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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

Oct 24, 2019
Our Reports on Stocks in the Restaurants - Fast Food & Coffee/Snacks Industry
The restaurant industry has benefited from a long-term trend toward eating out, but the space has become increasingly more competitive as new concepts are introduced and successful chains expand. Not only are there pricing pressures and trade-down threats, but rising costs for commodities and labor have pressured profits. Barriers to entry are low, and many constituents have a difficult time differentiating themselves. We tend to like larger chains that benefit from scale advantages and international expansion opportunities, though niche franchises can be appealing. We’re neutral on the structure of the group.
Oct 12, 2019
ICYMI: Interview with Valuentum's President Brian M. Nelson, CFA
Catch up with Valuentum's President Brian M. Nelson, CFA in a recent interview with dividend growth investor Arne Magnus Lorentzen Ulland of the blog stockles.
Sep 17, 2019
DGN Holding Cracker Barrel Posts a Solid Quarter, Issues Promising Fiscal 2020 Guidance
Image Source: Cracker Barrel - IR Presentation.  Dividend Growth Newsletter portfolio holding Cracker Barrel Old Country Store reported fourth quarter earnings for its fiscal 2019 (ended August 2) on September 17 that were positively received by the market. We like Cracker Barrel’s dividend growth trajectory as its payout expands alongside its free cash flows.
Jul 30, 2019
McDonald’s Not on the Value Menu
Image Source: Valuentum's 16-page Report of McDonald's. We can’t get anywhere close to McDonald’s share price with our discounted cash-flow valuation process. That doesn’t mean that shares are destined to fall, but it may indicate that the stock has pulled forward future returns. In any case, investors in McDonald’s should be cautious.
Jul 27, 2019
We Just Can’t Justify Starbucks’ Lofty Valuation, Even After Its Great Quarter
Image Shown: The red dot signifies where shares of SBUX are trading at as of midday trading on July 26. Shares of Starbucks are trading well above the top end of our Fair Value Range. We just can’t see a way to justify its current lofty valuation other than, to quote Alan Greenspan, irrational exuberance. While Starbucks has a promising growth trajectory ahead of it, we see its valuation as stretched after updating our model. The top end of our fair value estimate range stands at $89/share, well below where SBUX is trading at as of this writing.
Jun 11, 2019
Beyond Meat’s Market: $5 Billion or $1.5 Trillion?
Image: The Beyond Burger accounted for about 70% of the company’s sales in 2018. Source: S-1. The big question: how big is Beyond Meat’s opportunity? Is it $5 billion or $1.5 trillion?
Jun 5, 2019
Cracker Barrel 's Lofty (and Hidden) Dividend Yield
Image Source: Cracker Barrel Presentation (10/17). We continue to like Cracker Barrel as an idea in the Dividend Growth Newsletter portfolio. Its special dividends fly under the radar, offering those that are willing to dig a bit deeper in the analysis a nice reward.
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.
Apr 26, 2019
Facebook Was Textbook, Intel Still About Fairly Valued After Weakness
Image: Best Ideas Newsletter portfolio holding Facebook's stock has advanced 56% since it bottomed in December. This is yet another textbook execution of the Valuentum Buying Index, a strong breakout of the downtrend on a significantly undervalued stock. See also the example with Apple on page 241 in Value Trap: Theory of Universal Valuation.
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.


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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.