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Valuentum Reports

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

Jun 10, 2024
Update: Frequently Asked Questions About Valuentum Securities, Inc.
Valuentum (val∙u∙n∙tum) [val-yoo-en-tuh-m] Securities Inc. is an independent investment research publisher, offering premium equity reports and dividend reports, as well as commentary across all sectors/companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools/products, and more. Independence and integrity remain our core, and we strive to be a champion of the investor. Valuentum is based in the Chicagoland area. Valuentum is not a money manager, broker, or financial advisor. Valuentum is a publisher of financial information. We address a number of questions from both subscribers and visitors to our site.
Apr 24, 2024
Lackluster Electric Vehicle Adoption Rates Impacting Tesla
Image Source: Tesla. On April 23, Tesla reported lower-than-expected first-quarter 2024 results as reduced vehicle prices weighed on performance. It should not be surprising to investors if Tesla’s vehicle volume growth rate is much lower in 2024 than it was in 2023.
Mar 21, 2024
Latest Report Updates
Check out the latest report updates on the website.
Feb 25, 2024
We Remain Bullish; Is This 1995 – The Beginning of a Huge Stock Market Run?
Image: Large cap growth stocks have trounced the performance of the S&P 500, REITs, and bonds since the beginning of 2023. We expect continued outperformance in this area of the market. We’re now roughly four years past the depths of the COVID-19 meltdown, where equities collapsed in February and March of 2020. As the markets began to recover through 2020, our long-term conviction in equities only grew stronger. We think the biggest risk for long-term investors remains staying out of the market on the basis of what could be considered stretched valuation multiples. As we outlined heavily in the book Value Trap, valuation multiples hardly tell the complete story about a company and often omit key long-term earnings growth, cash flow dynamics, and balance sheet health considerations. We remain bullish on equities for the long haul, and we think the next couple years will be incredibly strong. Our best ideas can be found in the Best Ideas Newsletter portfolio, Dividend Growth Newsletter portfolio, High Yield Dividend Newsletter portfolio, ESG Newsletter portfolio, and via the Exclusive publication as well as options idea generation.
Jan 25, 2024
Earnings Roundup: TSLA, NEE, IBM, CMCSA, NOW
Image: The Model Y was the best-selling vehicle globally in 2023. Image Source: Tesla. Tesla missed fourth-quarter results, and while the firm continues to generate robust free cash flow with a solid net cash position, uncertainty surrounding the name looms. NextEra makes the cut for ESG investors, and its earnings outlook for the next few years remains robust, even if its dividend growth may slow. IBM is back in growth mode, and the firm is looking to capitalize on watsonx and generative AI. Comcast has a lot of things going for it, and the firm's robust free cash flow generation suggests that future dividend growth will be robust, despite its lofty net debt position. ServiceNow continues to deliver for investors, and it continues to grow at a robust pace.
Dec 29, 2023
Latest Report Updates
Check out the latest report updates on the website.
Dec 23, 2023
12 Reasons to Stay Aggressive in 2024
From outperforming simulated newsletter portfolios to fantastic success rates in the Exclusive publication to option ideas and great income-oriented ideas and beyond, we continue to deliver across our simulated newsletter suite as our latest video outlines. It’s hard to know exactly what 2024 will bring in terms of a market return, but the internals of the stock market and the U.S. economy look great to us. The new bull market we’re in could last for years, and as a result, we are staying aggressive with many of our new ideas as we look to benefit from these favorable trends.
Nov 29, 2023
Latest Report Updates
Check out the latest report refreshes on the website.
Nov 2, 2023
Ferrari's Results Speak to Resilience in Ultra-Luxury Markets
Image: Ferrari raised its guidance for 2023. Ferrari raised its year-end guidance thanks in part to a strong product mix and improved revenue from racing activities, and the firm noted that its “order book remains at highest levels reflecting strong demand across all geographies, covering the entire 2025.” We couldn’t be happier with the performance at Ferrari, and the momentum speaks to continued strength across the ultra-luxury landscape. We like Ferrari as one of our favorite automakers, a name that we prefer much more than any of the Big 3 in Detroit.
Oct 23, 2023
2 Stocks to Watch: Tesla and Chevron
Image: Tesla. Tesla’s third-quarter report could have been a lot better, and Elon Musk’s comments that they “have dug (their) own grave with the Cybertruck” weren’t reassuring. Nonetheless, the company continues to generate free cash flow, and its balance sheet remains pristine with a very nice net cash position. We won’t be adding shares of Tesla to any newsletter portfolio, but given the price drop in its equity during the past week, we think most of the bad news is already embedded in the stock. As for Chevron, the company was once a darling stock in the newsletter portfolios, but we’ve moved beyond this big winner in both the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio after the huge “gains” the past 12-18 months. Shares still yield an attractive 3.6%, however, and we'll have more to say about its tie-up with Hess as more details come to light.

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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.