Dividend Increases for the Week Ending January 5
January 7, 2018
Let’s take a look at companies raising/lowering their dividends this week.
Markets Update: January 5, 2018
January 6, 2018
Image shown: The Dow Jones Industrial Average has performed incredibly since the news of the election of Donald Trump.
We’re off to a great start in the New Year. Let’s see how a few newsletter portfolio ideas are performing.
Admit It: You Know Nothing About the Dividend
January 5, 2018
President of Investment Research Brian Nelson talks about how the concept of a dividend is completely miscontrued due to societal and cultural reasons, but he also explains why he likes dividends. Warning: He’s going to bust out Monopoly pieces. You don’t want to miss this! Running time: ~15 minutes.
Intel Facing Selling Pressure Over Security Issue
January 4, 2018
Image Source: Intel.
Dividend Growth and Best Ideas Newsletter idea Intel is facing pressure after reports of a chip flaw surfaced. We’re not overreacting to what may be a transient issue, but we’re monitoring developments like a hawk.
SMART Global: A Leader in Specialty Memory Solutions
January 4, 2018
SMART Global is an interesting idea in the memory space, but obsolescence risk and overcapacity will always be two primary concerns. This one is still worth having on your radar.
The Fed’s Dislocation and Too Few Stocks?
January 2, 2018
President of Investment Research Brian Nelson talks about how central banks may be pushing savers into riskier assets than what might otherwise be warranted by their risk profiles, how interest rates should be viewed within the valuation context, and whether too few stocks to invest in is driving a ‘rising tide lifts all boats’ dynamic. A discussion about the severe limitations of the price-to-earnings ratio is included. Running time: ~14 minutes.
2018 Healthcare and Biotech Outlook
January 2, 2018
Image Source: Global Panorama.
2017 will undoubtedly go down as one of the most fabulous years for the stock market, and while we continue to warn of the dangers associated with the market continuing to trade at lofty valuations, we are intrigued by the outlook for big cap pharma and biotech in the near term. Changes in the US tax laws will likely have a profound impact on the industry.
Dividend Increases for the Week Ending December 29
January 1, 2018
Let’s take a look at companies raising their dividend this week.
Bank Valuations and We’re All Market Timers?
December 30, 2017
President of Investment Research Brian Nelson dives into questions about why an enterprise free cash flow model is not used for banking and insurance entities, and offers up the idea that we all might be market timers. What do you think? Running time: ~14 minutes.
Valuentum Announcements
December 29, 2017
We’re excited to usher in the New Year, and we hope you are, too!
