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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

Nov 21, 2017
A “Terrible” Negative Alpha-Generating “Trade” and More
Let’s walk through some of the news before the Thanksgiving holiday, and one of the bigger missteps we made during 2017.
Nov 20, 2017
Valuentum’s “Home Runs” During 2017
Image Source: Keith Allison. We don’t take many swings, but when we do…
Nov 19, 2017
Nelson on Bogle, Part I
Image shown: An example illustrating how the dividend is a component of capital appreciation that otherwise would have been achieved had the dividend not been paid. Such a situation applies to both regular and special dividends. "The kind of commentary that makes broad generalizations about expectations of future returns is exactly why people are so eager to get into passive investment strategies. Since the 1920s, it seems as though the individual investor has assumed the stock market was rigged or impossible for average Joes to figure out, but instead of the "I'll get it next time" mentality that was present leading to the crash of '29, individual investors have "evolved" to the point that now the idea is if you can't beat the market, just buy the whole thing. Leaders like Bogle continue to take tremendous shortcuts in explaining forecasts, leaving the average investor like a student trying to copy math homework off a peer that didn't show his/her work. When the test comes around, and the problem is a bit different, the copier is up a creek." -- The Valuentum Team
Nov 14, 2017
How Have Our “Best Ideas” Performed During 2017?
The top-weighted ideas are getting the job done, while we avoided one of the biggest missteps in all of 2017. We’ve had better years, but 2017 was still a great one.
Oct 25, 2017
Does Visa Ever Disappoint?
Image Source: Visa. The credit card company's stock hit an all-time high on the trading session October 25. We continue to be huge fans of the company’s fundamentals.
Oct 22, 2017
Dividend Increases/Decreases for the Week Ending October 20
Let's take a look at companies raising/lowering their dividends this week.
Oct 20, 2017
The Market Loves PayPal; Shares Now $70+
Image Shown: PayPal's stock has been a huge winner in the Best Ideas Newsletter portfolio. Payments processor PayPal reported fantastic third-quarter results and raised its full-year guidance for the third time in as many quarters. Shares are surging.
Sep 25, 2017
Boeing, Visa Top Dow Performers Thus Far in 2017
Image Source: Ken Mist. Two of our favorite ideas have been leading the pack.
Sep 8, 2017
The Wisdom of Oaktree's Howard Marks
Image Source: emmolos. The latest memo from Oaktree's Howard Marks here should be read and then read again. The section on passive investing is an absolute treasure. "Passive investing is done in vehicles that make no judgments about the soundness of companies and the fairness of prices.  More than $1 billion is flowing daily to “passive managers” (there’s an oxymoron for you) who buy regardless of price.  I’ve always viewed index funds as “freeloaders” who make use of the consensus decisions of active investors for free.  How comfortable can investors be these days, now that fewer and fewer active decisions are being made?" -- Howard Marks, Oaktree Capital
Sep 1, 2017
Let's Talk Business Analysis
Image Source: Ian. Valuentum's Brian Nelson explains the benefits of combining both economic moat and economic castle analysis in business analysis. An excerpt from part II of Valuentum's four-part investment education workshop.


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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.