Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Latest Valuentum Commentary
Aug 5, 2019
Markets Crumbling Under Trade War
Just a reminder to lock in the Exclusive today. The price of the publication will go up tomorrow. The Exclusive highlights an income idea, a capital-appreciation idea, and a short idea each month. It is limited to 1,000 subscribers. Learn more here.
Jul 17, 2019
Wells Fargo Showing Damage from Scandals
Image Source: Mike Mozart. Wells might be leaking core deposits as compared to peers and paying up for interest earning deposits.
May 6, 2019
Berkshire's Buybacks, More Earnings Reports
In alphabetical order by ticker symbol: ANET, ATVI, BRK.B, CHD, DWDP, DNKN, GILD, HBI, K, TEVA.
May 2, 2019
Occidental Petroleum, Backed by Buffett’s Financial Firepower, Makes a Go At Anadarko Petroleum in an Affront to Chevron
Image Source: Occidental Petroleum Corp -- IR presentation. The bidding war over Anadarko Petroleum is heating up with Warren Buffett’s Berkshire Hathaway offering to invest $10.0 billion in a new 8% preferred issue from Occidental Petroleum, along with warrants to purchase up to 80 million shares of OXY at $62.50, if the energy company successfully acquires Anadarko. Occidental is bidding against Chevron because both firms want Anadarko’s Permian Basin acreage, but the leverage Occidental would take on the fund the deal would be extremely onerous in our view.
Mar 1, 2019
Part III: Buffett’s Letter to Berkshire Shareholders
Part III of our analysis of Buffett’s Letter to Berkshire Shareholders emphasizes the importance of companies buying back stock at prices below estimated intrinsic value. We talk about how the Oracle thinks about his excess cash, and why he always seems to be there ready to bail out trouble when the financial markets head south. His thoughts on the market are included, too.
Feb 26, 2019
Part II: Buffett’s 2018 Letter to Berkshire Shareholders
Part I of this multi-part series focused on Warren Buffett’s transition away from what we consider arbitrary book value and how the Oracle of Omaha thinks about share buybacks. Let’s dig further into his letter in Part II.
Feb 24, 2019
Part I: Berkshire’s 2018 Shareholder Letter Does Not Disappoint
Warren Buffett was on point in his most recent letter to Berkshire Hathaway shareholders. The company remains one of our favorite ideas in the Best Ideas Newsletter portfolio.
Feb 14, 2019
Changes to the Newsletter Portfolios (Best Ideas & Dividend Growth)
Image shown: In our December 26 note to members, we moved the simulated Best Ideas Newsletter and simulated Dividend Growth Newsletter portfolio to "fully invested" from a cash "allocation" of 30% and 20%, respectively at the high end of the range. It has worked out wonderfully as we keep our finger on the put option trigger in case price-agnostic trading and heightened volatility rears its ugly ahead again, as it did in December 2018.
Jan 24, 2019
Our Data Sheet on Stocks in the Insurance Industry
Image Source: AIG. Forward-looking ratings on the following insurance firms can be found in this report: AFL, AIG, Y, AFG, ACGL, AJG, AIZ, AXS, BRK.A, BRK.B, LFC, CINF, CNA, CNO, ERIE, RE, FAF, GNW, LNC, L, MKL, MFC, MBI, MCY, MET, NAVG, PRA, PRU, RGA, RLI, RNR, SIGI, STFC, SLF, ALL, CB, HIG, PGR, TRV, TMK, UNM, WTM.
Oct 8, 2018
Best Ideas Newsletter Portfolio Not Bad Thus Far in 2018
Part of what we take pride in at Valuentum is telling things how they are. If things are going great, we let you know. If things aren’t going as good as they could be, we don’t hold back. In the year of crypto and cannabis, 2018 hasn’t been the best year for the simulated Best Ideas Newsletter portfolio, but it hasn’t been bad either.
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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.