Valuentum Exclusive Analysis for the Discerning Investor

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Oct 22, 2023

There Will Be Volatility
Image: An ETF tracking Russell 1000 "growth" stocks has outperformed an ETF tracking Russell 2000 "value" stocks since the beginning of 2021. To us, the market remains hypersensitive to almost every economic data point that hits the wires, and we’re just not going to play that game. The macro headlines and never-ending news flow are what many quant and algorithmic traders are trading on, and to a very large extent, for investors with a long-term horizon, these macro data points just don’t factor into the equation. When valuing equities, we’re always after mid-cycle expectations, not peak or trough performance, so our valuations implicitly embed a "normal" recession. Warren Buffett didn’t become a billionaire buying and selling on macro data points, and volatility is simply to be expected given the proliferation of price-agnostic trading these days. Instead of panicking over higher interest rates, we think investors should view the Fed’s work thus far as future potential dry powder to stimulate both the economy and the markets. Whenever you feel like stocks are no good, have a read of Warren Buffett’s classic piece written during the Great Financial Crisis, “Buy American. I Am.” To us, we still like stocks for the long run. Happy investing!

May 5, 2023

Dividend Increases/Decreases for the Week of May 5
Let's take a look at firms raising/lowering their dividends this week.

Mar 23, 2023

"Charles Schwab CEO on SVB fallout, contagion risk and deposits" -- CNBC Television
Image: Shares of Charles Schwab have faced considerable pressure as a result of the ongoing regional bank crisis. Charles Schwab CEO Walter Bettinger recently talked with CNBC's Sara Eisen about developments at the brokerage house.

Feb 17, 2023

Dividend Increases/Decreases for the Week of February 17
Let's take a look at firms raising/lowering their dividends this week.

Nov 18, 2022

Dividend Increases/Decreases for the Week of November 18
Let's take a look at firms raising/lowering their dividends this week.

Aug 5, 2022

Dividend Increases/Decreases for the Week of August 5
Let's take a look at firms raising/lowering their dividends this week.

Feb 18, 2022

Dividend Increases/Decreases for the Week February 18
Let's take a look at companies that raised/lowered their dividend this week.