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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

May 19, 2025
3 Undervalued Stocks to Consider Buying Now
All told, we think these three names are ripe for the picking. UnitedHealth Group has clearly plummeted on bad headline news, while the market is not giving Nvidia enough credit for the sustainability of its technology. Alphabet is being weighed down by antitrust issues and the concern that artificial intelligence will permanently alter its business model, which we believe will not happen anytime soon, if at all. All three ideas are included in the Best Ideas Newsletter portfolio, where we include a diversified portfolio of ideas for members to consider. Happy investing!
May 6, 2025
Magnificent 7 Earnings Reports Not Bad Thus Far
Shortly after Trump's Liberation Day, where the President unveiled lofty tariffs on numerous countries, we released our wait-and-see outlook for the equity markets, which thus far has proven to be the right move, with the markets largely recovering from the depths reached in April. The S&P 500, for example, is down just 3.3% year-to-date, excluding dividends. A lot has happened since Liberation Day, including easing of tariffs to a 10% baseline for most, if not all, countries, with the key exception of China, where tariffs remain extremely elevated and prohibitive. Many countries are now reportedly negotiating trade agreements with the White House, and we expect China to be added to that list soon, even if a full US/China trade agreement won't be completed in the near term, as full-scale trade deals take time to mold. Thus far, we have been impressed by earnings this season, particularly by the Magnificent 7.
Apr 23, 2025
Philip Morris Hits Record High!
Image Source: TradingView. Looking to all of 2025, Philip Morris’ net revenue growth is targeted around 6-8% on an organic basis, with organic operating income growth to be between 10.5%-12.5%. The tobacco giant expects reported diluted earnings per share in the range of $7.01-$7.14, with adjusted diluted earnings per share targeted at $7.36-$7.49 (up 12%-14%) and adjusted diluted earnings per share, excluding currency, expected to be between $7.26-$7.39 (up 10.5%-12.5%). 2025 operating cash flow is targeted to be more than $11 billion at prevailing exchange rates, with capital expenditures of around $1.5 billion, which includes further investments in ZYN capacity in the U.S. We're huge fans of Philip Morris' stock.
Apr 4, 2025
Trump Tariffs Higher than Expected; What We're Doing
The Trump tariff increases came in larger than what we were expecting, and it remains to be seen how they will flow through the global economy, as we monitor potential retaliatory tariffs from other countries. As it relates to the equity markets, we’re taking a wait and see approach at the moment as we monitor new policy changes related to trade, immigration, fiscal (tax), and regulations. In short, we’re not overreacting to the sell off as we won’t have a great handle on the tariff impact to companies for a few quarters when they report results post-tariff increases. That said, we’re expecting continued market volatility, with meaningful risk to the downside, before trade uncertainty alleviates in the coming months.
Feb 10, 2025
Philip Morris’ Smoke-Free Portfolio Continues to Deliver
Image: Philip Morris' stock has performed well of late. Looking to 2025, Philip Morris’ reported diluted earnings per share is forecast to be in the range of $6.55-$6.68 versus reported diluted earnings per share of $4.52 in 2024. Excluding amortization of intangibles, adjusted diluted earnings per share is targeted in the range of $7.04-$7.17, reflecting 7.2%-9.1% growth versus adjusted diluted earnings per share of $6.57 in 2024. Also excluding adverse currency impacts, management’s 2025 guidance represents a projected increase of 10.5%-12.5%, to the range of $7.26-$7.39, versus adjusted diluted earnings per share of $6.57 in 2024. For 2025, operating cash flow is expected around $11 billion, while capital spending is expected at approximately $1.5 billion, revealing expected free cash flow of $9.5 billion on the year. We continue to like Philip Morris in the High Yield Dividend Newsletter portfolio.
Oct 22, 2024
Philip Morris Raises 2024 Guidance, Shares Catapult to All-Time Highs
Image: Shares of Philip Morris catapult to all-time highs. On the heels of strength witnessed in the third quarter, Philip Morris raised its outlook for adjusted diluted earnings per share, excluding currency, to $6.85-$6.91 (was $6.67-$6.79 per share), reflecting 14%-15% growth, up from prior expectations of 11%-13%. We like the earnings momentum behind Philip Morris’ business, and the company has a big winner on its hands with ZYN nicotine pouches. The high end of our fair value estimate range for Philip Morris stands at $134 per share. Shares yield 4.5%.
Sep 13, 2024
Dividend Increases/Decreases for the Week of September 13
Let's take a look at firms raising/lowering their dividends this week.
Aug 9, 2024
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.
Jul 23, 2024
Philip Morris Puts Up Excellent Second Quarter Results, Raises 2024 Guidance
Image: Philip Morris’ stock has done quite well over the past few months. Philip Morris put up excellent second quarter results showcasing strong organic performance across key financial measures. The company continues to have traction with its nicotine pouch product ZYN, with impressive growth rates attained despite supply constraints. The company raised its 2024 guidance for revenue, adjusted operating income and adjusted earnings, and we continue to like the firm’s transition to becoming a smoke-free company. Shares of Philip Morris yield 4.9% at the time of this writing.
Jul 8, 2024
3 High Dividend Yielders for Consideration
Image: Energy Transfer, Philip Morris, and Altria have outperformed the SPDR S&P 500 Dividend ETF since the beginning of 2024. The market remains laser-focused on inflation readings and employment trends – two of the main dynamics that influence policy at the Federal Reserve. Since the beginning of 2024, the market has ratcheted down expectations of rate cuts from as many as 5 or 6 to just 1 or 2 in 2024. With yields on risk-free instruments poised to go lower soon, a focus on high yielding equities may be appropriate for the income investor. Here are three high dividend yielders that we like for consideration.


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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.