Valuentum Exclusive Analysis for the Discerning Investor

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Nov 10, 2019

Member Question: Reaves Utility Income Fund
Image Source: Reaves Utility Income Fund, April 30. Question: Have you ever looked at Reaves Utility Income Fund (UTG)? The fund is a utility fund that uses a little bit (20%) of leverage. I have owned them for a long time and have made a good return, but I wonder going forward if I should keep them in my portfolio? Utilities are popular right now, but popularity worries me.

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.

Oct 10, 2019

5 Questions Answered by the Valuentum Team
Image Source: Eric. Let’s cover some recently asked questions for the benefit of all.

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.

Sep 6, 2019

Dividend Increases/Decreases for the Week Ending September 6
Let's take a look at companies that raised/lowered their dividend this week.

Apr 24, 2019

Earnings Reports Flying In!
Earnings reports are flying in. We thought Air Products', Hasbro's, and Lockheed's quarterly updates were standouts.

Mar 29, 2019

8 Announcements and Top Research You May Have Missed
8 Announcements. This article was sent to members via email March 27.

Jan 31, 2019

Our Reports on Stocks in the Wireless Telecom Services Industry
Image Source: American Tower. We have dropped coverage of AMT, CCOI, CCI, IRDM, SBAC.

Oct 24, 2018

Earnings Roundup: Bellwethers and Big Name Dividend Payers
Image Source: Mike Cohen. Let’s take a look at some high-profile earnings reports of this week, including Boeing, Caterpillar, 3M, AT&T, and Verizon.

Sep 7, 2018

Dividend Increases/Decreases for the Week Ending September 7
Let's take a look at companies that raised/lowered their dividend this week.