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
Oct 28, 2025
Your Role as a Choice Architect
Image: Impact Hub Global Network. Richard Thaler in his groundbreaking book Nudge, co-written with Cass Sunstein, talked about the role of the choice architect. A choice architect is basically someone or some organization that has the responsibility for organizing the context and content in which people make decisions. At Valuentum, we can never provide personalized buy/sell advice, but in providing publishing services, we've opted for the healthy option for members, and that sometimes means you won't find a large selection of dessert options. This isn't a shortcoming of our service (i.e. we know desserts are tempting), but rather a key positive attribute. As we've shown time and time again, you don't need to look far to beat the market return (or, by comparison, to have a healthy diet). If something is not on the menu at Valuentum, it means the chef has something better cooking in the kitchen. Here's to your long-term financial health! Jun 3, 2025
Dollar General Raises Guidance Despite Tariff Uncertainty
Image: Dollar General’s shares have been under pressure the past few years. Dollar General updated its fiscal year 2025 guidance to reflect first quarter results and tariff uncertainty. Its updated guidance “assumes the company will be able to mitigate a significant portion of the potential impact to its cost of goods sold from tariffs at currently implemented rates, but that consumer spending could be pressured by tariff-related price increases.” As a result of these moving parts, net sales growth for fiscal 2025 is targeted in the range of 3.7%-4.7%, up from prior expectations of 3.4%-4.4%. Same-store sales growth for the year is targeted at 1.5%-2.5% compared to prior expectations of 1.2%-2.2%. Diluted earnings per share is expected in the range of $5.20-$5.80 compared to its prior expectation in the range of $5.10-$5.80. Shares yield 2.4% at the time of this writing. 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 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. Mar 17, 2025
Dollar General’s Long-term Framework Looks Achievable
Image Source: TradingView. Dollar General updated its long-term financial framework for the next five years. Its annual goal includes net sales growth of 3.5%-4%, same-store sales growth of 2%-3%, adjusted operating margin of 6%-7% beginning in 2028-2029, adjusted diluted earnings per share growth of 10%+ beginning in 2026, new unit growth of approximately 2% and capital spending of approximately 3% of net sales. Though its long-term plans look achievable, Dollar General is no longer an idea in any of the newsletter portfolios. Dec 8, 2024
Dollar General Hit By Hurricane-Related Expenses
Image Source: Valuentum. Looking to fiscal 2024, Dollar General’s net sales growth is expected in the range of 4.8%-5.1% compared to prior expectations of 4.7%-5.3%. Same-store sales growth for the year is targeted in the range of 1.1%-1.4% compared with prior expectations in the range of 1%-1.6%. Diluted earnings per share for the year is now anticipated in the range of $5.50-$5.90 compared to prior expectations of $5.50-$6.20. For fiscal 2025, Dollar General plans to execute 4,885 real estate projects, including opening roughly 575 new stores in the U.S., up to 15 new stores in Mexico, fully renovating approximately 2,000 stores, remodeling roughly 2,250 stores, and relocating approximately 45 stores. Though its same-store sales growth and store expansion initiatives are noteworthy, Dollar General no longer makes the cut for inclusion in any of the newsletter portfolios. Sep 9, 2024
Latest Report Updates
Check out the latest report updates on the site. Sep 4, 2024
Dollar General's Business Model Challenged By Walmart’s Strength
Image: Dollar General’s shares have been under considerable pressure the past couple years. Dollar General cut its outlook for fiscal 2024. Net sales growth is now expected in the range of 4.7%-5.3% compared to its previous expectation of 6%-6.7%. Same store sales growth is now anticipated in the range of 1%-1.6%, compared to previous expectations of 2%-2.7%. Diluted earnings per share are now targeted in the range of $5.50-$6.20, compared to prior expectations of $6.80-$7.55. Shares of Dollar General plummeted on the news, and we see no reason to jump into the name, particularly given the competitive market environment, with Walmart likely gaining share. 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.
|
|||||||||||||||||||||
Image Source: EpicTop10.com. We have to be on high alert about how our minds work. PBS recently delivered a four-part series examining how easily our minds are being hacked, and why it is so important to "think slow." When it comes to the active versus passive debate, does the analysis suffer from parameter risk? With respect to empirical, evidence-based analysis, does the analysis have the entire construct wrong? When it comes to short-cut multiples, are we falling into the behavioral trap of thinking on autopilot?