Valuentum Exclusive Analysis for the Discerning Investor

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In no particular order -- the five winners...

As a Chief Investment Strategist that oversees a significant amount of assets, it is vital to have unbiased research that we can lean on for decision making. Brian and the Valuentum team help provide a disciplined and fundamental approach to stock analysis without the typical Wall Street bias or conflicts of interest. The value we get on a monthly basis for having this detailed thought analysis and wise long-term thinking greatly outweighs the cost. We are very happy to have them on our short list of management we trust. 

- Stephen H. (October 2022)

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I’d like you to know what my takeaways are from your research:

1) Be wary of capital dependent entities

2) Buy strong, near monopoly, businesses like Apple and Google

3) Let winners run -- although I’m thinking: how can I improve the exits (PYPL, META, GILD)

4) Look at free cash flow and use the DCF model!

5) Expect markets to go bonkers in the near future, with all the quantitative trading

I made a good return, roughly following best ideas + div growth portfolio. All the best, keep up the good work!

- Peter H. (October 2022)

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I appreciate Valuentum for its forward-looking approach in assessing the fair value of the stocks it covers, for not following the crowd and getting caught up in the cryptocurrency mania and for adhering to a slow-but-steady approach to building wealth. I especially value your focus on the future, rather than extrapolating a company’s historical results into the future to assess a company’s fair value. As someone who retired two years ago, your Dividend Safety/Cushion ratio reassures me that I can rely on my dividend income. Keep doing what you are doing, and the results will bring you continued success!

- Brent B. (October 2022)

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Success in investing is as much (if not more) about avoiding big blowups and losses then it is about picking the biggest winners. Value Trap has been instrumental in our avoiding many of the problematic areas within markets, be a cryptocurrency, be it super highly valued growth companies with little or no profits, etc. We continue to appreciate all that you have done, and we can’t wait to see what the future holds. Thank you!

- Rich D. (October 2022)

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I want to thank you for your newsletters. The thorough research provides a very good perspective on the stocks that I invest in. The cost is reasonable, and your honest opinions are valued when you share them. 

- Patrick B. (October 2022)

Thank you all for your memberships!

Here's to health, wealth and happiness! -- The Valuentum Team

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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.

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The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports 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, 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, independent contractors and affiliates may have long, short or derivative positions in the securities mentioned on this website.