Valuentum Exclusive Analysis for the Discerning Investor

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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

Sep 24, 2017

AT&T’s 5% Dividend Yield: Is It Sustainable?
Image Source: Mike Mozart. The question on everyone’s minds: Is AT&T’s dividend sustainable?

Sep 9, 2017

Dividend Increases/Decreases for the Week Ending September 8
Let's take a look at companies raising/lowering their dividends this week.

Aug 3, 2017

Video: Explaining the Valuentum Buying Index
The Valuentum Buying Index (VBI) stands on the shoulders of giants in finance in uncovering investment ideas.

Jun 5, 2017

Labor and the Economic Cycle
As we arguably near the “peak” in the business cycle, labor is starting to demand more, a dynamic that we believe is emblematic of the period of aging economic expansion. Let’s have a look at what’s happening in the fight for higher wages.

May 14, 2017

eBay Up 50%+ Since Nelson’s Open Letter to Yahoo CEO
In February 2016, President of Investment Research at Valuentum penned an open letter to Yahoo’s CEO Marissa Mayer. In it, he said a combination of Yahoo-eBay would be substantially value-creating for shareholders. eBay’s stock has advanced 50%+ since that letter.

May 4, 2017

Valuentum’s 3 Breakthroughs in the Field of Finance and More
Valuentum's President Brian Nelson pauses for a picture before speaking at the CFA Society of Houston in March 2017. Let’s cover Valuentum’s 3 major breakthroughs in the field of finance. The first one is big and may challenge you to rethink everything you think you know about investing.

Mar 2, 2017

Dow 21,000+; Forward P/E on S&P 500 ~18!!!
To say that the broader equity market is “extended” is an understatement.

Jan 24, 2017

Verizon’s Debt Load Is Too Much and Its Deal with Yahoo Is a Silly Distraction
Image Source: Mike Mozart. Verizon’s financial metrics didn’t stack up during 2016, and management suggested 2017 will be more of the same. We’re cautious on this overleveraged, capital-intensive telecom giant.

Dec 29, 2016

5 Shocking Stock Market Predictions for 2017
Image Source: Claudia Dea. Valuentum: 2017 Is the Year of Evangeline Adams.