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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.
Mar 12, 2018
The "Luck" and "Randomness" of Index Funds
If the year-to-year performance of active funds relative to index funds can be considered “random,” so then is the year-to-year performance of index funds relative to active funds, regardless of fees and expenses. Image shown: page 1 of 14.
Dec 11, 2017
Video: Nelson's Active Management Theorem, Poker and "High Society," Inertia and the Value-Growth Conundrum
President of Investment Research Brian Nelson details his simple new theorem of the stock market that may change everything you believe. Nelson explains using poker as an example, and he goes on to caution about the concept of inertia, and how investing has somehow transformed into a "game" -- if investors truly believe there are 'value' and 'growth' stocks. A must-watch intrigue. Running time: ~11 minutes.
Sep 7, 2017
Adviser Fees on Indexed Assets Can Eat Up Your Nest Egg?
Indexing sounds like an easy way to track the market's performance, but if your indexed assets are held in financial advisors' accounts, it can come with a big cost: significant underperformance. Over 20 years, we estimate in this hypothetical example that the cumulative cost as a result of a 1% annual financial advisor fee on indexed assets can amount to as much as 66% of a saver's initial investment -- just for holding an index fund. Please be careful out there!
Software: ADBE, CRM, FFIV, MSFT, ORCL
This product includes five, 16-page equity research reports (in pdf form) on the following companies in the software industry: Adobe (ADBE), Salesforce.com (CRM), F5 Networks (FFIV), Microsoft (MSFT), and Oracle (ORCL). Upon purchase, an article will be emailed to you containing the links to the relevant reports. Or subscribe to Valuentum and gain access to these reports as part of your membership.
DCF Valuation Model for the Individual Investor
Have you ever wanted to model a company? As part of Valuentum's mission to serve the individual investor, we've developed a discounted cash-flow model template that you can use to estimate the value of any operating firm that you wish. ***Subscribe to Valuentum and receive 20% off your puchase of this valuation tool.*** Note: This model template is built in Microsoft Excel 2010 and is compatible with your PC and also Excel 2008 for Mac. The downloadable file will be emailed to you upon purchase.
Value Trap - Theory of Universal Valuation, Second Edition
[This is a digital download of a PDF file of the book. If you prefer to receive a paperback copy, please order through Amazon. The price discount for members of Valuentum for this digital copy does not apply for paperback copies ordered through Amazon.]Wall Street doesn’t know it has a problem. Index and quantitative investors have been free-riding on the backs of active managers for years, but growth in price-agnostic trading may finally have reached the tipping point. Brian Nelson, former Director of Methodology at Morningstar and President of Investment Research at Valuentum, explains how enterprise valuation forms the Theory of Universal Valuation and why a focus on it may not only help you avoid value traps, but also save you from the next financial crisis.
Valuentum DataScreener500
Already a financial advisor (GOLD level) client? Click here to download the most recent version. Order our advanced stock screener. You'll receive our proprietary data and metrics for the top firms in our equity coverage universe to help you pick and screen the best stocks for either you or your clients. Our Excel-based data feed and screener runs the gamut of Valuentum data points from our estimated fair value, price-to-fair value, Valuentum Buying Index to normalized earnings and EBITDA and a variety of technical and momentum measures. All stocks can be sorted by any key metric to uncover hidden investment gems. FREE with an annual Advisor (GOLD level) subscription. Save 25% with an upgraded premium membership. Join Today!
Valuentum's Dividend Growth Portfolio Retirement Model (Calculator)
Do you or your clients have a dividend growth portfolio? If so, this model is indispensable. It's the best tool out there to account for the quarterly reinvestment of growing dividends after adjusting for future equity price growth in a portfolio setting. This model will allow you to better plan for your and your clients' retirement needs and has unmatched functionality. Plus, this tool has easy-to-follow instructions and is customized to provide deliverable print outs for you or your clients. Your firm's logo can be added, too. Only $99.98 with a paid annual subscription to our website. Just $199.99 without. Subscribe now!
Valuentum Dividend100
Already a financial advisor client? Click here to download the most recent version. The latest edition of this 125-page+ quarterly publication puts the top 100 high-quality, dividend gems at your fingertips. We believe the Valuentum Dividend100 to be a must-have for the income investor. The quarterly Dividend100 is included in a Financial Advisor subscription. Save 25% with a premium annual membership. Join today!
Valuentum Ideas100
Already a financial advisor client? Click here to download the most recent version. The latest edition of the Valuentum Ideas100 puts the top 100 highest-quality stocks at your fingertips to build an ironclad, diversified portfolio. We assess the strength and duration of a firm's competitive advantages via our ValueCreation rating (ROIC less WACC), and we evaluate the business risk profile of each company on the basis of expected volatility of key value drivers captured in our ValueRisk rating. A must-have for any investor. The quarterly publication of the Ideas100 is included in a Financial Advisor subscription. Save 25% with a premium membership. Join Today!


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.