Best Ideas Portfolio

Official PayPal Seal

Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Mar 17, 2019
Our Reports on Stocks in the Major Airlines Industry
Image Source: Cory Hatchel. Our reports on stocks in the Airline (major) industry can be found in this article. Reports include: AAL, ALK, DAL, HA, JBLU, LUV, SAVE, UAL.
Feb 24, 2019
Our Reports on Stocks in the Railroad Industry
Image Source: Dan O'Brien. Our reports on stocks in the Railroad industry can be found in this article. Reports include CNI, CSX, GWR, KSU, NSC, UNP.
Feb 14, 2019
Our Reports on Stocks in the Internet Content & Services Group
Image Source: Christopher. Our reports on stocks in the Internet Content & Services industry can be found in this article. Reports include AKAM, ANGI, BIDU, FB, GOOG (GOOGL), GRUB, JD, SOHU, TCEHY, TRIP, TWTR, ULTI, YELP.
Jul 9, 2018
Nelson: The 16 Most Important Steps To Understand The Stock Market
Image Source: Tim Green. We outline the '16 Most Important Steps to Understand the Stock Market.' We think it's important to take a read of these key stock market tenets when things are going great -- and perhaps even more important when things aren't going your way. This continues to be a working document.
Mar 22, 2018
Trump Targets China with Tariffs
Image: Shanghai, China (December 2016), Andrey Filippov. Stock markets in the US are slowly building in the prospect of retaliation (a “trade war”) from China, as a result of President Trump’s new tariffs. We maintain our view that the stock market has been frothy for some time, and the recent volatility may just be the beginning of a reversion to normalized valuations, with or without concerns about global trade.
Mar 19, 2018
Market Overreacts to Facebook News
Image Source: Christopher. The headline news seems concerning, but we’re taking a long-term perspective with Facebook. We doubt the news will meaningfully impact the trajectory of growth of its long-term free cash flow, and we’re not reading too much into events that seem heavily-influenced by the overheated political environment.
Feb 9, 2018
Systemic Risk
Image Source: Maximo Santana. We believe the next crisis will not be a banking crisis, but one of a breakdown in market structure.
Nov 29, 2017
Strategy Versus Tactics in the Dividend Growth Newsletter Portfolio
Image Source: fauxto_digit. We made a few tactical tweaks to the Dividend Growth Newsletter portfolio during 2017. Let’s walk through them, and how we’re out to win the war, not win every battle.
Feb 23, 2017
PBMs: Express Scripts and CVS’ Looming Victory?
Image Source: Victor. We’re expecting a big win at CVS in coming years, and it may come at the expense of Express Scripts.
Nov 6, 2016
Earnings Insight – Facebook
Image Source: benstein.  Let’s dig into Best Ideas Newsletter holding Facebook’s third-quarter results, released November 2.

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.