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Latest Valuentum Commentary
Jan 8, 2020
Resetting Your Mental Model
Image Source: affen ajlfe. Having the right mental model and using the right information can be the reason why you win or lose in investing.
Jan 4, 2020
Valuentum Exclusive Success Rates Trump Even the Best Quant Hedge Funds
Image: President of Investment Research Brian Nelson, CFA. A new book, “The Man Who Solved the Market,” hit bookshelves last year, and thus far it has been a hit. The text goes into the story of quant hedge fund Renaissance Technologies and its hedge fund, the Medallion Fund, which has put up mammoth returns since inception.
Dec 6, 2019
Dollar General Remains in Command
Image Source: Mike Mozart. Dollar General is a holding in the Best Ideas Newsletter portfolio. The company reported strong third-quarter results December 5 that showed better performance than rival Dollar Tree. Discount retail continues to feel the ill-effects of tariffs that are raising cost of goods sold, but Dollar General is taking the headwinds in stride.
Nov 19, 2019
Berkshire Hathaway Invests in RH, a Quality Company in Our View
Image Shown: RH now counts Berkshire Hathaway Inc as a shareholder, which saw shares of RH initially spike up on the news. Having reviewed RH’s business model, capital allocation priorities, and financial position, it’s clear why Berkshire Hathaway would like the business. Strong free cash flows, rising margins, and a management team that’s very capable of adapting to shifting macro forces makes RH a quality company. We continue to like Class B shares of Berkshire Hathaway as a top holding in our Best Ideas Newsletter portfolio, and while its investment in RH is modest compared to a company as big as Berkshire Hathaway, this investment is a sound one in our view. Members interested in reading more about Berkshire Hathaway should check out our third quarter earnings review here---->>>>
Oct 12, 2019
ICYMI: 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.
Sep 5, 2019
The Valuentum Strategy in Action: Why We Are Letting BIN Holding Dollar General Run Higher
Image Shown: Best Ideas Newsletter holding Dollar General Corporation jumped up after posting great performance during the second quarter of its fiscal 2019 on August 29. The company has trounced the market return since it was added to the Best Ideas Newsletter in April 2017. We are letting this winner run higher.We are letting Dollar General run higher because we think the market is just as optimistic, or maybe even more so, on the company’s prospects than we are, indicating there’s room for further capital appreciation. If Dollar General ever wanted to augment its dividend growth story, the firm could pare back its annual share repurchases to make room for significant per share dividend increases.
Aug 19, 2019
No Recession At Walmart; Estee Lauder Not Cheap
Image Source: Mike Mozart. Walmart’s results were quite reassuring regarding the health of the economy. There are also pockets of significant strength, with prestige beauty being catapulted by a “selfie generation.”
Aug 15, 2019
Macy’s Cuts Guidance, Dividend Cut Could Be on the Horizon
Image Shown: Macy’s cut adjusted EPS guidance for FY2019, which implies a material drop from its FY2018 performance. Flat revenue guidance, gross margin pressure, and rising SG&A expenses all signal there’s likely more pain yet to come. Image Source: Macy’s – IR Presentation. We are staying far away from Macy’s and most retailers in general, but continue to like Dollar General Corporation as the nimble retailer has posted stellar performance since joining the Best Ideas Newsletter portfolio in April 2017.
Jul 29, 2019
Letting Dollar General Run Higher
Best Ideas Newsletter portfolio holding Dollar General has trounced the market by roughly 70 percentage points since it was added to the Best Ideas Newsletter portfolio in April 2017. Yet another big outperformer.
Jul 28, 2019
Update: Frequently Asked Questions About Valuentum Securities, Inc.
We address a number of questions from both subscribers and visitors to our site.
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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.