Putting Our Members First by Brian Nelson, CFA
I never forget why Valuentum is in business, and it’s for our members.
I was reminded recently why we work so hard day in and day out, covering over 1,000 stocks, publishing two newsletter portfolios that are exceeding their strategic goals, and issuing quarterly publications to our dear advisor members.
It’s not only to identify ideas that we think are going to fit the needs and requirements of our members’ investment goals, but also to serve as an independent voice, looking out for our members’ best interests.
In this day and age, a service that does this is hard to find, and I’ve been in the industry long enough to know that many research shops – on the buyside, sell-side and yes, even other independent ones – don’t always put your interests first (think about the ‘talking heads’ on CNBC talking up their books or the games that the sell-side plays with earnings estimates and price targets).
A number of weeks ago, we went out of our way to warn on the risks of the mortgage REIT sector, suggesting that the good times were behind the group and that dividend cuts were around the corner. For one particular advisor whose clients held a significant number of shares of American Capital (AGNC) at just under $30 each, our note was very timely. We didn’t ask how many shares were held across the portfolios, but let’s say for illustrative purposes, there were 10,000. In American Capital’s slide to $23, that’s $70,000. And we’ve already seen several mortgage REITs slash their dividends since we warned about the group.
We didn’t hold a mortgage REIT in our dividend growth portfolio, or have any other interest but to alert our members of the severe risks of the industry. This independent and unbiased voice is why we’re in business – it really can’t be found anywhere else anymore. It’s why we get up early and work late. And for the individual that has already made or saved a lifetimes’ worth of subscriptions from our ideas, we hope you’ll stay with us over the long haul.
I hope you enjoy this edition of our Dividend Growth Newsletter. The best of times are still ahead at Valuentum!
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INSIDE THIS ISSUE
1 Putting Our Members First
2 If Yields Go Up, Are BDCs Done For? (see article for tickers)
5 Our Dividend Growth Portfolio
7 Verizon Might Jump Into Canada (ticker: VZ)
8 Weak Food Sales Spoil Walgreens’ Third Quarter (ticker: WAG)
9 Oracle Posts a Weak Quarter to End Its Fiscal Year (ticker: ORCL)
10 Stocks with High VBI Ratings and Strong Dividend Growth Prospects (see article for tickers)
11 Our Dividend Growth Watch List
12 Yields to Avoid
14 Realty Income’s Monthly Dividend Should Continue to Grow (ticker: O)
17 Overvalued and Dangerous Dividend: Iron Mountain Crushed by REIT Conversion Update (ticker: IRM)
20 About Our Dividend Cushion™
23 Featured Reports: Energy Transfer Partners, Lockheed Martin, Thomson Reuters, Paychex
27 Our Valuentum Buying Index
30 Valuentum Definitions