Valuentum Exclusive Analysis for the Discerning Investor

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Dec 8, 2023

Dividend Increases/Decreases for the Week of December 8
Let's take a look at firms raising/lowering their dividends this week.

Dec 9, 2022

Dividend Increases/Decreases for the Week of December 9
Let's take a look at firms raising/lowering their dividends this week.

Dec 10, 2021

Dividend Increases/Decreases for the Week December 10
Let's take a look at companies that raised/lowered their dividend this week.

Dec 11, 2020

Dividend Increases/Decreases for the Week December 11
Let's take a look at companies that raised/lowered their dividend this week.

May 8, 2020

ICYMI: Never Been More Bullish Even as Buffett Dumps Airlines
Image Source: IATA. Data Source: McKinsey & Company (IATA). Airlines haven’t been able to earn their estimated cost of capital for as long as we can remember. There have been hundreds of airline bankruptcies since deregulation in 1978. The news may be scary in coming months, and market volatility may elevate again, but we’ve never been more bullish on the longer run. The biggest advantage of an individual investor is something called time horizon arbitrage. As many professionals continue to fear a break below the March 23 lows, we’re focused on how this market absorbs the tremendous and unprecedented stimulus in the coming months and what that means for nominal equity prices in the longer run. It may not happen this month or this year, but we expect lift off as investors race to preserve purchasing power! Our favorite ideas for a portfolio setting remain in the Best Ideas Newsletter portfolio, Dividend Growth Newsletter portfolio, and High Yield Dividend Newsletter portfolio. Our favorite brand new ideas, released each month, are included in the Exclusive publication.

Mar 15, 2020

Fed Cuts 100 Basis Points, Launches More QE
“Now, stocks and other assets are being sold, some indiscriminately. It is truly becoming a stock pickers market as opposed to a quant-led and index-led market. It takes a different kind of bravery to buy on massive down days and one must have conviction in their research that the company will not go away if massive downside scenarios do in fact emerge.” – Matthew Warren. In this piece, we cover our assessment of what the global markets might be facing in a bull-case, base-case, and bear-case scenario. Our base case is a substantial recession in the US and a financial crisis of some unknown magnitude.

Dec 13, 2019

Dividend Increases/Decreases for the Week Ending December 13
Let's take a look at companies that raised/lowered their dividend this week.

Aug 7, 2019

Join the Conversation on the Market Plunge
The Valuentum team shares its thoughts on the recent surge in volatility and collapse in interest rates amid a trade and currency war between two of the largest economies in the world, the US and China.

Apr 25, 2019

Norfolk Southern Impresses But Sustained Dividend Growth is Doubtful
While Norfolk Southern posted a solid first quarter earnings report and continued to showcase real operational improvement, an onerous net debt load combined with the long-term decline of coal in America puts its dividend growth trajectory in doubt.

Dec 21, 2018

Dividend Increases/Decreases for the Week Ending December 21
Let's take a look at companies that raised/lowered their dividend this week.