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Recent Articles
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BIN Portfolio ALERT: Removing META, Adding to XLE, Adding MCD and PEP
Oct 18, 2022
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Image Source: Valuentum.
This market is not going to get easier, in our view, and we still believe that 2023 may mark the bottom before a return to the path toward new highs again. However, the erratic volatile trading the past few weeks has us thinking that this is not a market focused on fundamentals, and therefore, we have to hedge our bets accordingly. With “alpha” otherwise we would have missed carved out by "raising" cash in late August before the latest swoon, we’ll now approach newsletter portfolio protection with put option considerations going forward. The changes made today will be reflected in the November 15 edition of the Best Ideas Newsletter. Please let us know if you have any questions.
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Dividend Growth Idea UnitedHealth Group Outperforming
Oct 18, 2022
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Image Shown: Shares of dividend growth idea UnitedHealth Group Inc have put up stellar performance so far in 2022.
We are huge fans of UnitedHealth Group, and its dividend growth potential remains immense. The top end of our fair value estimate range sits at $599 per share of UnitedHealth Group, indicating that the health care giant also possesses substantial capital appreciation upside as well. UnitedHealth Group’s acquisition of Change Healthcare is intriguing and should generate material synergies going forward. Looking ahead, we expect that UnitedHealth Group will grow its dividend at a robust pace, aided by its strong free cash flow generating abilities and pristine balance sheet.
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The Valuentum Learning Center
Oct 16, 2022
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Image Source: Gaby Av.
Learn about investing, Valuentum's investment process and more!
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Banks Held Up in 3Q 2022 But Mortgage Market Dynamics and Consumer Health Are Big Economic Concerns
Oct 14, 2022
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Image: Homebuyer mortgage payments on new homes have increased more than 50% since last year due to rising interest rates. We think this is a precursor to lower housing prices, which could have implications across the banking and financials sector. Image Source: Redfin.
Third-quarter 2022 earnings reports from the money center banks weren’t bad, but we’re concerned about the impact of rising mortgage rates on originations coupled with weakness in asset values across the residential and commercial real estate markets. Consumer personal savings rates are already suffering as many seek to use revolving credit to deal with inflationary pressures. We like the Financials Select Sector SPDR (XLF) as the best way to play diversified exposure to the banking and financials industry, an ETF that we include in the Best Ideas Newsletter portfolio, but there's a lot to worry about, including global financial contagion risk from Europe.
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