ValuentumAd

Official PayPal Seal
Valuentum Reports













Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Latest Valuentum Commentary

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
May 25, 2018
The Most Important Topic in Stock Investing
President of Equity Research, Brian Nelson, discusses why price vs. value is the paramount consideration in stock investing.
May 10, 2018
Generic Drug Deflation Continues to Hamper Cardinal Health and AmerisourceBergen
Image Source: Aaron Fulkerson. A severe case of rampant generic drug deflation continues to hamper the share prices of Cardinal Health and AmerisourceBergen. We are monitoring the drug deflation numbers posted by the drug wholesalers as a key gauge of the investment merits of the group.
Apr 18, 2018
ICYMI: Valuentum’s Improved Stock and ETF Web Pages
Valuentum has rolled out improved stock and ETF web pages on its website www.valuentum.com. Now, subscribers can access key proprietary information on the stock and ETF web pages in addition to the customary stock and ETF reports.
Mar 13, 2018
Our Ideas Are Performing Awesome So Far in 2018!!! 6 of the Top 7 of the Dow!
We’ve done a fantastic job identifying some of the top performers in the Dow Jones Industrial Average during 2018 (6 of the top 7!), but to be fair, a couple haven’t panned out that well either. In any case, we couldn’t be more pleased with the simulated newsletter portfolio ideas.
Mar 12, 2018
The "Luck" and "Randomness" of Index Funds
If the year-to-year performance of active funds relative to index funds can be considered “random,” so then is the year-to-year performance of index funds relative to active funds, regardless of fees and expenses. Image shown: page 1 of 14.
Feb 15, 2018
Cisco Rallies Big Time!
Image shown: Performance of the S&P 500 (SPY) since August 2017. As US equities continue their newly-found volatility, let’s take a look at some recent earnings reports and other developments around the markets. Cisco, the workhorse of both simulated newsletter portfolios, put up a fantastic report and upped its dividend. Berkshire continues to love Apple, and we maintain the view that the 10-year Treasury rate may be the greatest determinant of how well stocks perform in the coming decades. Airlines, garbage stocks, the “gas tax,” and more.
Jan 31, 2018
Boeing!
Image shown: Boeing's shares have been rocketing higher of late! We couldn’t be more pleased with how one of our best ideas for consideration has performed: Boeing!
Jan 10, 2018
The New Theorem of the Stock Market
Image Source: Value and Momentum Within Stocks, Too (Valuentum). Learn about the new theorem of the stock market.
Jan 8, 2018
Mutual Fund Tragedy, ROE, and the Time Horizon
Comparisons between growth versus value stocks may never go away, but President of Investment Research Brian Nelson explains why you should know better than to think stocks can easily be divided up as such. He talks about this, as well as the pitfalls of ROE (return on equity) and how to think about the time horizon. Running time: ~10 minutes.


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 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.