Valuentum Exclusive Analysis for the Discerning Investor

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Sep 1, 2022

Nelson: Executing the Valuentum Strategy
Video: Valuentum's President Brian Nelson, CFA, explains why he's turned bearish on the equity markets after a great bull run. In this 8-minute video, learn about the fantastic returns of the stock market the past three years, and how the Valuentum way has cushioned the market decline in 2022. Watch now to learn about the textbook execution of the Valuentum strategy and more!

Sep 1, 2022

Update on Newsletter Portfolio Idea Apple
Image Shown: Shares of Apple Inc have rebounded strongly from their recent lows as of late August 2022. Apple reported third quarter results for fiscal 2022 (period ended June 25, 2022) that beat both consensus top- and bottom-line estimates. Management also noted during Apple’s latest earnings update that supply chain constraints were beginning to ease a bit and that Apple’s near-term growth outlook was improving. We continue to like Apple as an idea in the newsletter portfolios. Shares of AAPL yield ~0.6% as of this writing, and there is an enormous amount of room for Apple to aggressively grow its per-share payout going forward given its financial strength.

Sep 1, 2022

Best Idea Visa Is a Free Cash Flow Cow
Image Shown: Visa Inc is a tremendous free cash flow generator and is very shareholder friendly. Management distributes cash back to investors primarily through sizable share repurchases and to a lesser extent, through dividend increases. Image Source: Visa Inc – Third Quarter of Fiscal 2022 IR Earnings Presentation. Visa reported third quarter earnings for fiscal 2022 (period ended June 30, 2022) that beat both consensus top- and bottom-line estimates. Visa is included in the Best Ideas Newsletter portfolio as we view its capital appreciation upside potential quite favorably. Our recently updated fair value estimate for Visa stands at $226 per share with room for upside as the high end of our fair value estimate range sits at $271 per share, well above where shares of V are trading at as of this writing. Visa also offers investors incremental dividend growth upside potential, though its payout is not a top capital allocation priority as management prefers to purchase sizable amounts of the firm’s stock. Shares of V yield a modest ~0.7% as of this writing.

Sep 1, 2022

Best Idea Dollar General Outperforms
Image Shown: Dollar General Corporation outperformed during its latest earnings update. Image Source: Dollar General Corporation – 10-Q SEC filing covering the Second Quarter of Fiscal 2022. On August 25, Dollar General Corp reported second quarter earnings for fiscal 2022 (period ended July 29, 2022) that beat both consensus top- and bottom-line estimates. The discount retailer also raised its full-year guidance for fiscal 2022 in conjunction with its latest earnings update after previously raising its full year guidance during its fiscal first quarter earnings report. We include Dollar General as an idea in the Best Ideas Newsletter portfolio, and the high end of our fair value estimate range sits at $292 per share. Additionally, shares of DG yield a modest ~0.9% as of this writing.

Aug 31, 2022

Valuentum: Outlook for Europe, China Is Bleak
Video: Valuentum's Associate Director of Research and Co-Portfolio Manager of the simulated newsletter portfolios, Callum Turcan, shares his thoughts about the global economy. Europe is facing considerable pressure from energy prices, while China may face a mortgage meltdown. Join Valuentum for this brief 6 minute video to get up to speed on the goings-on of the global economy and what troubles may be lurking ahead.

Aug 30, 2022

CubeSmart Is a Tremendous High Yielding Idea
Image Shown: CubeSmart is one of our favorite high yielding ideas. Image Source: CubeSmart – June 2022 IR Presentation. There is a lot to like about CubeSmart as the self-storage REIT has been doing great of late. CubeSmart possesses ample pricing power, its occupancy rates have been trending in the right direction of late, and the REIT is a stellar free cash flow generator. In our view, CubeSmart should be able to tap capital markets at attractive rates to meet its funding needs going forward. We appreciate CubeSmart’s latest guidance boost and continue to like shares of CUBE as an idea in the High Yield Dividend Newsletter portfolio. We are huge fans of self-storage REITs due to their ability to generate not just significant free cash flows, but significant excess free cash flows after covering their total payout obligations.

