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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Latest Valuentum Commentary

Mar 10, 2024
Abercrombie & Fitch’s Mighty Comeback!
Image Source: Abercrombie & Fitch. Abercrombie & Fitch is experiencing a resurgence as the company reconnects with its target market, and the traction it has regained with its customers is quite something. The firm noted that it continues to experience strong momentum across its brand portfolio, and its long-term target is to achieve $5 billion in global sales (its sales were $4.3 billion in its most recent fiscal year). For 2024, it expects net sales to expand 4%-6%, and for its operating margin to be ~12%, up 60 basis points from the mark it reached last year. Abercrombie swung to being significantly free cash flow positive in its most recently completed fiscal year, and it ended the period with a net cash position. The company’s comeback has been nothing short of remarkable. Fickle fashion trends make the stock difficult to consider for long-term investors, however.
Aug 22, 2023
Theft Becoming a Huge Problem for Retailers
Image Source: Ben Schuman. Theft has always been a problem for retailers, but it has never been as big of a problem as it has been in recent quarters. Emboldened by the lack of police response and employees sometimes getting fired for confronting shoplifters, retail organized crime is on the rise. We’re not talking theft in the millions, or billions, but likely in the tens of billions per year or more across the U.S. Some attribute the rise of organized retail crime to the pandemic, which paved the way for shoplifters to post their loot online in order to make a quick buck. Some retailers are especially feeling the pinch, and recent commentary reveals just how bad retail theft (shrink) has become to their respective businesses.
May 30, 2023
Paper: Value and Momentum Within Stocks, Too
Abstract: This paper strives to advance the field of finance in four ways: 1) it extends the theory of the “The Arithmetic of Active Management” to the investor level; 2) it addresses certain data problems of factor-based methods, namely with respect to value and book-to-market ratios, while introducing price-to-fair-value ratios in a factor-based approach; 3) it may lay the foundation for academic literature regarding the Valuentum, the value-timing, and ultra-momentum factors; and 4) it walks through the potential relative outperformance that may be harvested at the intersection of relevant, unique and compensated factors within individual stocks.
Feb 22, 2023
Walmart Warns: “Prices Are Still High and There Is Considerable Pressure on the Consumer”
Image Source: Mike Mozart. Walmart’s outlook may very well be conservative, but its commentary certainly doesn’t bode well for many discretionary retailers and the broader economy. With the labor markets still strong and the producer price index still coming in hot, the Federal Reserve is not yet done raising rates. We expect the markets to test their uptrends and 200-day moving averages in the coming days to weeks, and if we break through these support levels to the downside, we won’t hesitate to “raise some cash” across the newsletter portfolios. When Walmart warns about the health of the consumer, we pay attention.
Dec 4, 2022
Apple iPhone Supply Disruptions Not Likely to Hurt Markets with Overall Holiday Sales Reportedly Strong
Image: Holiday sales are expected to expand ~2.5% in 2022 over very strong growth in 2021 and 2020. Image Source: Adobe. Apple's sales of the iPhone 14 Pro and iPhone 14 Pro Max will come in lower than expected this holiday season due to labor unrest in Zhengzhou, but holiday sales for 2022 overall look fairly solid with Adobe Analytics estimating 2.5% growth over 2021, which, itself, was a fantastic year. A prior warning about holiday sales from Target Corp. appears to have been overblown given the sales strength witnessed during Black Friday and Cyber Monday across the retail landscape this year. It may be too early to say that the markets have definitely bottomed as economic data remains inconclusive, but holiday sales so far in 2022 and an overall resilient job market are giving investors something to cheer about in what has turned into an otherwise loathsome year.
Nov 21, 2022
Target’s Holiday Outlook Sends Mixed Messages; Big Sales Data Week Ahead
Image Source: Valuentum. Both Walmart and Target indicated that discretionary spending may face some pressure heading into the holiday season. Strength in beauty, skin care, and cosmetics may not be enough to cushion the blow that home electronics, sporting goods retailers, and toy makers may face. Though incrementally more positive than we were a few months ago, we remain cautious/defensive on the markets. In light of the tremendous weakness share prices have faced so far this year, we think the market had been anticipating the current slowdown, as retailers continue to adjust to a more difficult economic environment. We continue to wait to see how Black Friday and Cyber Monday numbers shake out to get an incrementally better read on how holiday numbers may pan out, which will have far-reaching implications across the retail and logistics landscapes.
Oct 30, 2022
Something New!
Hi everyone: To stay true to our mission, you'll find something new regarding our methodology. In the coming weeks, you'll see this table in our work going forward.
Oct 20, 2022
Announcing Valuentum’s Customer Appreciation Day Winners!
Let's see who won an autographed copy of Value Trap and what they said about Valuentum's research! We applaud all of our members in their quest to preserve and generate long-term wealth. Keep going strong!
Oct 19, 2022
New Payment Option! Valuentum Research Update!
We're excited to say that we're adding additional payment flexibility at Valuentum. Many members have expressed interest in paying via other providers, and we have added Square to the mix. You can use credit or debit card or bank (ACH) to pay via invoice. With all of the goings-on in the financial technology and payments space, we wanted to continue to provide members options to pay their memberships how they want and through who they want. You can always reach out to us at info@valuentum.com.
Sep 21, 2022
Fed Raises 75 Basis Points; Food Price Inflation Continues to Wreak Havoc on Consumer Budgets
Image Source: Federal Reserve. The Fed upped its key benchmark rate to the range of 3%-3.25% on September 21, but it may not be enough to stem the rise in inflation. We think the market has further room to fall.


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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.