Procter & Gamble Reaffirms Decent Guidance After Solid Fourth Quarter

August 3, 2012

Dividend growth gem Procter & Gamble reported solid fourth-quarter results and reaffirmed decent guidance for its 2013 fiscal year. We hold the name in the portfolio of our Dividend Growth Newsletter and will continue to do so.

Read More: Procter & Gamble Reaffirms Decent Guidance After Solid Fourth Quarter

July Retail Same-Store Sales Trends Look Positive

August 3, 2012

With the exception of Abercrombie, July same-store sales were pretty good.

Read More: July Retail Same-Store Sales Trends Look Positive

Mixed Results in the Alcohol Sector

August 2, 2012

Beam and Boston Beer reported second quarter results this week. We think both companies are overvalued.

Read More: Mixed Results in the Alcohol Sector

International Weakness Weighs on Kellogg’s Otherwise Solid Second Quarter

August 2, 2012

Food giant Kellogg reported a decent second quarter in spite of weakness abroad. We aren’t fans of the company or its dividend growth potential at this time.

Read More: International Weakness Weighs on Kellogg’s Otherwise Solid Second Quarter

Comcast Generates Tons of Cash in Its Second Quarter

August 2, 2012

Cable provider and owner of NBCUniversal, Comcast reported a strong second quarter. Though the business generates gobs of cash flow, we think it’s fairly valued at this time.

Read More: Comcast Generates Tons of Cash in Its Second Quarter

Problems at Green Mountain Coffee Roasters Are Brewing

August 2, 2012

Keurig-maker Green Mountain Coffee Roasters’ results weren’t as awful as its outlook. We aren’t at all interested in the firm.

Read More: Problems at Green Mountain Coffee Roasters Are Brewing

Is First Solar on the Rebound?

August 2, 2012

First Solar’s second quarter results were stronger than expected, but we still do not like the solar industry.

Read More: Is First Solar on the Rebound?

July Auto Sales Remain Strong But Growth Slows As Comparisons Become Tougher

August 2, 2012

Auto sales in July continued to grow on a year-over-year basis, but not as quickly as in the first quarter of the year. We still believe Ford and GM are undervalued.

Read More: July Auto Sales Remain Strong But Growth Slows As Comparisons Become Tougher

A Slowing Global Economy Can’t Stop Mastercard

August 1, 2012

Payment processor Mastercard reported excellent second quarter results. We like the firm’s ability to generate value, but we prefer Visa.

Read More: A Slowing Global Economy Can’t Stop Mastercard

Valero Reports Second Quarter Earnings

August 1, 2012

Valero reported better-than-expected second quarter earnings. However, we think shares are fairly valued.

Read More: Valero Reports Second Quarter Earnings
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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.