Valuentum Exclusive Analysis for the Discerning Investor

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Dec 27, 2019

Streaming Wars Roundup
Image Shown: Shares of Netflix Inc came under pressure around the same time that competition in the streaming video space really started to heat up. Those competitive headwinds are only going to build going forward. This is often referred to the start of the “streaming wars” which is what we’ll cover in this article.With so many competitors now entering the streaming space, it will likely become hard for companies to push through price increases unless they are truly producing top tier content. That will make covering enormous content creation liabilities a difficult but not impossible task. Our favorite companies in this space remain Apple and AT&T. Differentiation is possible in this industry but having a strong free cash flow profile (both Apple and AT&T’s free cash flows are simply enormous) is essential to having a chance.

Oct 28, 2019

High Yield Dividend Newsletter Portfolio Holdings AT&T and Philip Morris International Continue to Shine
Image Shown: AT&T continues to surge higher this year as shares of T converge towards their intrinsic value, a process supported by recent activist investor activity directed towards the company. If you may wish to add the High Yield Dividend Newsletter to your membership, please click here.We continue to like the resurgence in AT&T's shares of late. The company is rapidly converging to our $40 per share fair value estimate, and as the company divests assets and pursues deleveraging, its dividend growth profile is enhanced. Shares already yield an enticing 5.3%, too. Philip Morris has rallied considerably since it broke deal talks with Altria, and we believe the company has a relatively lower business risk profile than Altria. Both Philip Morris and Altria have Dividend Cushion ratios below the 1.25x threshold, or GOOD threshold, but given more positive overall trends at Philip Morris, we prefer the company over Altria at this time. Shares of Philip Morris yield a lofty 5.7% at the time of this writing.

Sep 10, 2019

Consider This Blue Chip High Yield Dividend Play
Shares of AT&T moved higher on September 9 after hedge fund manager Elliott Management, run by multibillionaire activist investor Paul Singer, disclosed a $3.2 billion stake in the firm. The hedge fund has big plans for AT&T and is pushing for changes at the telecommunications, media, and entertainment company.

May 8, 2019

Allergan's Peculiar Non-GAAP Reporting, Wendy's Free Cash Flow, More Reports
In alphabetical order by ticker symbol: AGN, EA, ENR, LYFT MYL, PZZA, S, WEN.

Dec 31, 2018

Valuentum Stock Screeners
Brian Nelson provides members with an update on Valuentum's stock screeners and the significant number of forward-looking data we provide. This article was sent to members via email December 29.

Dec 20, 2018

Market Mayhem -- Alerts for Members
Dear members -- we released a number of emails today. Please read and let us know if you have any questions. We're here for you.

Sep 5, 2018

There Is Milk At The Store
"Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning." -- Winston Churchill

Aug 6, 2018

Valuentum’s Weighted Average Cost of Capital (WACC) Distribution
The weighted average cost of capital is one of the most subjective measures in corporate finance, but it is also one of the most important ones.

May 30, 2018

Study: Valuentum's Best Ideas Newsletter Portfolio
"Though we largely achieved the Best Ideas Newsletter portfolio’s goals in advancing the newsletter portfolio each publication year (ends December 15) and achieving relative outperformance and risk-adjusted superiority to the benchmark, we may have done even better had our equity allocation been full during the measurement period." -- Brian Nelson, CFA

Apr 30, 2018

M&A Roundup: Sprint and T-Mobile Finally Official, Marathon Petroleum to Become Nation’s Largest Refiner
Image Source: Mike Mozart. A number of notable deals hit the wires over the weekend or Monday morning. Let's take a quick look. We expect to update our reports on the respective companies in the coming days.