Member Articles

The “Hierarchy” of Valuentum Idea Generation

by

Let’s talk about this hierarchy of idea generation in this note. —  A version of this article was sent to members previously. New content has been added.  — Note: We continue to work to optimize the signal-to-noise ratio in our work, and we are evaluating expanding our update cycle to half-year periods to better bolster the signaling aspects of the Valuentum Buying Index (VBI). In our widely-read case study (see here), the VBI showed its ability to rank equity returns over a forward 12-month period, and we think a migration to less-frequent updating may make the most sense to better capture the forward-looking dynamics of the system. We think this will help weed out false breakouts and other noise that could be harmful. You shouldn’t think of … Read more

Valuentum Exclusive Yearly Round Up

by

Select the following link to access the Annual Exclusive Call. Select HERE to Access the Exclusive Call Recording ———- Transcript Provided Below. President of Investment Research Brian Nelson: Ladies and Gentlemen, Thank you for your attendance. Today marks three years since we first launched the Exclusive publication. The Exclusive is our premiere offering for sophisticated investors and builds upon our successes of the past, not only in establishing one of the first methodologies that successfully blends enterprise valuation with behavioral valuation and technical and momentum indicators, but also in making such a process available to individuals, financial advisors and institutional investors in full transparency. The Exclusive publication is in many ways an extension of the strong performance of both the … Read more

Dividend Increases/Decreases for the Week Ending February 7

by

Below we provide a list of firms that raised their dividends during the week ending February 7. 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 3M (MMM): now $1.47 per share quarterly dividend, was $1.44. Activision Blizzard (ATVI): now $0.41 per share annual dividend, was $0.37. Aflac (AFL): now $0.28 per share quarterly dividend, was $0.27. Allegion (ALLE): now $0.32 per share quarterly dividend, was $0.27. Amdocs (DOX): now $0.3275 per share quarterly dividend, was $0.2850. Angel Oak Financial Strategies Income Term (FINS): now $0.1112 per share monthly dividend, was $0.1097. … Read more

Dividend Increases/Decreases for the Week Ending March 20

by

Below we provide a list of firms that raised their dividends during the week ending March 20. 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 ALPS ETF Trust – ALPS Sector Dividend Dogs ETF (SDOG): now $0.4614 per share quarterly dividend, was $0.4196. ALPS ETF Trust – ALPS Equal Sector Weight ETF (EQL): now $0.6360 per share quarterly dividend, was $0.4789. ALPS ETF Trust – Cohen & Steers Global Realty Majors ETF (RDOG): now $0.6844 per share quarterly dividend, was $0.5113. Alpine Income Property Trust, Inc. (PINE): now $0.20 per share … Read more

Dividend Increases/Decreases for the Week Ending June 19

by

Below we provide a list of firms that raised their dividends during the week ending June 19. 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 CBA Florida (CBAI): now $0.0062 per share liquidating distribution. Dividend 15 Split Corp IIA (DVDDF): now CAD 0.10 per share monthly dividend, was suspended. Dividend Select 15 (DVVDF): now CAD 0.0496 per share monthly dividend, was CAD 0.0489. Financial 15 Split Corp (FNNCF): now CAD 0.04583 per share monthly dividend, was CAD 0.0458. Franklin Limited Duration Income Trust (FTF): now $0.0736 per share monthly dividend, was … Read more

Our Thoughts on the Widespread Launch of 5G Services

by

Image Shown: The evolution of wireless networks and telecommunications technology over the years. Image Source: Intel Corporation – November 2019 State of 5G Presentation  By Callum Turcan The rollout of 5G telecommunication networks is upon us and we want to draw our members’ attention to some of the key companies with meaningful exposure to this space. Many are excited about what opportunities 5G technology could enable. Background On July 23, AT&T Inc (T) announced its 5G network in the US was operational nationwide and that effective August 7, both consumers and businesses with certain packages would have 5G access “at no additional cost” which included customers with AT&T Unlimited Starter, Extra, Elite, AT&T Business Unlimited Web-Only and Starter wireless plans. … Read more

Dividend Increases/Decreases for the Week December 11

by

Below we provide a list of firms that raised their dividends during the week ending December 11. 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 Abbott Laboratories (ABT): now $0.45 per share quarterly dividend, was $0.36. Abitibi Royalties (ATBYF): now CAD 0.015 per share monthly dividend, was CAD 0.013. AES (AES): now $0.1505 per share quarterly dividend, was $0.1433. Albany (AIN): now $0.20 per share quarterly dividend, was $0.19. Alexandria Real Estate Equities (ARE): now $1.09 per share quarterly dividend, was $1.06. Alico (ALCO): now $0.18 per share quarterly dividend, was … Read more

Alphabet (Google) and Amazon Continue to Power Ahead

by

Image Shown: Shares of Alphabet Inc Class C surged higher in after-hours trading on February 2 after the digital advertising giant reported a stellar fourth-quarter 2020 earnings report. We continue to be big fans of the name and include shares of GOOG as a top-weighting holding in the Best Ideas Newsletter portfolio. By Callum Turcan On February 2, both Alphabet Inc (GOOG) (GOOGL) and Amazon Inc (AMZN) surprised the market to the upside, but not us. We’ve been huge fans of large cap growth, big cap tech, and the NASDAQ for some time now. In this note, we cover Alphabet’s earnings report. The company is one of our favorite tech giants and a holding in the Best Ideas Newsletter portfolio. … Read more

Microsoft Churns Out Gobs of Free Cash Flow

by

Image Shown: An overview of Microsoft Corporation’s performance last fiscal quarter. Image Source: Microsoft Corporation – Third Quarter of Fiscal 2021 IR PowerPoint Presentation By Callum Turcan On April 27, Microsoft Corporation (MSFT) reported third quarter fiscal 2021 earnings (period ended March 31, 2021) that smashed past both consensus top- and bottom-line estimates. Revenue growth came in strong across the board. Its cloud computing Azure segment posted 50% revenue growth, its business-facing Dynamics 365 segment posted 45% revenue growth, and its consumer-facing Xbox content and services segment posted 34% revenue growth on a year-over-year basis last fiscal quarter. Though not a large part of its business, Microsoft’s digital advertising revenues also grew nicely in the fiscal third quarter. Foreign currency … Read more