Valuentum Exclusive Analysis for the Discerning Investor

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Apr 26, 2024

Dividend Increases/Decreases for the Week of April 26
Let's take a look at firms raising/lowering their dividends this week.

Apr 28, 2023

Dividend Increases/Decreases for the Week of April 28
Let's take a look at firms raising/lowering their dividends this week.

Aug 19, 2022

Nelson: The 16 Most Important Steps To Understand The Stock Market
Image Source: Tim Green. We outline the '16 Most Important Steps to Understand the Stock Market.' We think it's important to take a read of these key stock market tenets when things are going great -- and perhaps even more important when things aren't going your way. This continues to be a working document.

Apr 29, 2022

Dividend Increases/Decreases for the Week April 29
Let's take a look at companies that raised/lowered their dividend this week.

Apr 30, 2021

Dividend Increases/Decreases for the Week April 30
Let's take a look at companies that raised/lowered their dividend this week.

Feb 8, 2021

Stock Market Outlook for 2021
2020 was one from the history books and a year that will live on in infamy. That said, we are excited for the future as global health authorities are steadily putting an end to the public health crisis created by COVID-19, aided by the quick discovery of safe and viable vaccines. Tech, fintech, and payment processing firms were all big winners in 2020, and we expect that to continue being the case in 2021. Digital advertising, cloud-computing, and e-commerce activities are set to continue dominating their respective fields. Cybersecurity demand is moving higher and the constant threats posed by both governments (usually nations that are hostile to Western interests) and non-state actors highlights how crucial these services are. Retailers with omni-channel selling capabilities are well-positioned to ride the global economic recovery upwards. Green energy firms will continue to grow at a brisk pace in 2021, though the oil & gas industry appears ready for a comeback. The adoption of 5G wireless technologies and smartphones will create immense growth opportunities for smartphone makers, semiconductor players and telecommunications giants. Video streaming services have become ubiquitous over the past decade with room to continue growing as households “cut the cord” and instead opt for several video streaming packages. We’re not too big of fans of old industrial names given their capital-intensive nature relative to capital-light technology or fintech, but there are select names that have appeal. Cryptocurrencies have taken the market by storm as we turn the calendar into 2021, but the traditional banking system remains healthy enough to withstand another shock should it be on the horizon. Our fair value estimate of the S&P 500 remains $3,530-$3,920, but we may still be on a roller coaster ride for the year. Here’s to a great 2021!

Oct 23, 2020

Dividend Increases/Decreases for the Week October 23
Let's take a look at companies that raised/lowered their dividend this week.

Apr 26, 2019

Dividend Increases/Decreases for the Week Ending April 26
Let's take a look at companies that raised/lowered their dividend this week.

Jun 5, 2018

Evercore Partners (EVR) - Fair Value Estimate: ~$130 Per Share; Dividend Cushion Ratio: 4.9
Image shown: The share-price performance of Evercore Partners since July 2017.Evercore’s financial performance in recent years has been impressive as its net revenues have grown at an 18% CAGR since 2011, adjusted earnings per share have advanced at a 22% CAGR, and operating margins have expanded by more than 6 percentage points. The company is working to sustain operating margins of 25%+ in solid M&A markets, which it anticipates will continue in the near term. We currently value shares at ~$130 each. Evercore currently registers an impressive Dividend Cushion ratio of 4.9. Shares yield ~1.8%.

Apr 27, 2018

Dividend Increases/Decreases for the Week Ending April 27
Let's take a look at companies that raised/lowered their dividend this week.