Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
May 10, 2018
Generic Drug Deflation Continues to Hamper Cardinal Health and AmerisourceBergen
Image Source: Aaron Fulkerson. A severe case of rampant generic drug deflation continues to hamper the share prices of Cardinal Health and AmerisourceBergen. We are monitoring the drug deflation numbers posted by the drug wholesalers as a key gauge of the investment merits of the group.
May 3, 2018
Growth Continues at Bristol-Myers; Eliquis Fantastic
Image Source: Bristol-Myers. Bristol Myers Squibb continues to put up nice revenue growth as demand for Eliquis is coming in better than expectations. The company’s hopes to win first-line therapy in combination therapy for non-small cell lung cancer with Opdivo have been dealt a severe blow, however. We haven’t liked Bristol-Myers' share-price performance of late and remain on the sidelines. However, we are watching its equity closely for addition to the simulated newsletter portfolios.
Apr 25, 2018
Demand Bouncing Off Multi-Year Bottom at Caterpillar
Improvement in Caterpillar’s underlying end markets is driving its performance, and management took the opportunity following a solid showing in the first quarter of 2018 to raise its bottom-line guidance for the full year. The market, however, did not look favorably on management’s comments that the first quarter should be expected to be the “high-water mark” for the year in terms of margin performance. We’ve updated our fair value estimate of shares.
Apr 18, 2017
United’s Passenger Debacle An Immaterial Investment Consideration
Image Source: Tomás Del Coro. The major airlines in the US have done a fantastic job capitalizing on the ongoing upswing in air travel demand, but their economically-sensitive business models remain the most operationally-leveraged out of any industry group in our coverage. This should be investors' biggest concern: A downturn in the global economy and competitive pricing pressures are far greater worries for investors than United’s recent passenger debacle. However, as with many news-oriented items (as opposed to materially-relevant, investment-related items), United's misstep is making headlines in a big way. Though the footage in this article is appalling, investors in airline stocks have much more important things to worry about, in our view.
Oct 25, 2016
Taxes and the Distressed MLP Investor
“Perhaps the worst thing about MLPs is that investors can spend more time doing and thinking about tax-related items than actually evaluating the businesses of the underlying entities. This could result in poor investment decisions.” – Brian Nelson, CFA
May 23, 2016
Why The Fed Matters
As higher discount rates are embedded in traditional valuation models, the value of long-duration free cash flows is reduced exponentially, shrinking estimates of intrinsic worth. It’s purely fundamental.
Apr 19, 2016
ETE Down 70%; IBM Poor Quality, Netflix Begins to Implode
We continue to encourage members to keep a long-term perspective on developments.
Mar 23, 2016
Part II: Nelson’s Evaluation of Berkshire’s 2015 Annual Report
Image source: /\ \/\/ /\. The second of Nelson’s three-part evaluation of Berkshire Hathaway’s 2015 annual report.
Aug 24, 2013
Read What a Few Valuentum Subscribers Have Said About Our Website, Reports, Newsletters, and More...
Read what a few Valuentum subscribers have said about our website, reports, newsletters, and more...
Nov 21, 2012
Best Buy’s Performance Continues to Tumble
With only a stalking private equity bid keeping the stock from sinking into the single digits, Best Buy continues to decline. We don't like the firm.
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