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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

May 19, 2025
3 Undervalued Stocks to Consider Buying Now
All told, we think these three names are ripe for the picking. UnitedHealth Group has clearly plummeted on bad headline news, while the market is not giving Nvidia enough credit for the sustainability of its technology. Alphabet is being weighed down by antitrust issues and the concern that artificial intelligence will permanently alter its business model, which we believe will not happen anytime soon, if at all. All three ideas are included in the Best Ideas Newsletter portfolio, where we include a diversified portfolio of ideas for members to consider. Happy investing!
May 19, 2025
Walmart Talks of Higher Prices Due to Tariffs; Trump Takes Exception
Looking to the second quarter of fiscal 2026, Walmart’s net sales are expected to increase 3.5%-4.5%, which includes a 20 basis point tailwind from its acquisition of Vizio. Looking to all of fiscal 2026, the firm left its guidance unchanged. Net sales are expected to increase 3%-4%, while adjusted operating income is targeted to advance between 3.5%-5.5%, which includes a meaningful headwind from lapping leap year. Adjusted earnings per share is expected to be between $2.50-$2.60, including foreign currency headwinds. Though Walmart’s fiscal first quarter results revealed strength, President Trump took exception to Walmart’s plans to raise prices as a result of tariffs. We like Walmart, but don’t include the stock in any newsletter portfolio. Read more >>
May 6, 2025
Magnificent 7 Earnings Reports Not Bad Thus Far
Shortly after Trump's Liberation Day, where the President unveiled lofty tariffs on numerous countries, we released our wait-and-see outlook for the equity markets, which thus far has proven to be the right move, with the markets largely recovering from the depths reached in April. The S&P 500, for example, is down just 3.3% year-to-date, excluding dividends. A lot has happened since Liberation Day, including easing of tariffs to a 10% baseline for most, if not all, countries, with the key exception of China, where tariffs remain extremely elevated and prohibitive. Many countries are now reportedly negotiating trade agreements with the White House, and we expect China to be added to that list soon, even if a full US/China trade agreement won't be completed in the near term, as full-scale trade deals take time to mold. Thus far, we have been impressed by earnings this season, particularly by the Magnificent 7.
Apr 4, 2025
Trump Tariffs Higher than Expected; What We're Doing
The Trump tariff increases came in larger than what we were expecting, and it remains to be seen how they will flow through the global economy, as we monitor potential retaliatory tariffs from other countries. As it relates to the equity markets, we’re taking a wait and see approach at the moment as we monitor new policy changes related to trade, immigration, fiscal (tax), and regulations. In short, we’re not overreacting to the sell off as we won’t have a great handle on the tariff impact to companies for a few quarters when they report results post-tariff increases. That said, we’re expecting continued market volatility, with meaningful risk to the downside, before trade uncertainty alleviates in the coming months.
Jan 13, 2025
Walgreens Reports Better Than Feared Results, Shares Yield 8.5%
Image Source: Walgreens. Looking to 2025, Walgreens maintained its adjusted earnings per share guidance of $1.40-$1.80 (consensus was at $1.53), noting “growth in U.S. Healthcare and International segments more than offset by a decline in U.S. Retail Pharmacy, a higher adjusted effective tax rate, and lower contributions from sale-leaseback and Cencora earnings.” Shares of Walgreens are trading at just 7.4x current fiscal year earnings, while boasting a yield of 8.5% at the time of this writing. Though improving, free cash flow continues to be negative at Walgreens, however, and while its dividend is far from safe after its dividend cut, the company is working aggressively to get things back on track.
Sep 26, 2024
An Important Measure of Leverage for Dividend-Growth and Income-Oriented Shareholders, One That Is Dividend-Adjusted
As more and more investors rely on company dividends for income, dividends, in our view, have become more debt-like commitments in nature, especially from the perspective of dividend-growth or income-oriented shareholders. Years ago, we rolled out a measure of financial leverage that considers both the company’s debt and the present value of its future expected cash dividend obligations, which, in the eyes of die-hard dividend-growth or income-oriented shareholders, may be implicitly assumed to be debt-like commitments in substance. We think this leverage ratio can be used in conjunction with the Dividend Cushion ratio to gain additional insight into the dividend-paying financial health of an entity.
Sep 19, 2024
Brain Teaser - Reflexive versus Reflective
Image: Amy Leonard. Valuation multiples tend to trigger the reflexive side of our brain, and we process the multiples through anchoring. On the other hand, enterprise valuation, or the process required to answer the questions (in this article) correctly, shows that our reflexive process can be quite incorrect at times. In fact, cognitive biases such as anchoring can completely trip us up into missing out on truly undervalued companies that may have high P/E ratios while baiting us into value traps with low P/E ratios.
Aug 9, 2024
Paper: Value and Momentum Within Stocks, Too
Abstract: This paper strives to advance the field of finance in four ways: 1) it extends the theory of the “The Arithmetic of Active Management” to the investor level; 2) it addresses certain data problems of factor-based methods, namely with respect to value and book-to-market ratios, while introducing price-to-fair-value ratios in a factor-based approach; 3) it may lay the foundation for academic literature regarding the Valuentum, the value-timing, and ultra-momentum factors; and 4) it walks through the potential relative outperformance that may be harvested at the intersection of relevant, unique and compensated factors within individual stocks.
Jul 7, 2024
Latest Report Updates
Check out the latest report updates on the website.
Jun 27, 2024
Shares of Walgreens Boots Alliance Collapse
Image: Walgreens’ shares have been under constant pressure for some time now. On June 27, Walgreens Boots Alliance reported mixed third quarter results for fiscal 2024. Though net cash provided by operating activities and free cash flow improved in the fiscal third quarter, the better cash management was overshadowed by lowered guidance. The company lowered its fiscal 2024 adjusted earnings per share guidance to the range of $2.80-$2.95 “reflecting challenging pharmacy industry trends and a worse-than-expected U.S. consumer environment.” Consensus had been looking for $3.22 per share in adjusted earnings for the fiscal year. We’re not interested in Walgreens at all and think the worst may still be ahead for the company. Shares yield ~8.5% at the time of this writing.


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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.