Member Articles

Canakinumab Posts Some Impressive Data For Novartis

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We remain impressed with the depth of the clinical pipeline that is currently being brought out to market by the Dividend Growth Newsletter portfolio idea Novartis. We closely follow the data delivered from clinical trials to gauge the potential for the pipeline; in the case of Novartis, we feel the strength of the emerging pipeline bodes very well for continued dividend growth over the next few years. In this piece, we will detail the clinical results for Canakinumab, as we feel the molecule will nicely complement Novartis’ burgeoning cardiovascular unit. By Alexander J. Poulos Canakinumab   Image source: Novartis Cardiovascular Disease (CVD) remains one the largest areas of need based on the sheer number of patients afflicted with some form … Read more

Dividend Increases/Decreases for the Week Ending September 8

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Below we provide a list of firms that raised/lowered their dividends during the week ending September 8. 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 Anthem (ANTM): now $0.70 per share quarterly dividend, was $0.65. BHP Billiton (BHP): now $0.86 per ADS semi-annual dividend, was $0.80. BIOQUAL (BIOQ): now $0.60 per share annual dividend, was $0.45. Blue Hills Bancorp (BHBK): now $0.15 per share quarterly dividend, was $0.05. Brady (BRC): now $0.2075 per share quarterly dividend, was $0.205. Brinker (EAT): now $0.38 per share quarterly dividend, was $0.34. Clough Global Allocation … Read more

Fair Value Estimates of Stocks In Our Coverage Universe

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Use the download below to view the fair value estimates of companies in our coverage universe. How to filter data in Excel? Click here. Download the screener or build your own screener here (xls). Important Note: The data and rankings are updated frequently and are current as of the date of this download. Valuentum may have updated the stock and dividend reports of companies after the published date of this download. Members should view the rankings in this download as a starting point for further research and always access the individual stock page of each desired company on our website for its most recent ratings, metrics, and valuation information. If you have any questions about our services, please contact us at info@valuentum.com. Note on … Read more

Rank Our Coverage Universe By Valuentum Buying Index Rating

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  Please select the image below to download our latest study on the Valuentum Buying Index. << The Seven Most Important Considerations of the Valuentum Buying Index << Why Portfolio Holdings Can Sometimes Have Low VBI Ratings << The Best Way to Use the Valuentum Process ——————– Use the download below to rank our coverage universe by Valuentum Buying Index rating. How to filter data in Excel? Click here. Download the screener or build your own screener here (xls). Important Note: The data and rankings are updated frequently and are current as of the date of this download. Valuentum may have updated the stock and dividend reports of companies after the published date of this download. Members should view the rankings in … Read more

The Wisdom of Oaktree’s Howard Marks

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Image Source: emmolos The latest memo from Oaktree’s Howard Marks here should be read and then read again. The section on passive investing is an absolute treasure. “Passive investing is done in vehicles that make no judgments about the soundness of companies and the fairness of prices.  More than $1 billion is flowing daily to “passive managers” (there’s an oxymoron for you) who buy regardless of price.  I’ve always viewed index funds as “freeloaders” who make use of the consensus decisions of active investors for free.  How comfortable can investors be these days, now that fewer and fewer active decisions are being made?” — Howard Marks, Oaktree Capital Financial Tech Services: ACIW, EPAY, FDC, FIS, FISV, FLT, GPN, MA, MELI, … Read more

Adviser Fees on Indexed Assets Can Eat Up Your Nest Egg?

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Indexing sounds like an easy way to track the market’s performance, but if your indexed assets are held in financial advisors’ accounts, it can come with a big cost: significant underperformance. Over 20 years, we estimate in this hypothetical example that the cumulative cost as a result of a 1% annual financial advisor fee on indexed assets can amount to as much as 66% of a saver’s initial investment — just for holding an index fund. Please be careful out there!

Why Won’t GM Break Out Already?

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What is it going to take for General Motors to catapult to new heights? By Brian Nelson, CFA August was a busy month for the auto makers. Following General Motors’ (GM) fantastic second-quarter results in late July, we thought shares of the auto giant would have surged higher, but they have been stuck in neutral, despite what we consider to be a very, very attractive valuation and an equally attractive dividend yield. Read why we think “General Motors May Offer an Incredible Opportunity (July 2017).” Where Tesla (TSLA) and Ferrari (RACE) are trading at rather high valuation multiples, poor GM can’t even get a double-digit multiple on current-year earnings, despite what we consider to be a solid balance sheet. What … Read more

First Harvey, Now Irma

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Image Source: NASA Goddard Space Flight Center. NASA Sees Irma Strengthen to a Category 5 Hurricane. This visible light image of Hurricane Irma was captured by NOAA’s GOES East satellite as it strengthened to a Category 5 hurricane in the Central Atlantic Ocean on Sept. 5 at 7:45 a.m. EDT (1145 UTC). NASA and NOAA satellites have been providing valuable satellite imagery to forecasters at the National Hurricane Center, and revealed that Hurricane Irma has strengthened to a Category 5 hurricane on Sept. 5 around 8 a.m. EDT (1200 UTC). Credits: NASA/NOAA GOES Project. Hurricane season 2017 has not been kind to insurers.  By Brian Nelson, CFA What a disaster-of-a-hurricane-season 2017 is shaping up to be. Our hearts and thoughts go out to … Read more

Gilead Sciences Finally Takes Out A Promising Biotech

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Image Source: Gilead We were generally pleased to see that Gilead Sciences has decided to put its vast cash hoard to use by acquiring a cutting-edge technology that will further its clinical pipeline. Though it has become fashionable for many in the investment world to engage in M&A speculation as to whom Gilead might finally acquire, our research focus has instead been on the fundamental case, and the inevitable decline in HCV sales seems to have stabilized with the company reporting a beat-and-raise quarter this past July. Based on the improved outlook, the vastly improved technical backdrop, and improved technicals, we added the company to the Best Ideas Newsletter and Dividend Growth Newsletter portfolios. We also think Gilead has largely … Read more

Dividend Increases/Decreases for the Week Ending September 1

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Below we provide a list of firms that raised/lowered their dividends during the week ending September 1. 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 Andeavor (ANDV): now $0.59 per share quarterly dividend, was $0.55. Atlantica Yield (ABY): now $0.26 per share quarterly dividend, was $0.25. Bank of America (BAC): now $0.12 per share quarterly dividend, was $0.075. Bank of Hawaii (BOH): now $0.52 per share quarterly dividend, was $0.50. Bank of Nova Scotia (BNS): now CAD 0.79 per share quarterly dividend, was CAD 0.76. Canadian Western Bank (CBWBF): now $0.24 … Read more