Valuentum Exclusive Analysis for the Discerning Investor

Symbol Keyword

Nov 26, 2017

How to Think About Corporate Tax Reform
Image Source: DonkeyHotey. Donald Trump and team are working hard to “Make America Great Again,” and lowering tax rates on corporations is a key initiative. Nobody knows for sure whether such efforts will come to fruition, but knowing how to use our research and understanding the fair value estimate range puts you ahead of the crowd, if it hasn’t already.

Nov 19, 2017

Nelson on Bogle, Part I
Image shown: An example illustrating how the dividend is a component of capital appreciation that otherwise would have been achieved had the dividend not been paid. Such a situation applies to both regular and special dividends. "The kind of commentary that makes broad generalizations about expectations of future returns is exactly why people are so eager to get into passive investment strategies. Since the 1920s, it seems as though the individual investor has assumed the stock market was rigged or impossible for average Joes to figure out, but instead of the "I'll get it next time" mentality that was present leading to the crash of '29, individual investors have "evolved" to the point that now the idea is if you can't beat the market, just buy the whole thing. Leaders like Bogle continue to take tremendous shortcuts in explaining forecasts, leaving the average investor like a student trying to copy math homework off a peer that didn't show his/her work. When the test comes around, and the problem is a bit different, the copier is up a creek." -- The Valuentum Team

Nov 17, 2017

How Have Our Best “Dividend Growth Ideas” Performed During 2017?
We wrote recently about how well the top-weighted ideas in the Best Ideas Newsletter portfolio have performed during 2017, but what about the top-weighted ideas in the other newsletter portfolio, the Dividend Growth Newsletter portfolio? How have they performed during 2017? Please tell us you know how well the top-weighted ideas have been performing.

Oct 23, 2017

Earnings Roundup: Unilever, Procter & Gamble, Kimberly-Clark
We love the business models of consumer staples, but recent fundamental performance hasn’t been great, and valuations are a bit stretched. Unilever is blaming natural disasters in the US for its underlying sales growth shortfalls, Procter & Gamble has to deliver now that it defeated Nelson Peltz, and Kimberly-Clark’s meager top-line expansion may not support its valuation. A good business does not always make a good stock.

Aug 24, 2017

Procter & Gamble Is No Gamble
Image Source: P&G. Let’s look at recent results from consumer-products behemoth P&G. Shareholders have benefited from the best of both worlds at P&G of late. Activist pressure is keeping management on its toes, and we like that a lot.

Aug 3, 2017

Video: Explaining the Valuentum Buying Index
The Valuentum Buying Index (VBI) stands on the shoulders of giants in finance in uncovering investment ideas.

Jul 10, 2017

Stock-Selection Methodology, the Valuentum Buying Index
Image Shown: The size of the circles generally reveals the relative emphasis we place on each investment consideration, while the arrows display the order of our process -- value first then technicals and momentum last.We outline the criteria behind the stock-selection methodology--the Valuentum Buying Index (VBI).

May 4, 2017

Valuentum’s 3 Breakthroughs in the Field of Finance and More
Valuentum's President Brian Nelson pauses for a picture before speaking at the CFA Society of Houston in March 2017. Let’s cover Valuentum’s 3 major breakthroughs in the field of finance. The first one is big and may challenge you to rethink everything you think you know about investing.

Apr 26, 2017

S&P 500 Poised to Make New Highs…Again?
The equity markets have welcomed a strong earnings season thus far, but valuation risk and tail uncertainties remain, not the least of which is the possibility of failed tax reform in the US.

Apr 20, 2017

Reflecting on Recent Report Updates: Favorites in an Overheated Market and Other Themes
It’s been some time since we’ve updated members on our recent fair value estimate updates. Let’s take a look at the opportunities that exist in some of our favorite portfolio holdings, as well as some key themes driving recent fair value estimate changes across our coverage universe.