eBay Won’t Let PayPal Go

August 14, 2012

Best Ideas Newsletter holding eBay will not spin off PayPal and recent data suggests same store sales metrics are on a tear. We still like the firm, which scores a perfect 10 on our Valuentum Buying Index.

Read More: eBay Won’t Let PayPal Go

Strong Results Across the Retail Spectrum: Michael Kors, TJ Maxx and Saks

August 14, 2012

Brand names continue to drive results in the retail sector.

Read More: Strong Results Across the Retail Spectrum: Michael Kors, TJ Maxx and Saks

Disney Posts a Strong Third Quarter and Invests for the Future

August 13, 2012

Media conglomerate Disney reported strong third-quarter results and secured The Avengers director.

Read More: Disney Posts a Strong Third Quarter and Invests for the Future

Sysco Reports a Strong Fourth Quarter, But Food Costs Could Hurt Profits

August 13, 2012

Food distributor Sysco reported strong fourth quarter results, but we think food cost inflation could pressure gross margins going forward.

Read More: Sysco Reports a Strong Fourth Quarter, But Food Costs Could Hurt Profits

Bottomline Tech Reports Fiscal Fourth Quarter Results

August 11, 2012

Cloud-based payment services provider Bottomline Tech reported better than expected fiscal fourth quarter results. We think investors should keep an eye on the company. 

Read More: Bottomline Tech Reports Fiscal Fourth Quarter Results

Ron Johnson’s JC Penney Plan Continues to Transform Stores

August 11, 2012

JC Penney reported another abysmal quarter Friday, but CEO Ron Johnson contends that it’s all part of the plan.

Read More: Ron Johnson’s JC Penney Plan Continues to Transform Stores

Weak Competitive Advantages in the Auto Supply Chain

August 10, 2012

We walk through some of the difficulties of being an auto-parts supplier and highlight a couple firms in the industry that look cheap.

Read More: Weak Competitive Advantages in the Auto Supply Chain

Roundy’s Faces Stiff Competition; Earnings Fall

August 10, 2012

Midwestern grocer Roundy’s reported lower-than-expected results thanks to competition from Walmart and others. We like its valuation, but are not interested in the shares at this time.

Read More: Roundy’s Faces Stiff Competition; Earnings Fall

Monster Beverage Continues to Grow, But Legal Troubles Arise

August 10, 2012

Energy drink maker Monster Beverage reported strong second quarter results, but some legal trouble has arisen.

Read More: Monster Beverage Continues to Grow, But Legal Troubles Arise

Nordstrom Clears the Way for Long-Term Growth

August 10, 2012

Nordstrom reported solid second quarter results. However, we’re more encouraged by its plans to expand Rack over the next several years.

Read More: Nordstrom Clears the Way for Long-Term Growth
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About Our Name

But how, you will ask, does one decide what [stocks are] "attractive"? Most analysts feel they must choose between two approaches customarily thought to be in opposition: "value" and "growth,"...We view that as fuzzy thinking...Growth is always a component of value [and] the very term "value investing" is redundant.

                         -- Warren Buffett, Berkshire Hathaway annual report, 1992

At Valuentum, we take Buffett's thoughts one step further. We think the best opportunities arise from an understanding of a variety of investing disciplines in order to identify the most attractive stocks at any given time. Valuentum therefore analyzes each stock across a wide spectrum of philosophies, from deep value through momentum investing. And a combination of the two approaches found on each side of the spectrum (value/momentum) in a name couldn't be more representative of what our analysts do here; hence, we're called Valuentum.

The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Valuentum Exclusive publication, ESG Newsletter, and any reports, data and content found on this website are for information purposes only and should not be considered a solicitation to buy or sell any security. Valuentum is not responsible for any errors or omissions or for results obtained from the use of its newsletters, reports, commentary, data or publications and accepts no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a registered investment advisor, and does not offer brokerage or investment banking services. The sources of the data used on this website and reports are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. Valuentum, its employees, and independent contractors may have long, short or derivative positions in the securities mentioned on this website. The High Yield Dividend Newsletter portfolio, ESG Newsletter portfolio, Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio are not real money portfolios. Performance, including that in the Valuentum Exclusive publication and additional options commentary feature, is hypothetical and does not represent actual trading. Actual results may differ from simulated information, results, or performance being presented. For more information about Valuentum and the products and services it offers, please contact us at info@valuentum.com.