Member Articles

Dividend Growth Portfolio: Adding Two New Gems

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  We’re making some moves in the Dividend Growth Newsletter portfolio today. By Brian Nelson, CFA We decided to remove Boeing (BA) and Procter & Gamble (PG) from the Dividend Growth Newsletter portfolio recently. You can view the Dividend Growth Newsletter notification log here. We still like both companies a lot. Boeing has a fantastic position and an inherently hedged business portfolio, while Procter & Gamble still retains some of the best consumer brands, even after a rather aggressive brand simplification process. However, Boeing has run too far too fast, and we can’t rule out P&G turning into another General Electric (GE) given its decision, too, to shrink its brand exposure. We’re replacing those two stalwarts with two key players … Read more

Dividend Increases/Decreases for the Week Ending April 6

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Below we provide a list of firms that raised their dividends during the week ending April 6. 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 Bank of the Ozarks (OZRK): now $0.195 per share quarterly dividend, was $0.19. BP Prudhoe Bay Royalty Trust (BPT): now $1.2748 per share quarterly dividend, was $1.23. Cisco (CSCO): now $0.33 per share quarterly dividend, was $0.29. CurrencyShares Australian Dollar Trust ETF (FXA): now $0.05599 per share monthly dividend, was $0.05154. CurrencyShares Canadian Dollar Trust ETF (FXC): now $0.01500 per share monthly dividend, was $0.01107. Dollar … Read more

Walgreens Boots Alliance Remains at the Crossroads of a Rapidly-Evolving Healthcare Landscape

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Image Source: Walgreens 2Q 2018 Earnings Release By Alexander J. Poulos The evolving healthcare landscape has been dealing with the threat of a disruptive new competitor entering the market and considerable political risk. Though the need for healthcare remains impervious to economic forces, a clear deflationary trend has descended on the industry that has affected many of the well-entrenched participants. Let’s examine Walgreens Boots Alliance for clues that a shift in sentiment may have occurred in this well known, yet beleaguered sector. We’re watching Walgreen’s equity very closely. The Consolidation Trend Continues One of the often overlooked, but in our view, key dynamics affecting the drug distributers/retailers such as Walgreens Boots Alliance (WBA) is the continued deflationary trends exhibited in … Read more

Valuentum Website Navigation

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Hi everyone, I wanted to cover a few topics about our website navigation. Some of you have been asking about where to find the newsletter portfolios. In addition to their being published in the monthly newsletters, we added links to them back on the left column of the website under the Newsletters/Portfolios section: Dividend Growth Newsletter portfolio: /20120809_4 Best Ideas Newsletter portfolio: /20120809_3 Don’t forget to ask about the new High Yield Dividend Newsletter and the Nelson Exclusive publication. Others have emailed about the images of the screens on our website. Those screens are always included in the newsletters that we deliver each month, and now the data can be conveniently downloaded in a weekly Excel file download and sorted … Read more

Alert: Dropping P&G; Also — Intel’s Dividend Hike; General Motors Puts Up Strong March Sales

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We were reminded of some good news from Intel and General Motors, but the time has come to part with Procter & Gamble. We may have included it in the simulated Dividend Growth Newsletter portfolio too long. By Brian Nelson, CFA Hope you all had a warm holiday weekend. It was pleasant this morning to be reminded that simulated newsletter portfolio idea Intel (INTC) increased its dividend 10% when it reported quarterly results January. The dividend will be payable on June 1 to shareholders of record on May 7. The enthusiasm behind our call on Intel and our article in the April edition of the Dividend Growth Newsletter was a bit short-lived given the recent rumors in the PC market, … Read more

Michael Kors – The Latest 9 or 10 on the Valuentum Buying Index

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Image shown: The performance of Michael Kors relative to the stock market since it registered a 9 on the Valuentum Buying Index. Is it any surprise that the markets seem to be struggling at current levels? The Valuentum Buying Index registered its latest 9 or 10 with Michael Kors in August 2017. While that stock has surged, the market has floundered. It’s so important to be patient for ideas. Anyone can create ideas. Not everyone can create good ideas, and that’s the difference. You don’t want to miss the next highly-rated stock on the VBI! Read more about the Valuentum Buying Index >> Rank our Coverage Universe by the Valuentum Buying Index >>

Trump Knocks Air Out of Amazon; Intel Investors Overreact to Apple News

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Only fools, or worse, are saying that our money losing Post Office makes money with Amazon. THEY LOSE A FORTUNE, and this will be changed. Also, our fully tax paying retailers are closing stores all over the country…not a level playing field! — Donald J. Trump (@realDonaldTrump) April 2, 2018 President Trump continues to move markets, and his messages about Amazon haven’t gone unnoticed. Apple seems to be targeting wider gross margins in coming years, as it looks to bring in-house a part of its supply chain. Intel’s shares overreact. By Brian Nelson, CFA President Trump seems to want to put Amazon (AMZN) in its place, and his recent comments have been a source of fear for many investors of … Read more

Why Some Investors Fail — Worms!

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Image Source: crabchick. 

When you read our research, we’re not just providing financial metrics — Valuentum is striving to provide an answer to the most important question in investing: what is a company worth? Though there are varying opinions about which underlying factor is the most important investment consideration, at the end of the day, the process of valuation collects every investment consideration to provide a conclusion. It is the answer after all other considerations, the final outcome of analysis. It is why we say that investors that don’t pay attention to valuation may be doomed to fail…eventually. Not seeking valuation is not seeking the answer.

Dividend Increases/Decreases for the Week Ending March 30

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Below we provide a list of firms that raised their dividends during the week ending March 30. 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 ACNB (ACNB): now $0.23 per share quarterly dividend, was $0.20. Activision Blizzard (ATVI): now $0.34 per share annual dividend, was $0.30. Amdocs (DOX): now $0.25 per share quarterly dividend, was $0.22. Ares Commercial Real Estate (ACRE): now $0.28 per share quarterly dividend, was $0.27. Banner (BANR): now $0.35 per share quarterly dividend, was $0.25. Columbus McKinnon (CMCO): now $0.05 per share quarterly dividend, was $0.04. First … Read more

Verint’s Big Move Puts It Ahead of the Market

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Image shown: A rally following Verint’s fourth-quarter report has put its price performance ahead of the market’s return since the beginning of 2017. We think Verint Systems is getting a bad rap about its non-GAAP reporting. Operating cash flow at the company is tremendous, and the market may finally be coming around to recognizing its undervalued nature. By Brian Nelson, CFA Simulated Best Ideas Newsletter portfolio idea Verint Systems (VRNT) reported solid fourth-quarter results that showed total revenue advancing nearly 8% thanks to strong service and support sales, and operating income leaping nearly 90%, to $36.3 million. GAAP net income in the quarter more than doubled, to $18.3 million. Net debt, including long-term restricted cash, fell to $417 million from … Read more