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Recent Articles
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View Current and Archived Best Ideas Newsletters
Apr 13, 2025
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View previous editions of the Best Ideas Newsletter in this article.
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Valuentum's Best Ideas Newsletter Portfolio
Apr 13, 2025
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We disclose the holdings of the portfolio of the Best Ideas Newsletter in this article. This portfolio can always be found in each edition of the monthly Best Ideas Newsletter.
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Dividend Increases/Decreases for the Week of April 11
Apr 11, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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Trump Tariffs Higher than Expected; What We're Doing
Apr 4, 2025
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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.
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