan 10, 2020
Newmont’s Outlook is Bright Due to More Than Just Gold Prices Rallying
Image Source: Newmont – Third Quarter 2019 Earnings IR Presentation. Newmont Corp announced a huge boost to its dividend on January 6, with its quarterly payout growing by 79% to $0.25 per share from $0.14 previously. As of this writing, that’s good for a forward-looking yield of ~2.4%. Additionally, the company reiterated its commitment to buying back its stock now that the merger between Newmont and Goldcorp is firmly in the rear view mirror (Newmont Corporation used to be known as Newmont Goldcorp Corporation, a name that was shortened this year). We continue to like the name as one of the top gold mining plays.
Dec 27, 2019
Streaming Wars Roundup
Image Shown: Shares of Netflix Inc came under pressure around the same time that competition in the streaming video space really started to heat up. Those competitive headwinds are only going to build going forward. This is often referred to the start of the “streaming wars” which is what we’ll cover in this article.With so many competitors now entering the streaming space, it will likely become hard for companies to push through price increases unless they are truly producing top tier content. That will make covering enormous content creation liabilities a difficult but not impossible task. Our favorite companies in this space remain Apple and AT&T. Differentiation is possible in this industry but having a strong free cash flow profile (both Apple and AT&T’s free cash flows are simply enormous) is essential to having a chance.
Dec 20, 2019
Our Reports on Stocks in the Specialty Retailers Industry
Image Source: Mike Mozart. The specialty retail segment is fragmented, highly competitive, and economically-sensitive. The group covers a broad array of businesses and is dominated by retailers with large brick-and-mortar store footprints. Though some constituents may be insulated from e-commerce competition, others risk obsolescence as product distribution moves to digital means, and online retailers offer lower prices for identical goods and services. We're fairly neutral on the structure of the industry, though some constituents will inevitably face secular and permanent declines.
Oct 10, 2019
5 Questions Answered by the Valuentum Team
Image Source: Eric. Let’s cover some recently asked questions for the benefit of all.
Sep 6, 2019
Dividend Increases/Decreases for the Week Ending September 6
Let's take a look at companies that raised/lowered their dividend this week.
Sep 4, 2019
A Tale of Two Package Delivery Companies
Shares of both FedEx Corporation (indicated by the orange line above) and United Parcel Service Inc (indicated by the blue line above) have come under a tremendous amount of pressure over the past year as the industry navigates the fallout from the US-China trade war. Both companies are investing heavily to improve their offerings to stay ahead of the game as large tech companies increasingly encroach on the shipping industry’s traditional turf. The S&P 500 index is indicted by the purple line above.
Aug 21, 2019
Home Depot, Lowe’s Largely Unfazed By Lumber Price Deflation
Image Source: Mike Mozart. The home improvement retailing market appears very, very healthy, and while consumers could have already taken advantage of ultra-low rates to do home repairs, additional Fed cuts certainly won’t hurt the backdrop for home improvement retailers. Home Depot and Lowe’s continue to put up solid results.


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.