Member LoginDividend CushionValue Trap |
Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Mar 4, 2019
News Roundup: US-China Trade Talks, Plastics Prices, Vale, and Philip Morris
No changes to newsletter portfolios. Mar 1, 2019
News Roundup: Tesla, Gap, eBay, Stericycle, Foot Locker, and Monster Beverage
No changes to newsletter portfolios. Mar 1, 2019
Part III: Buffett’s Letter to Berkshire Shareholders
Part III of our analysis of Buffett’s Letter to Berkshire Shareholders emphasizes the importance of companies buying back stock at prices below estimated intrinsic value. We talk about how the Oracle thinks about his excess cash, and why he always seems to be there ready to bail out trouble when the financial markets head south. His thoughts on the market are included, too. Feb 28, 2019
ConocoPhillips: Turnaround Story in Progress
Image Source: ConocoPhillips ConocoPhillips disappointed income-oriented investors when it cut its payout back in early 2016, a situation that was predictable given the company’s weakened Dividend Cushion ratio. However, a lot has changed since then. Now, ConocoPhillips’ Dividend Cushion ratio has climbed back to 3.5, and it’s likely the turnaround strategy launched by management several years ago will enable ConocoPhillips to reclaim its status as an income growth idea in the future. We continue to watch the company closely. Feb 28, 2019
Earnings Not So Hot, High Yield Dividend Newsletter Archives
No change to newsletter portfolios. Feb 27, 2019
News Roundup: Tesla’s Musk, Department Stores, Summit Midstream, Cracker Barrel, Home Depot, GE and More
No changes to simulated newsletter portfolios. Feb 26, 2019
Part II: Buffett’s 2018 Letter to Berkshire Shareholders
Part I of this multi-part series focused on Warren Buffett’s transition away from what we consider arbitrary book value and how the Oracle of Omaha thinks about share buybacks. Let’s dig further into his letter in Part II. Feb 24, 2019
Part I: Berkshire’s 2018 Shareholder Letter Does Not Disappoint
Warren Buffett was on point in his most recent letter to Berkshire Hathaway shareholders. The company remains one of our favorite ideas in the Best Ideas Newsletter portfolio. Feb 22, 2019
Kraft-Heinz Blows Up, More Updates!
Image shown: The rating history of Kraft-Heinz (KHC). Valuentum members were warned in advance of this pricey equity in 2016/2017, and the VBI rating never advanced past 5 since then after registering a 1, the worst rating, on two separate occasions.
prev12345678910111213141516171819202122232425
26272829303132333435363738394041424344454647484950 51525354555657585960616263646566676869707172737475 767778798081828384858687888990919293949596979899100 101102103104105106107108109110111112113114115116117118119120 121122123124125126127128129130131132133134135136137138139140 141142143144145146147148149150151152153154155156157158159160 161162163164165166167168169170171172173174175176177178179180 181182183184185186187188189190191192193194195196197198199200 201202203204205206207208209210211212213214215216217218219220 221222223224225226227228229230231232233234235236237238239240 241242243244245246247248249250251252253254255256257258259260 261262263264265266267268269270271272273274275276277278279next 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.
|