Valuentum Exclusive Analysis for the Discerning Investor

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Jan 7, 2016

The Markets Swoon Again
“I’d rather lose all of our subscribers than all of our subscribers’ money.” – Brian Nelson, CFA

Jan 5, 2016

Seeking to De-risk the Newsletter Portfolios
The conditions are ripe for some newsletter portfolio realignment. Saying good-bye to two underperformers.

Dec 14, 2015

Is the Worst Behind Us? Not Likely
What a hectic month.

Dec 6, 2015

Leading Investors to Water…
…did they drink? Let’s examine the performance of Valuentum’s best ideas in 2015.

Oct 4, 2015

In The Name of Our Independence and Integrity…For Goodness Sake
The vicious attacks and slanderous falsehoods are inappropriate as they are damaging to our reputation. We won’t stand for it.

Sep 25, 2015

Janet Yellen, the Positive GDP Revision, and Nike’s Swoosh
Finally, there’s some good news, but nothing that could change the stormy overall picture.

Sep 18, 2015

The Fed Freezes; Outlook as Bad as Feared or Worse?
The global economy may be far worse than even some pessimists believe, as the need for a continued ZIRP (zero interest-rate policy) remains the Fed’s tactic, at least for now.

Sep 15, 2015

As the World Turns
We’re keeping our eyes on a number of things. First, we’re monitoring property prices in Shanghai and in other larger Chinese cities to assess the potential calamity that falling housing prices and deflation would have on the country’s banking sector and the likelihood of contagion via the British banks, HSBC and Standard Chartered, and the US ones, namely Citigroup and JP Morgan. Second, we’re watching the price of crude oil closely, as its fall will have huge implications on the earnings trajectory of companies that benefit (airlines, restaurants) as well as the ones that suffer (upstream and energy services). The net effect of falling crude oil prices has thus far been negative for S&P 500 earnings, but this may change as the energy sector becomes an ever-smaller part of index construction. Third, who can forget about the Fed, the expected duration of any tightening monetary cycle, and the resulting implications on dividend-paying stocks as Treasury yields rise?

Sep 9, 2015

Talking Technicals: The “Golden Triangle of Destiny”
Volatility may dampen the next few trading sessions until the Fed’s decision. The odds are stacked against the continuation of this multi-year bull market, however.

Sep 8, 2015

5 US-Centric Undervalued Stocks with Fantastic Economics
With most non-US markets crumbling, the resilience of a still-expanding US economy coupled with a strong greenback may make US stocks relative outperformers. Screen: Economic castles with a high percentage of revenue generated in the US that are trading at a large discount to our estimate of their intrinsic value.