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Recent Articles
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Exclusive Call: What To Expect From Valuentum in 2023
Dec 27, 2022
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Video: 2022 was a successful year by almost every measure from the simulated Best Ideas Newsletter portfolio and simulated Dividend Growth Newsletter portfolio to the simulated High Yield Dividend Newsletter portfolio and Exclusive publication and beyond. There were some disappointments in 2022, of course, but the year showed the value of a Valuentum membership. Join President of Investment Research Brian Nelson on this year's Exclusive conference call to learn what to expect from Valuentum in 2023. Cheers!
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Verizon’s Big Share-Price Drop Opens Opportunity for 6.8% Dividend Yield
Dec 27, 2022
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Image: Verizon’s shares have been punished, but this has opened an opportunity for a 6.8% dividend yield. Image Source: TradingView.
With Verizon’s dividend hike to $0.6525 per quarter in September this year, 2022 has marked the 16th consecutive year of a dividend increase. Shares yield ~6.8% at the time of this writing. Though we wouldn’t be looking to add Verizon’s shares to the simulated Best Ideas Newsletter portfolio or simulated Dividend Growth Newsletter portfolio at this time, it may be worth a look for high yield and income investors. Its big share-price drop has made its dividend a head-turner.
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Salesforce Doesn’t Make the Cut for the Newsletter Portfolios
Dec 24, 2022
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Image: How we rank our favorite ideas. We're huge fans of ideas in the simulated newsletter portfolios and Exclusive publication. We like these ideas better than others on our website.
We’re not interested in adding Salesforce to any of the simulated newsletter portfolios at this time, and we’re reiterating our wide fair value estimate range for shares amid executive departures and a weakened software spending environment. Microsoft remains our favorite play on the software space at this time, a company that we include in both the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio.
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Raising Our Fair Value Estimate of Dividend Aristocrat Caterpillar
Dec 24, 2022
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Image: Caterpillar’s financial momentum is impressive. Image Source: Caterpillar.
Things are looking good for Caterpillar, and the company’s free cash flow strength continues to support its payout and Dividend Aristocrat status. Caterpillar’s results are cyclical and exhibit operating leverage, which cuts both ways, but the firm’s pricing power is working wonders on its financials at the moment. Higher dealer inventories due in part to timing and labor shortages, foreign currency headwinds, and weakening dynamics in the residential construction market and in Europe and China are concerns, but the company’s strong performance warrants a fair value estimate increase, in our view. Though we like Caterpillar quite a bit, we’re not looking to add shares to any simulated newsletter portfolio at this time, however.
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