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.
McDonald’s facing a ‘perfect storm of negatives’: Pro — CNBC
October 22, 2014
Brian Nelson, President of Equity Research at Valuentum Securities, says the fast food giant’s third quarter results were atrocious and outlines what’s needed to improve earnings moving forward. — CNBC
McDonald’s Third Quarter Performance Very Ugly; Even Worse Than Yum! Brands’
October 22, 2014
McDonald’s is being hit by a perfect storm of negative catalysts, and it may get worse before it gets better. Yum Brands will fall short of achieving previously-announced earnings per share goals.
We’re Expecting an Absolute Blow-Out Holiday Quarter for Apple
October 21, 2014
A trip to the local Apple retail store is all that is needed to assess the continued tremendous interest in Apple products.
Pricing Power Is the Name of the Game in Chipotle’s Third Quarter
October 20, 2014
Chipotle is a fantastic company with excellent growth prospects. Shares, however, are priced to perfect execution, which cannot be guaranteed in the ultra-competitive fast-casual space.
Hasbro Continues to Shine
October 20, 2014
Hasbro put up a fantastic third quarter, and we continue to like the company as an income growth idea.
Big Blue Blows Up
October 20, 2014
We knew something was terribly wrong. IBM’s (IBM) earnings quality had been waning, and we thought a big miss might be on the horizon. We wrote here in January 2014: Never did we ever think we’d be using Big Blue as an example of poor earnings quality, but its fourth-quarter 2013 results, released January 21, fit the mold. The first is revenue growth. IBM’s fourth-quarter 2013 revenue dropped 5.5%, a pace that exceeded that of the 4.6% drop for the year, indicating an acceleration of the revenue decline. We’re viewing this as a sign that the worst may still be ahead of Big Blue as it tries to steer the company back to growth. Without a solid backdrop of revenue growth, earnings-per-share expansion will
