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 4, 2019
ICYMI -- The Valuentum Economic Roundtable
We sat down with the Valuentum team to get their thoughts on the global economy and key issues that may threaten this near 10-year bull market.
Jul 1, 2019
New Highs! The December Call Has Been Well-Rewarded
"The less the prudence with which others conduct their affairs, the greater the prudence with which we must conduct our own." - Warren Buffett (2018)
Jun 16, 2019
Valuentum's June Best Ideas Newsletter
Image: Page 49, June edition of American Library Association Booklist."I hope that my book Value Trap: Theory of Universal Valuation marks a turning point in the financial research industry. To you and me, 1) looking forward, 2) understanding that stock values are based on future expectations, and 3) calculating intrinsic value is simply par for the course. If other investors are not doing this, it should be no surprise that they are failing miserably. 90% underperformance! I hope my book serves as a wake up call for readers to demand forward-looking analysis and research that calculates a best fair value estimate." -- 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 20, 2019
"Hardcore:" Tesla's Stock May Collapse to Double Digits
Image: The Valuentum Buying Index almost called the top in Tesla's shares.Whenever a CEO comes out saying that the company must engage in "hardcore" cost cutting, bad things happen. Morale is likely in the pits at the car company, and cost takeouts will probably cut more than just some excess fat. The downward spiral at Tesla has been in the works for many months now, but the writing is on the wall for a major disappointment that truly resets reality for shareholders.
May 15, 2019
Vodafone's Dividend Cut, Alibaba's Resilience, More Reports
In alphabetical order by company name: A, BABA, PLCE, GES, M, NSANY, RL, TLRY, VOD.
May 14, 2019
Markets Swooning, Expect Extreme Volatility, Finger on Put-Option Trigger
Image shown: We notified members December 26 that we had moved the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio to a "fully invested" position, from a 30% and 20% cash "weighting" at the high end of the range, respectively.
Apr 30, 2019
Top-Weighted Visa Leaps to Mid-$160s, More Earnings Reports
Image: Visa has been the top-weighted idea in the Best Ideas Newsletter for as long as we can remember. In December 2017, when we migrated to weighting ranges for ideas in the newsletter portfolio, the company's "weight" was 8.6%. The image above shows its performance relative to the S&P 500 since then. Source (pdf).
Apr 22, 2019
Interview with Valuentum's President Brian M. Nelson, CFA
Catch up with Valuentum's President Brian M. Nelson, CFA in a recent interview with dividend growth investor Arne Magnus Lorentzen Ulland of the blog stockles.
Apr 9, 2019
Top Research and Ideas You May Have Missed
Is Quant Value Giving Intrinsic Value Investors a Bad Name? Surely, you don't believe Warren Buffett's "style" is out of favor?
Latest Press Releases
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.