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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

Aug 19, 2019
No Recession At Walmart; Estee Lauder Not Cheap
Image Source: Mike Mozart. Walmart’s results were quite reassuring regarding the health of the economy. There are also pockets of significant strength, with prestige beauty being catapulted by a “selfie generation.”
Aug 15, 2019
Macy’s Cuts Guidance, Dividend Cut Could Be on the Horizon
Image Shown: Macy’s cut adjusted EPS guidance for FY2019, which implies a material drop from its FY2018 performance. Flat revenue guidance, gross margin pressure, and rising SG&A expenses all signal there’s likely more pain yet to come. Image Source: Macy’s – IR Presentation. We are staying far away from Macy’s and most retailers in general, but continue to like Dollar General Corporation as the nimble retailer has posted stellar performance since joining the Best Ideas Newsletter portfolio in April 2017.
Aug 7, 2019
Sprouts’ Growth Spurt Followed by Weak Operating Margins and Terrible Guidance
Image Source: Sprouts Farmers Market Inc -- IR Presentation. We see shares of SFM as fully valued, if not generously valued, as the organic grocer’s growth story is contending with major headwinds and pressures on its margins don’t appear to be fading anytime soon.
Jun 14, 2019
Dividend Increases/Decreases for the Week Ending June 14
Let's take a look at companies that raised/lowered their dividend this week.
May 31, 2019
Mall Retail Armageddon?
We think investors should be extremely cautious if they are interested in any mall retailers. Mall REITs are starting to feel some of the pain, too.
May 23, 2019
Lowe's Misses, Nordstrom Buckles, Target and Best Buy Shine
Need short idea considerations in this tumultuous market? Consider the Exclusive publication here. We release a new short idea consideration each month, in addition to an income and capital-appreciation idea. East Coast friends: Brian will be available for a book signing at Headline Books booth 957 at the American Library Association Conference at the Walter E. Washington Convention Center in Washington DC June 22 (more details to follow). Value Trap has been named a Next-Generation Indie Award Winner!
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 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.


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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.