Alibaba and Apple to Partner?
October 28, 2014
Apple and Alibaba could soon be collaborators…to continue reading >>
Twitter Earns a Penny Per Share in Third Quarter…on a Non-GAAP Basis
October 28, 2014
Valuentum may try advertising on Twitter (TWTR) again someday, but probably not anytime soon. Frankly, it’s just too limiting with less than 140 characters to get across a fresh, unique, and interesting concept to readers. In fact, advertising on Twitter may do more harm to a new brand than help it. For products with a relatively steep learning curve, advertising in general is not easy, but the barriers to advertising success on Twitter are monumental for these types of firms. It’s probably not too big of a stretch to assume that if we’re not happy advertising on Twitter, there are millions of other small businesses that aren’t either. We think this troubling dynamic speaks to Twitter’s performance in the third
American Capital Agency’s Book Value Declines…Again
October 27, 2014
The success of mortgage REITs in the past has largely been the result of an unhedged (unprotected) portfolio completely exposed to the vicissitudes of interest rates. Mortgage market dynamics are inherently difficult to predict, and most mortgage REITs can only bolster economic returns as measured through gross ROEs via adding additional leverage. Spread income has always been a less-material driver to book value than other comprehensive losses, or when unrealized losses on a mortgage REIT’s investments are marked to market. Very few analysts have the ability to effectively analyze these complex instruments, and while we’ve been correct about the risks related to their investment opportunities, we continue to believe it is borderline irresponsible for financial advisors to be using mortgage
Sleep Well at Night with Procter & Gamble’s Shares
October 27, 2014
The dividend at the consumer products giant has years of growth ahead of it.
The Long-term Is Still Bright at Ford
October 27, 2014
Let’s take a look at the automaker’s third-quarter performance.
Dividend Increases for the Week Ending October 24
October 27, 2014
Let’s take a look at dividend increases for the week ending October 24.
Dividend Growth Investing: Valuentum to Present at the AAII, November 15
October 24, 2014
Join President Brian Nelson and members of the Valuentum analyst team for a presentation at the local chapter of the American Association of Individual Investors (AAII) in Chicago on November 15.
3M, Caterpillar Boost 2014 Outlooks; Amazon Misses, Microsoft Beats
October 23, 2014
After disappointments from McDonald’s, Coca-Cola, AT&T, and IBM, a more optimistic tone from 3M and Caterpillar was welcome news. Still, the market continues to digest Amazon’s large miss and Dividend Growth portfolio holding Microsoft’s large beat. Mr. Softy’s results were truly fantastic. Let’s dive in.
Earnings Reports You Should Know About
October 23, 2014
Let’s run through a number of important earnings reports this week.
Adding to Gilead and Alibaba in Best Ideas Portfolio; Establishing Kinder Morgan in Dividend Growth Portfolio
October 22, 2014
The correction has come and passed. It appears the market is setting up to move higher…again. Such a move may still be a part of the beginning of a larger downward trend, however.
