Johnson & Johnson Faces Currency Headwinds But Its Stock Remains Undervalued

July 17, 2012

Though earnings weren’t excellent, we thought the quarter was fine given currency headwinds. The firm scores a 9 on our Valuentum Buying Index. 

Read More: Johnson & Johnson Faces Currency Headwinds But Its Stock Remains Undervalued

Stronger Gross Margins Drive Earnings Growth At Mattel

July 17, 2012

The world’s largest toy maker experienced strong earnings growth during the second quarter. We think Hasbro is less expensive.

Read More: Stronger Gross Margins Drive Earnings Growth At Mattel

Coca-Cola Pushes Through Global Challenges

July 17, 2012

Global beverage giant Coca-Cola posted a solid second quarter. We aren’t crazy about shares at current prices.

Read More: Coca-Cola Pushes Through Global Challenges

Gannett’s Second Quarter Underscores Successful Transformation

July 17, 2012

Media giant Gannett reported strong second quarter earnings on Monday. We think shares are trading at the low end of the firm’s fair value range.

Read More: Gannett’s Second Quarter Underscores Successful Transformation

Citigroup Beats Estimates But Shares Are Fairly Valued

July 16, 2012

Global banking giant Citigroup reported strong than expected earnings Monday, but we aren’t excited about the stock.

Read More: Citigroup Beats Estimates But Shares Are Fairly Valued

Merchant Settlement Clarifies Future for Visa and Mastercard

July 16, 2012

A class action lawsuit against Visa, Mastercard, and banks that issue debt and credit cards was settled Friday evening. Though many of the details aren’t available, the $7.25 billion settlement has a negligible impact on our fair value estimates.

Read More: Merchant Settlement Clarifies Future for Visa and Mastercard

Valuentum’s July Edition of Its Best Ideas Newsletter! Outperformance Hits Highest Mark Ever

July 15, 2012

The July edition of our Best Ideas Newsletter is now available.

Read More: Valuentum’s July Edition of Its Best Ideas Newsletter! Outperformance Hits Highest Mark Ever

Wells Fargo Continues Its Sound Performance

July 14, 2012

Warren Buffett favorite Wells Fargo posted another solid quarter. We like the bank’s conservative ethos but think shares are fairly valued.

Read More: Wells Fargo Continues Its Sound Performance

Jamie Dimon Continues To Be the Model CEO

July 13, 2012

Jamie Dimon, CEO of JP Morgan Chase, seems to have successfully navigated his firm through difficult trading losses with honesty and transparency. We think shares of JP Morgan remain undervalued.

Read More: Jamie Dimon Continues To Be the Model CEO

Infosys Cuts Full-Year Guidance

July 13, 2012

India’s second-largest IT outsourcing firm, Infosys, reported solid earnings but slashed its full-year guidance. Infosys is yet another tech firm to cut its outlook.

Read More: Infosys Cuts Full-Year Guidance
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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.