Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Latest Valuentum Commentary
Aug 4, 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.
Jul 31, 2019
A New Measure of Leverage for Dividend-Growth and Income-Oriented Shareholders, One That Is Dividend-Adjusted
As more and more investors rely on company dividends for income, dividends, in our view, have become more debt-like commitments in nature, especially from the perspective of dividend-growth or income-oriented shareholders. We plan to roll out a new measure of financial leverage that considers both the company’s debt and the present value of its future expected cash dividend obligations, which, in the eyes of die-hard dividend-growth or income-oriented shareholders, may be implicitly assumed to be debt-like commitments in substance. We think this leverage ratio can be used in conjunction with the Dividend Cushion ratio to gain additional insight into the dividend-paying financial health of an entity.
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.
May 31, 2019
Mall Retail Armageddon?
We think investors should be extremely cautious if they are interested in any mall retailers. Mall REITs are starting to feel some of the pain, too.
May 23, 2019
Lowe's Misses, Nordstrom Buckles, Target and Best Buy Shine
Need short idea considerations in this tumultuous market? Consider the Exclusive publication here. We release a new short idea consideration each month, in addition to an income and capital-appreciation idea. East Coast friends: Brian will be available for a book signing at Headline Books booth 957 at the American Library Association Conference at the Walter E. Washington Convention Center in Washington DC June 22 (more details to follow). Value Trap has been named a Next-Generation Indie Award Winner!
May 14, 2019
Markets Swooning, Expect Extreme Volatility, Finger on Put-Option Trigger
Image shown: We notified members December 26 that we had moved the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio to a "fully invested" position, from a 30% and 20% cash "weighting" at the high end of the range, respectively.
May 3, 2019
Our Reports on Stocks in the Luxury Goods - Established Brands Industry
Image Source: Kevin Wu. Our reports on stocks in the Luxury Goods - Established Brands industry can be found in this article. Reports include EL, LULU, NKE, PVH, REV, SIG, UA/UAA, VFC.
Apr 9, 2019
Top Research and Ideas You May Have Missed
Is Quant Value Giving Intrinsic Value Investors a Bad Name? Surely, you don't believe Warren Buffett's "style" is out of favor?
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.