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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.
Apr 19, 2018
Procter & Gamble Pressured By Pricing
Image Source: MrTinDC. Recently transformed consumer staples giant Procter & Gamble’s fiscal 2018 third quarter report left a bit to be desired as pricing woes weighed on organic top-line performance. The company is also shifting its Consumer Health business as it has agreed to acquire Merck KGaA, Darmstadt, Germany’s Consumer Health business.
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 19, 2018
American Express Charges Ahead, Discover's Shares Look Cheap
Image Source: Philip Taylor. American Express delivered strong first quarter results as it begins to transition from its unique spend-centric business model, but Discover's shares may be too cheap to ignore.
Apr 18, 2018
Kinder Morgan Back on Track But We're Watching Financial Statements Closely
Kinder Morgan says it is paying dividends out of internal free cash flow generation, which should remove capital-market dependency risk. Shares look attractive in the mid-teens, though we’re not in any hurry to add them to either newsletter. We’ll be watching its financial statements closely through the course of the year.
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 18, 2018
Bank Earnings Pour In
The banking industry is on solid footing, and while Wells Fargo is creating negative headlines, the first quarter of 2018 was a good one for many financial institutions. Expanding revenue and net income, increased capital-return programs, solid returns on equity, and generally positive commentary, despite an increasingly competitive lending environment, were the norm. A narrowing of spreads on US Treasury instruments may pose a challenge to net interest margin expansion in the group, but there are other opportunities to capitalize on a surging LIBOR and the increasingly volatile equity market environment. All in, the performance in the first quarter of 2018 was “more good than bad” for the banks, and we continue to look for the right price to consider ideas, with many financial entities now trading well in excess of tangible book value per share.
Apr 17, 2018
IBM’s Free Cash Flow Short of Expected Annual Pace
Image Source: andrew cooke. With other fantastic ideas in technology, we see no reason to be interested in IBM’s shares.
Apr 17, 2018
Johnson & Johnson Off to a Good Start in 2018
Image Source: J&J. Johnson & Johnson has been the stalwart of our healthcare exposure within the newsletter portfolios, and the company is off to a fantastic start in 2018.
Apr 16, 2018
Netflix Keeps Speculators' Hopes Alive
Image Source: Nodstrum Tech. Netflix’s results for the first quarter of 2018 showed the earnings leverage that we’ve been looking for. We’re raising our fair value estimate materially as a result.
Apr 13, 2018
Dividend Increases/Decreases for the Week Ending April 13
Let's take a look at companies that raised/lowered their dividend this week.


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