Member LoginDividend CushionValue Trap
|
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
Apr 28, 2017
More First-Quarter Earnings Flying In: GM, Ford, Big Oil and More
Image Source: General Motors. GM’s dividend yield and valuation opportunity are incredible, while Microsoft’s free cash flow generation and solid net cash position speak to tremendous dividend strength. We liked what we saw out of Union Pacific during the first quarter, and you have to be aware of Big Oil’s bloated balance sheets. All of this and more included in this piece. Feb 27, 2017
Recent Material Fair Value Estimate Changes
Fair value estimates are never static. Let's walk through some of the more material ones we've made during the past month or so. Dec 7, 2016
Valuentum Weekly Web Commentary
Let’s take a look at some of the Valuentum Team’s commentary from the past week. Nov 21, 2016
Dividend Increases/Decreases for the Week Ending November 18
Let's take a look at companies raising/lowering their dividends this week. Oct 21, 2016
Tough Times for Rails
Image Source: Union Pacific. We still like the long-term opportunities in the rails, and the time may be ripe to consider owning some fantastic businesses in light of their pricing weaknesses. Union Pacific is our favorite. May 12, 2016
Fundamental Strength To Outweigh Short-Term Volatility
Image Source: texasfeel. Let’s take a look at recent events impacting a few Best Ideas Newsletter portfolio holdings. Mar 10, 2016
Part I: Nelson’s Evaluation of Berkshire’s 2015 Annual Report
Image Source: Fortune Live Media. The first of Nelson’s three-part evaluation of Berkshire Hathaway’s 2015 annual report. Dec 18, 2015
Analysis: The Best Ideas Portfolio
The Best Ideas Newsletter portfolio is one of the most followed newsletter portfolios among our membership. In the spirit of transparency, let’s examine the portfolio’s returns from a variety of different perspectives. The Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio are not real money portfolios. Results are hypothetical and do not represent actual trading. Past results are not a guarantee of future performance. Dec 6, 2015
Leading Investors to Water…
…did they drink? Let’s examine the performance of Valuentum’s best ideas in 2015. Nov 16, 2015
Railroad Merger Talks
A couple major North American railroad companies have reportedly begun preliminary merger talks. Let’s take a look at the potential of a deal getting done. 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.
|
|||||||||||||||||||||
