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Valuentum Commentary
Jun 16, 2017
Amazon To Buy Whole Foods: Not Creative Destruction, Just Destruction
Image Source: Mike Mozart. Amazon announced plans to buy Whole Foods. We’re viewing the news as affirmation of our decision to stay largely away from retail exposure in the newsletter portfolios. We think a bidding war for Whole Foods is possible, mostly to keep it and its real estate out of the hands of Amazon, potentially setting up for a true “winner’s curse” scenario. The winner will overpay. Jun 2, 2017
Dollar General: 27 Consecutive Years and Counting
The dollar store industry is one that often flies under the radar of many investors that are looking for more glamorous ideas. However, the often-counter recessionary trends of their businesses coupled with unit proliferation makes them worthy of consideration, in our view. We like Dollar General the most. 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 13, 2017
Trash As A Source of Cash and 2 New Additions to the Best Ideas Newsletter Portfolio
Image Source: thetaxhaven. We’re making a number of adjustments to the Best Ideas Newsletter portfolio. Oct 14, 2015
Bellwether Snapshot: Walmart, Boeing, CSX
The news hasn’t been great for several industry bellwethers, but some developments are more serious than others. Jun 22, 2014
Valuentum Economic Castle™ Rating Update
Members should expect the initial Economic Castle™ ratings. Mar 13, 2014
Dollar General’s Outlook A Little Light; Could Consolidation Be Brewing in the Dollar Store Space?
Dollar General’s fiscal 2014 earnings outlook came in a bit lighter than expectations. We think consolidation is becoming more likely on the heels of increased competition. Jan 24, 2014
Dividend Increases/Decreases for the Week Ending January 24
Let's take a look at dividend increases/decreases for the week ending January 24. Dec 6, 2013
Surveying the Retail Landscape: Dollar General, Kroger, and Costco
Dollar General’s pace of same-store sales expansion bests that of Kroger and Costco. The consumer trade-down continues. Nov 22, 2013
Surveying 3Q Performance Across the Retail Spectrum
Sears, Target, and Dollar Tree reported third-quarter results. Let’s take a look at their income statements to hammer home the various degrees of operating performance across the sector. The ‘real estate’ thesis among investor psyches is becoming crowded. 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
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and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.
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