Valuentum Exclusive Analysis for the Discerning Investor

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Jul 14, 2023

Dividend Increases/Decreases for the Week of July 14
Let's take a look at firms raising/lowering their dividends this week.

Jul 15, 2022

Dividend Increases/Decreases for the Week of July 15
Let's take a look at firms raising/lowering their dividends this week.

Jan 23, 2022

RH’s Financials, Long-Term Potential Great But Housing Market and Deteriorating Wealth Effect Pose Risks
Image Shown: Shares of RH have exploded higher since the news broke that Berkshire Hathaway Inc had taken a stake in the firm’s equity back in 2019, though shares of RH have shifted lower in recent months. RH is an innovative home furnishing company that pairs its products with interior/exterior design services to offer a comprehensive package. The company primarily targets affluent households in the U.S., Canada, and the U.K. RH has tremendous pricing power and its margins have increased significantly in recent fiscal years, even during the COVID-19 pandemic, and its net revenues are trending higher as well. The firm is expanding into the high-end hospitality industry and has several projects that are set to come online in 2022 and beyond. RH is a stellar free cash flow generator with a manageable net debt load. Though the company has been executing nicely of late, as witnessed by its stellar financial performance and recent guidance increases, shares of RH have sold off in recent months. In our view, the recent selloff is a function of broad based market weakness, but it also may be due to investors growing more concerned about the impact higher interest rates and a deteriorating wealth effect may have on housing and home furnishing demand and on its push into the hospitality space, respectively. We continue to view RH’s long-term capital appreciation upside potential favorably, however.

Jul 16, 2021

Dividend Increases/Decreases for the Week July 16
Let's take a look at companies that raised/lowered their dividend this week.

Dec 4, 2020

Dividend Increases/Decreases for the Week December 4
Let's take a look at companies that raised/lowered their dividend this week.

Oct 9, 2020

Dividend Increases/Decreases for the Week October 9
Let's take a look at companies that raised/lowered their dividend this week.

Jul 17, 2020

Dividend Increases/Decreases for the Week Ending July 17
Let's take a look at companies that raised/lowered their dividend this week.

Jul 13, 2018

Dividend Increases/Decreases for the Week Ending July 13
Let's take a look at companies that raised/lowered their dividend this week.

Nov 10, 2017

Could Sally Beauty Become Amazon’s “Whole Foods” Foray into Beauty Supply?
Image Source: Sally Beauty.  “The Amazon Effect” on traditional retail is not a new development, but there are some pockets of retail that were believed to be impenetrable by the e-commerce giant. We’re beginning to see that such a notion may have been nothing short of wishful thinking.

Jul 17, 2017

Dividend Increases/Decreases for the Week Ending July 14
Let's take a look at companies raising/lowering their dividends this week.