Aug 28, 2022

We've Suspended Coverage of Stocks in the Disruptive Innovation Industry
Image Source: Virgin Galactic. --- We've suspended coverage of stocks in the 'Disruptive Innovation' industry. Order the Exclusive publication to gain access to idea generation that covers some of the most innovative stocks. As a member to the Exclusive publication, you'll receive one income idea, one capital appreciation idea, and one short idea consideration each month! --- The ‘Disruptive Innovation’ industry is unique in almost every way. The companies included don’t necessarily share a similar traditional industry or sector make-up, but they do share one big thing in common: They continue to disrupt the traditional way of doing things. Carvana is changing how consumers buy used cars, Roku is leading the streaming charge against linear TV, Teradyne's industrial robotics technology is fascinating, Beyond Meat is working to alter the substance of the meat products industry, Virgin Galactic wants to make spaceflight accessible for private individuals, Uber is changing how we think about getting from point A to point B through ridesharing, Penn National is aggressively expanding into sports betting with its investment in Barstool Sports, CRISPR Therapeutics' revolutionary gene-editing technology may offer a path to curative solutions for the worst diseases, Wayfair is disrupting how we buy home goods, ETSY is carving out a niche online marketplace in craft items, while Zoom Video has come of age during the outbreak of COVID-19. Others included in this list of stock reports have been around for a while, but are still innovating to meet customer needs. Monster Beverage continues to reinvent the energy drink market, Boston Beer has found new life with its portfolio of new brands, and even GameStop is seeking to find its place after the meme-stock frenzy. There are other companies in this industry and sure to be many more added in the future.

Aug 27, 2022

Video: We Expect A Huge Market Flush! Looking to "Raise" Incremental Cash
Video: Valuentum's Brian Nelson, CFA, breaks down the current market environment, highlighting reasons for the poor market sentiment driven by "tapped out" consumers and investors alike. He expects a big market "flush," and a challenging next couple years but remains a big fan of stocks for the long haul. Valuentum continues to seek to "raise" incremental cash in the simulated newsletter portfolios as it prepares to weather the storm. Video length: ~10 minutes.

Aug 27, 2022

Cisco Systems Expects Its Growth Trajectory Will Resume in Earnest This Fiscal Year
Image Shown: Cisco Systems Inc is incredibly shareholder friendly. Image Source: Cisco Systems Inc – Fourth Quarter of Fiscal 2022 IR Earnings Presentation. Cisco Systems reported fourth quarter earnings for fiscal 2022 (period ended July 30, 2022) that beat both consensus top- and bottom-line estimates. The networking hardware and software provider also issued promising guidance for fiscal 2023 that Wall Street appreciated. Cisco Systems is steadily putting supply chain hurdles (with an eye towards a shortage of semiconductor components and transportation bottlenecks) behind it and its growth outlook is starting to improve as a result. We continue to like shares of CSCO as an idea in both the Best Ideas Newsletter and Dividend Growth Newsletter portfolios. Shares of CSCO yield ~3.2% as of this writing.

Aug 25, 2022

Dividend Growth Idea Dick’s Sporting Goods Beats Estimates, Raises Guidance
Image Shown: Shares of Dick’s Sporting Goods Inc have been on a nice upward climb of late. The sporting goods retailer raised its full-year guidance for fiscal 2022 during its fiscal second quarter earnings report. On August 23, Dick’s Sporting Goods Inc reported second quarter earnings for fiscal 2022 (period ended July 30, 2022) that beat both consensus top- and bottom-line estimates. The sporting goods retailer also raised its full-year guidance for fiscal 2022 in conjunction with the report, after previously lowering its guidance during its fiscal first quarter earnings update in May 2022. We continue to like Dick’s Sporting Goods as an idea in the Dividend Growth Newsletter portfolio. Shares of DKS yield ~1.8% as of this writing when looking at its regular quarterly payout. The company has also paid out special dividends in the recent past, including a $5.50 per share special dividend in fiscal 2021 along with a $2.00 per share special dividend back in fiscal 2012.