Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
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.
Nov 10, 2019
Member Question: Reaves Utility Income Fund
Image Source: Reaves Utility Income Fund, April 30. Question: Have you ever looked at Reaves Utility Income Fund (UTG)? The fund is a utility fund that uses a little bit (20%) of leverage. I have owned them for a long time and have made a good return, but I wonder going forward if I should keep them in my portfolio? Utilities are popular right now, but popularity worries me.
Oct 22, 2019
We Like Union Pacific But Shares Aren’t Cheap
Image Source: 3rd Quarter Earnings Slides. Though Union Pacific continues to navigate a tumultuous demand environment, particularly as it relates to the energy end market, the rails remain a key and indispensable part of North American infrastructure. Union Pacific offers a nice yield relative to peers, and its free cash flow generation remains solid thanks to brilliant execution on the operating line, as evidenced by an all-time best quarterly operating ratio. The only issue holding us back on Union Pacific remains its valuation. We’d have to see shares come in considerably for us to get interested. Our fair value estimate of Union Pacific stands at $142, while shares trade hands north of $170 these days.
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 12, 2019
Our Reports on Stocks in the Railroad Industry
Image Source: Dan O'Brien. Our reports on stocks in the Railroad industry can be found in this article. Reports include CNI, CSX, KSU, NSC, UNP.
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.
Jul 26, 2019
Dividend Increases/Decreases for the Week Ending July 26
Let's take a look at companies that raised/lowered their dividend this week.
Jul 23, 2019
ICYMI -- The Valuentum Economic Roundtable
We sat down with the Valuentum team to get their thoughts on the global economy and key issues that may threaten this near 10-year bull market.
Jul 17, 2019
In the News: Second-Quarter Earnings Season Begins
Second-quarter earnings season is upon us. The markets aren’t expecting much growth. Core industrial names may not fare well, but thus far, big pharma is solid. We’re not making any changes to the newsletter portfolios.
Latest Press Releases
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.