GM: Solid in North America, But Europe Weighs on Profits

August 7, 2012

US automaker General Motors reported second quarter results that were harmed by problems in Europe. Shares are cheap, but we prefer Ford.

Read More: GM: Solid in North America, But Europe Weighs on Profits

Cognizant’s Second Quarter Underscores Solid Tech Spending

August 6, 2012

Technology consulting firm Cognizant posted strong second quarter results, but we think shares are fairly valued at this time.

Read More: Cognizant’s Second Quarter Underscores Solid Tech Spending

Best Buy Surges on Takeover Bid

August 6, 2012

Electronics retailer Best Buy is surging on a buyout offer from founder Richard Shulze. Though we think the shares have valuation upside, hoping for a buyout is still a risky proposition, in our view.

Read More: Best Buy Surges on Takeover Bid

Berkshire Hathaway Posts Strong Operating Earnings Growth

August 6, 2012

Warren Buffett’s legendary company posted a strong second quarter. We expect Buffett to continue his outperformance.

Read More: Berkshire Hathaway Posts Strong Operating Earnings Growth

OpenTable Posts a Strong Second Quarter

August 5, 2012

Online reservation booking company OpenTable reported a strong second quarter, but we don’t think the firm is immune from competition. We’re not fans of its valuation.

Read More: OpenTable Posts a Strong Second Quarter

Synaptics Surges on iPhone Rumors

August 3, 2012

Synaptics surged on rumors that some of its technology will be included in the iPhone 5. We like the shares at current levels and are strongly considering them for addition to our Best Ideas portfolio.

Read More: Synaptics Surges on iPhone Rumors

LinkedIn’s Results Suggest It’s the New Job Hotspot

August 3, 2012

LinkedIn’s second quarter results highlight the popularity of the hiring website, but we think the valuation is simply too high.

Read More: LinkedIn’s Results Suggest It’s the New Job Hotspot

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
Previous Next

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.