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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.
Latest Valuentum Commentary

Jul 23, 2019
Roaring 20s? -- Consumer Staples Valuations Stretched
Image Source: Alan Levine. Strong outlooks for Kimberly-Clark, United Technologies, Hexcel and Lockheed Martin point to an economy that is still gaining momentum. We caution investors of consumer staples stocks, however, with many equities holding large net debt positions, and the sector trading at almost 20 times forward earnings. Learn about the difference between the Best Ideas Newsletter portfolio and the Exclusive publication and much more in this note.
Jul 13, 2019
Reviewing PepsiCo’s Latest Earnings
Image Source: Mike Mozart. Shares of PEP trade well above our fair value estimate and as of this writing are trading near the top end of our fair value range. We aren’t looking to add PEP to any newsletter portfolio, but we appreciate PepsiCo’s improving operational and financial performance in the face of foreign currency headwinds, trade wars, and other exogenous events outside of its control.
May 14, 2019
Markets Swooning, Expect Extreme Volatility, Finger on Put-Option Trigger
Image shown: We notified members December 26 that we had moved  the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio to a "fully invested" position, from a 30% and 20% cash "weighting" at the high end of the range, respectively.
May 3, 2019
Dividend Increases/Decreases for the Week Ending May 3
Let's take a look at companies that raised/lowered their dividend this week.
Apr 22, 2019
PepsiCo Fights off Forex Headwinds as it Gets Ready to Take on Amazon
Image Source: PepsiCo Inc -- IR Presentation.As PepsiCo is trading at the upper end of our fair value estimate range and sports a good (but not stellar) dividend growth trajectory, we still prefer ideas in the simulated newsletter portfolios instead.
Apr 9, 2019
Top Research and Ideas You May Have Missed
Is Quant Value Giving Intrinsic Value Investors a Bad Name? Surely, you don't believe Warren Buffett's "style" is out of favor?
Mar 29, 2019
ATTN: Advisors and Planners -- Disruption Is Looming
"With the commoditization of investment advice and intense competition from robos and other more cost-efficient solutions, growth-minded advisors want to create bespoke experiences for clients." -- WealthManagement.com
Mar 29, 2019
8 Announcements and Top Research You May Have Missed
8 Announcements. This article was sent to members via email March 27.
Mar 15, 2019
DG Newsletter Alert, Markets on a Roll! New Highs Coming?
Image shown: We notified members December 26 that we had moved the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio to a "fully invested" position, from a 30% and 20% cash "weighting" at the high end of the range, respectively. It doesn't look like the timing could have been much better.
Mar 7, 2019
Valuentum's Stock and Data Screens and Screeners
Let’s go over where to find Valuentum’s stock and data screens and screeners. We believe our stock screeners are among the most robust when it comes to providing forward-looking data, and our data comes straight from our enterprise discounted cash flow models that we use to derive a company's fair value estimate.


Latest News and Media
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.