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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.
Jan 31, 2014
Dividend Increases/Decreases for the Week Ending January 31
Let's take a look at dividend increases/decreases for the week ending January 31.
Jan 24, 2014
SEC Proposes Barring the Chinese Units of the Big 4 Accounting Firms for 6 Months; A Washington-Beijing Scuffle; Neither Firm-Specific, Nor Is It "New" News
Though such a topic makes for great headlines, it is neither fundamental/material to our intrinsic value estimates nor does it imply any wrongdoing by any firm. We don't view this as "new" news.
Jan 24, 2014
Icahn's In-depth Letter to Apple Still Does Not Remove Time Horizon
We believe Apple's shares have valuation upside, but as we have outlined before, activist investor Carl Icahn's proposal to force Apple to buy back stock over a certain time period ("during fiscal 2014") as opposed to under a certain price (our fair value estimate) is imprudent. We encourage Icahn to further revise his proposal. Additionally, we think Icahn's valuation process is too simplistic, and we encourage him to disclose a more rigorous valuation assessment of the firm.
Jan 21, 2014
Johnson & Johnson Registers Strong Fourth Quarter Performance; 2014 Outlook Conservative
We continue to like J&J’s fortress balance sheet and strong dividend growth potential.
Jan 16, 2014
Valuentum's January Edition of Its Best Ideas Newsletter!
The January edition of the Best Ideas Newsletter is now available.
Jan 13, 2014
M&A Heating Up
Riverbed, Foster Wheeler, and Beam become the latest targets.
Jan 10, 2014
Alcoa’s 4Q Earnings Fall Short of Expectations
We think there are better ideas than Alcoa in which to put capital. Let’s examine Alcoa’s fourth-quarter report if only to get a feel for how global end markets are performing.
Jan 8, 2014
The Best Ideas for 2014 and Beyond: Part II
Let’s dive into Part II of this special best ideas edition. This article focuses on the positions in the Dividend Growth portfolio.
Jan 7, 2014
In-Line Is Good Enough…for Today
Valeant Pharma issues in-line guidance for 2014, while Cray reiterates outlook. Shares of both companies soar.
Jan 5, 2014
Throw December Auto Sales Numbers Away; December Ice Storms and a Late Thanksgiving Holiday to Blame
We’re not reading too much into December auto sales numbers, which weren’t as strong as expected. 2013 was a fantastic year for the automakers, and we think 2014 will be even better.


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.