Valuentum Exclusive Analysis for the Discerning Investor

Dividends, Dividends, Dividends
Valuentum's President of Investment Research Brian Nelson shares three unique insights on dividends not commonly discussed among investors. The transcript of the video can be found in this article.

Oct 30, 2022

Something New!
Hi everyone: To stay true to our mission, you'll find something new regarding our methodology. In the coming weeks, you'll see this table in our work going forward.

Oct 19, 2022

New Payment Option! Valuentum Research Update!
We're excited to say that we're adding additional payment flexibility at Valuentum. Many members have expressed interest in paying via other providers, and we have added Square to the mix. You can use credit or debit card or bank (ACH) to pay via invoice. With all of the goings-on in the financial technology and payments space, we wanted to continue to provide members options to pay their memberships how they want and through who they want. You can always reach out to us at info@valuentum.com.

Apr 20, 2020

Our Reports on Stocks in the Oil & Gas Pipeline Industry
Image Shown: Valuentum's thesis on MLPs prior to their collapse in mid-2015. We've reallocated our resources to optimize our energy coverage.

Aug 28, 2018

ETF Analysis: Energy
Energy sector ETFs offer a diversified way to capture the potential for higher crude oil prices without being exposed to the capital budget decisions of any one operator.

May 17, 2018

Master Limited Partnership Simplifications on the Rise
With the announcement of three separate master limited partnership simplification transactions on May 17 alone, we must revisit our thesis that the business structure may not be in it for the long haul.

Mar 15, 2018

Nearly 60 Distribution Cuts Later, We Maintain Our View on the Hazards of the MLP Business Model
Image Source: Brian Cantoni. Valuentum has been highlighting the inherent risks associated with the master limited partnership (MLP) structure for some time now, but we are not alone in acknowledging the limited sustainability of such structures. Internal simplification transactions may only become more common moving forward as management teams seek to optimize the structure of their entities.

Dec 27, 2017

Objectivity in Analysis and the MLP Enigma
President of Investment Research Brian Nelson talks about how financial statement analysis keeps analysts objective. He also goes into how the distribution yields of MLPs may not reflect underlying business dynamics. Nelson also explains an inconsistency in the use of financing that supports the idea that MLPs are using external capital market issuances to fund distributions. Running time: ~15 minutes.

Dec 14, 2017

Video: What Cash Flow Are You Talking About?
President of Investment Research Brian Nelson reviews important topics from the first six episodes of "Off the Cuff," and goes into great detail about all the intricacies of "cash flow" from traditional free cash flow to enterprise free cash flow valuation. You know you want to watch. Running Time: ~14 minutes.

Dec 11, 2017

Omega Healthcare and Holly Energy Partners: Case Studies in REIT and MLP Income Evaluation
Image shown: The performance of the Vanguard REIT ETF (VNQ) during the Financial Crisis in 2007-2009. An assessment of a REIT’s or MLP’s dividend/distribution strength not only should reflect firm-specific fundamentals, but also external market conditions, which are paramount to the sustainability of most any REIT’s or MLP’s payout. Let’s remind readers of this important dynamic, which is captured via the two different Dividend Cushion ratios, and walk through what goes into the analysis we pursue when making a change with respect to our assessment of a company’s dividend health or safety.

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Valuentum Exclusive Analysis for the Discerning Investor