Our Thanks to You
August 22, 2017
Image Source: Katharina Friederike Dear reader, Valuentum has been among the most successful investment publishing companies launched in this decade. As we’ve grown and added more features, we’ve learned so much along the way! More recently, you may have noticed that we changed the prices of our membership plans and now only offer monthly plans, save for custom arrangements and the Nelson Exclusive publication. Our new prices are $29.99/month for the individual plan, $49.99/month for the adviser plan, and $99.99/month for an institutional seat. The Nelson Exclusive remains $1,000/year. I wanted to let you know that the new rates only apply to new subscribers, effective a couple weeks ago, so if you are on an existing plan and want to keep
Shire Plc Continues To Underwhelm
August 21, 2017
Image Shown: Shire’s equity has been under enormous pressure as of late. The share price of Shire Plc remains under pressure after posting decent quarterly results in early August. On the surface, the results themselves do not merit the equity hitting a new low, in our view. However, the market continues to grapple with the future direction of the company. Let’s examine the various components of Shire’s underlying business in this article. By Alexander J. Poulos Overview Shire PLC (SHPG) is a Dublin, Ireland based pharmaceutical company with an interesting past. Abbvie (ABBV) attempted to acquire Shire in order to enact a tax inversion which it subsequently abandoned. The failed merger emboldened Shire to become aggressive in the M&A front
Dividend Increases/Decreases for the Week Ending August 18
August 20, 2017
Below we provide a list of firms that raised/lowered their dividends during the week ending August 18. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week Ares Management (ARES): now $0.31 per share quarterly dividend, was $0.13. Atrion (ATRI): now $1.20 per share quarterly dividend, was $1.05. Canadian Banc Corp (CNDCF): now CAD 0.10333 per share monthly dividend, was CAD 0.099942. Community Bank System (CBU): now $0.34 per share quarterly dividend, was $0.32. Digirad (DRAD): now $0.055 per share quarterly dividend, was $0.05. Dillard’s (DDS): now $0.10 per share quarterly dividend, was
CVS Health Still Stuck in Neutral
August 18, 2017
CVS Health continues to perform as expected in the current lower reimbursement environment. We remain enthused with the copious amount of free cash flow that the enterprise produces, which has allowed management to continue its shareholder-friendly ways. We remain vigilant for signs of a key inflection point, however, and a catalyst may exist in the results of the current PBM selling season. By Alexander J. Poulos Overview CVS Health (CVS) operates a hybrid pharmacy model–it has melded together a ubiquitous pharmacy chain with a world-class Pharmaceutical Benefit Management (PBM) business. The hybrid model directly contrasts with the model operated by its primary rival Walgreens (WBA), which maintains a focus on pharmacy retail operations. The pharmacy retail field continues to consolidate
Recent Stock Drops; Dividend Cut Coming at Plains?
August 17, 2017
Image Shown: Plains All American’s stock price may be building in a distribution cut that may materialize in the near term. Several companies disappointed the Street as of late. Though the broader equity markets have been generally calm and steadily-advancing, some underlying constituents have been anything but. By Brian Nelson, CFA It’s been a bull market for some time, but that doesn’t mean all is calm within the ranks. Plains All American (PAA) disappointed investors August 8 after performance during its second quarter came in below expectations and the company lowered forward guidance. We’ve been cautious on the master limited partnership (MLP) space and critical of certain industry-specific metrics for some time, so the disappointment shouldn’t be surprising to our readership.
Our Coverage Universe Ranked By Valuentum Dividend Cushion Ratio (Economic Castle)
August 16, 2017
By Brian Nelson, CFA Valuentum’s investment research covers a lot of ground. Not only do we assess fundamental components such as revenue and earnings growth and technical considerations such as relative pricing strength in our 16-page stock reports, but our supplemental dividend reports showcase each firm’s dividend yield, strength and track record. We rely on the weight and depth of our research and analysis, which goes well beyond historical data, to arrive at a pertinent and relevant fundamental free cash flow measure of dividend health, the Valuentum Dividend Cushion. The Valuentum Dividend Cushion ratio is based on the firm’s future fundamental cash-flow generation and the health of its balance sheet, helping investors avoid the two major factors that cause dividend cuts (click here). The ratio is forward-looking
The Top 25 Most Overvalued Stocks Over $10
August 16, 2017
Image Source: lecates To access the 16-page stock report or dividend report of any company in this download, please use the ‘Symbol’ search box in our website header. We think stocks in a screen of the most overvalued companies, on a price-to-fair value rank, may have significant downside pricing risk. Buyer beware. Use the download below to uncover stocks that may be the most overvalued on the market, on the basis of price-to-fair value. How to filter data in Excel? Click here. Download the screener or build your own screener here (xls). Important Note: The data and rankings are updated frequently and are current as of the date of this download. Valuentum may have updated the stock and dividend reports of companies after the published
The 25 Cheapest Stocks Over $10 on the Market Today
August 16, 2017
Image Source: Dave Dugdale Though a screen of the cheapest stocks on the market will include stocks that we think have fallen out of favor with the market (and look underpriced on the basis of our discounted cash-flow process), we also rely on the Valuentum Buying Index, which considers pricing momentum as a key component in the stock-selection process. The discounted-cash flow exercise is vitally important, but it is just one of the many considerations we look at to determine whether any stock is appropriate for either the Best Ideas Newsletter portfolio or Dividend Growth Newsletter portfolio. To access the 16-page stock report of any company of interest, please use the ‘Symbol’ search box in our website header. Use the download below
Stocks with High Valuentum Buying Index Ratings and Strong Dividend Growth Prospects
August 16, 2017
Value-oriented dividend growth investors may be focused on stocks that have high Valuentum Buying Index™ ratings and strong dividend growth prospects. A screen of the list of interesting dividend-paying stocks that may be among the most timely ideas to consider on the basis of our stock-selection methodology, the Valuentum Buying Index, may be of interest to readers. You may see many in a screen with this criteria that are already ideas in the Dividend Growth Newsletter portfolio. Our best dividend growth ideas to consider will always be included in the Dividend Growth Newsletter portfolio. Though the Dividend Growth Newsletter portfolio is often near fully-invested, we may swap in stocks in such a screen, or stocks on the dividend-growth watch list, at the “right” price,
