All Posts – Valuentum

Dividend Increases/Decreases for the Week of September 9

September 9, 2022

Below we provide a list of firms that raised their dividends during the week ending September 9. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week Atalaya Mining Plc (AYM:CA): now $0.036 per share dividend. Garrett Motion Inc. SERIES A CUMULATIVE CONVERTIBLE PFD STK (GTXAP): now $0.17 per share quarterly dividend. Grindrod Shipping (GRIN): now $0.84 per share interim quarterly dividend, was $0.47. Hammond Power Solutions (HMDPF): now CAD 0.10 per share quarterly dividend, was CAD 0.085. I3 Energy (ITEEF): now GBP 0.1425 per share monthly dividend. Kilroy Reality (KRC): now

Post-Mortem on Facebook (Meta Platforms): Apple Crushed Our Thesis

September 7, 2022

Image: Thesis creep kept us excited about Meta, but we’ve since trimmed the “weighting” in the simulated Best Ideas Newsletter portfolio, as updated August 19. What more can we say–Apple is eating Facebook’s lunch, and the iPhone giant is now advancing with its advertising revenue, too. Apple blew up our thesis on Meta, and that’s the long and short of it. By Brian Nelson, CFA Meta Platforms (META) wasn’t the first idea that hasn’t worked out perfectly for us, and it won’t be the last. Frankly, we’re as surprised as the next person at how quickly things fell apart at Meta, and there wasn’t much time to be patient on the idea as the savviest portfolio managers like to do.

Korn Ferry’s Stock Helps Diversify Best Ideas Newsletter Portfolio

September 7, 2022

Image Shown: Within the realm of the global consulting industry, Korn Ferry’s revenues are well-diversified in terms of both the geographic markets and industries it caters to. We like shares of Korn Ferry as an idea in our Best Ideas Newsletter portfolio. Image Source: Korn Ferry – First Quarter of Fiscal 2023 IR Earnings Presentation By Callum Turcan On September 7, the global consulting firm Korn Ferry (KFY) reported first quarter earnings for fiscal 2023 (period ended July 31, 2022) that beat consensus top-line estimates but missed consensus bottom-line estimates. Korn Ferry has been steadily shifting towards a model of digitally delivering its services, when feasible, to its client base as a way to boost its revenue generating potential per

Video: How Many Stocks Should You Own?

September 4, 2022

Video: Valuentum’s President of Investment Research, Brian Nelson, CFA, explains the importance of diversification, how to think about firm-specific and systematic risk, how many stocks one should own to achieve 90% of the diversification benefits, how to think about active asset allocation versus active equity management, and why diversification is a means to achieve goals, not the goal itself. A content-packed 14-minute video. Don’t miss it! –——— Tickerized for holdings in the ARKK. Also tickerized for META, PYPL. Brian Nelson owns shares in SPY, SCHG, QQQ, DIA, VOT, BITO, and IWM. Valuentum owns SPY, SCHG, QQQ, VOO, and DIA. Brian Nelson’s household owns shares in HON, DIS, HAS, NKE. Some of the other securities written about in this article may

Dividend Increases/Decreases for the Week of September 2

September 2, 2022

Below we provide a list of firms that raised their dividends during the week ending September 2. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week ABC Technologies Holdings (ABCT:CA): now CAD 0.0375 per share quarterly dividend. Athene Holding Ltd. 4.875% DEP PFD Dp (ATH.PD): now $0.3046 per share quarterly dividend. Avnet (AVT): now $0.29 per share quarterly dividend, was $0.26. Banco Bradesco (BBD): now $0.0034 per share monthly dividend, was $0.0032. BHP Group (BHP): now $3.50 per share semi-annual dividend, was $3.00. Brady (BRC): now $0.23 per share quarterly dividend,

Nelson: Executing the Valuentum Strategy

September 1, 2022

Video: Valuentum’s President Brian Nelson, CFA, explains why he’s turned bearish on the equity markets after a great bull run. In this 8-minute video, learn about the fantastic returns of the stock market the past three years, and how the Valuentum way has cushioned the market decline in 2022. Watch now to learn about the textbook execution of the Valuentum strategy and more! –——— Tickerized for holdings in the SPY. Brian Nelson owns shares in SPY, SCHG, QQQ, DIA, VOT, BITO, and IWM. Valuentum owns SPY, SCHG, QQQ, VOO, and DIA. Brian Nelson’s household owns shares in HON, DIS, HAS, NKE. Some of the other securities written about in this article may be included in Valuentum’s simulated newsletter portfolios. Contact

Update on Newsletter Portfolio Idea Apple

September 1, 2022

Image Shown: Shares of Apple Inc have rebounded strongly from their recent lows as of late August 2022. By Callum Turcan Apple Inc (AAPL) reported third-quarter results for fiscal 2022 (period ended June 25, 2022) that beat both consensus top- and bottom-line estimates. Management also noted during Apple’s latest earnings update that supply chain constraints were beginning to ease a bit and that Apple’s near-term growth outlook was improving. We continue to like Apple as an idea in the newsletter portfolios. Shares of AAPL yield ~0.6% as of this writing, and there is an enormous amount of room for Apple to aggressively grow its per-share payout going forward given its financial strength. Earnings Update Apple’s GAAP revenues rose 2% year-over-year

Best Idea Visa Is a Free Cash Flow Cow

September 1, 2022

Image Shown: Visa Inc is a tremendous free cash flow generator and is very shareholder friendly. Management distributes cash back to investors primarily through sizable share repurchases and to a lesser extent, through dividend increases. Image Source: Visa Inc – Third Quarter of Fiscal 2022 IR Earnings Presentation By Calum Turcan Visa Inc (V) reported third quarter earnings for fiscal 2022 (period ended June 30, 2022) that beat both consensus top- and bottom-line estimates. Visa is included in the Best Ideas Newsletter portfolio as we view its capital appreciation upside potential quite favorably. Our recently updated fair value estimate for Visa stands at $226 per share with room for upside as the high end of our fair value estimate range

Best Idea Dollar General Outperforms

September 1, 2022

Image Shown: Dollar General Corporation outperformed during its latest earnings update. Image Source: Dollar General Corporation – 10-Q SEC filing covering the Second Quarter of Fiscal 2022 By Callum Turcan On August 25, Dollar General Corporation (DG) reported second quarter earnings for fiscal 2022 (period ended July 29, 2022) that beat both consensus top- and bottom-line estimates. The discount retailer also raised its full year guidance for fiscal 2022 in conjunction with its latest earnings update after previously raising its full year guidance during its fiscal first quarter earnings report, which we covered in this article here. We include Dollar General as an idea in the Best Ideas Newsletter portfolio and the high end of our fair value estimate range

Valuentum: Outlook for Europe, China Is Bleak

August 31, 2022

Video: Valuentum’s Associate Director of Research and Co-Portfolio Manager of the simulated newsletter portfolios, Callum Turcan, shares his thoughts about the global economy. Europe is facing considerable pressure from energy prices, while China may face a mortgage meltdown. Join Valuentum for this brief 6 minute video to get up to speed on the goings-on of the global economy and what troubles may be lurking ahead. –——— Brian Nelson owns shares in SPY, SCHG, QQQ, DIA, VOT, BITO, and IWM. Valuentum owns SPY, SCHG, QQQ, VOO, and DIA. Brian Nelson’s household owns shares in HON, DIS, HAS, NKE. Some of the other securities written about in this article may be included in Valuentum’s simulated newsletter portfolios. Contact Valuentum for more information

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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.