Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Latest Valuentum Commentary
Jul 11, 2019
Valuentum Exclusive Yearly Round Up
"I want finance to learn from the past, the quantitative mistakes of yesteryear that brought the world economy to its knees. The misaligned incentives that created a massive bubble and subsequent housing market crash. The problems of leverage in yet another quant hedge fund Long Term Capital Management that caused panic in the late 1990s. Wall Street is not learning from history, and many are going wildly down the path of destruction. Don’t confuse indexing with a bull market. Pay attention to what you own. Stay diversified, and most of all, do your own due diligence." -- President of Investment Research, Brian Nelson, CFA
Jun 3, 2019
Now a Trade War on Multiple Fronts!
“To complicate matters further, President Trump also announced that he is looking to tariffs on Mexico if the country doesn’t take steps to stop the flow of illegal immigration. The US is now fighting a trade war on two fronts.” – Brian Nelson, CFA
May 8, 2019
US-China Trade Spats Continue, More Reports
No changes to the newsletter portfolios. In alphabetical order by ticker symbol: AIG, BUD, BYND, EMR, FMC, MOS, SYY.
Apr 1, 2019
Big Bank Roundup, Bank of America Catches Our Eye
In this article, let’s catch up with how far the big 6 banks in the US have come since the height of the financial crisis exactly a decade hence. We will highlight the improvements in the banking system, some of the key risks, and a few high level thoughts about the individual franchises leading the US banking system. We like Bank of America the most, and we include diversified banking exposure in the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio.
Mar 4, 2019
News Roundup: US-China Trade Talks, Plastics Prices, Vale, and Philip Morris
No changes to newsletter portfolios.
Feb 18, 2019
Hasbro’s Tough 2018 Comes to an End
Image Source: Mike Mozart. Hasbro battled a number of challenges in 2018, but it anticipates a return to profitable growth in 2019.
Feb 13, 2019
In The News: European Growth Concerns, Continued Weakness in Generic Pharma, Johnson & Johnson Enters Robotics Market
Let’s take a look at some of the top stories from February 13. Concerns over industrial production in Europe may present challenges to economic growth, generic pharma companies face material competition, and Johnson & Johnson gets into the robotics market.
Feb 7, 2019
General Motors Rallies, Tesla and Toyota Improve, Auto Parts Suppliers Getting Squeezed
Image shown: General Motors may very well be on its way to $50+ per share.We continue to like General Motors, and we think Tesla is getting back on the right track with its financials. Toyota is improving, too. Auto parts suppliers, however, are facing pressure as the potential for a slowdown in global light vehicle production rises and input cost inflation makes its presence felt.
Jan 30, 2019
Apple’s Services Growth on Track; Weakness to Persist in China
Image Source: William Hook. Apple delivered fiscal first quarter results after the close January 29 that were largely in-line with recently adjusted expectations. China has been and will likely continue to be a soft spot, but the company’s Services revenue continues to impress. Strong free cash flow generation and balance sheet health are synonymous with the company.
Jan 29, 2019
Caterpillar Crushed by Expectations for No Growth in China
Image Source: Mining.com. Heavy equipment giant Caterpillar saw its share price drop significantly following its fourth quarter report January 28 as it reported disappointing bottom-line results for the quarter and announced expectations for softness in China.
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