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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for
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Valuentum Commentary
Jun 13, 2025
Dividend Increases/Decreases for the Week of June 13
Let's take a look at firms raising/lowering their dividends this week. May 6, 2025
Magnificent 7 Earnings Reports Not Bad Thus Far
Shortly after Trump's Liberation Day, where the President unveiled lofty tariffs on numerous countries, we released our wait-and-see outlook for the equity markets, which thus far has proven to be the right move, with the markets largely recovering from the depths reached in April. The S&P 500, for example, is down just 3.3% year-to-date, excluding dividends. A lot has happened since Liberation Day, including easing of tariffs to a 10% baseline for most, if not all, countries, with the key exception of China, where tariffs remain extremely elevated and prohibitive. Many countries are now reportedly negotiating trade agreements with the White House, and we expect China to be added to that list soon, even if a full US/China trade agreement won't be completed in the near term, as full-scale trade deals take time to mold. Thus far, we have been impressed by earnings this season, particularly by the Magnificent 7. Apr 4, 2025
Trump Tariffs Higher than Expected; What We're Doing
The Trump tariff increases came in larger than what we were expecting, and it remains to be seen how they will flow through the global economy, as we monitor potential retaliatory tariffs from other countries. As it relates to the equity markets, we’re taking a wait and see approach at the moment as we monitor new policy changes related to trade, immigration, fiscal (tax), and regulations. In short, we’re not overreacting to the sell off as we won’t have a great handle on the tariff impact to companies for a few quarters when they report results post-tariff increases. That said, we’re expecting continued market volatility, with meaningful risk to the downside, before trade uncertainty alleviates in the coming months. Sep 5, 2024
Casey’s General Stores Is Executing Well
Image: Shares of Casey’s General Stores have done quite well since the beginning of 2022. Looking to fiscal 2025, Casey’s continues to expect EBITDA to advance at least 8%, with inside same-store sales to increase 3%-5% and inside gross margin comparable to fiscal 2024. Same-store fuel gallons sold are expected to be between negative 1% and positive 1%. We liked Casey’s fiscal first quarter results, and while the name doesn’t make the cut for any newsletter portfolio, it’s one that we are watching closely. Aug 9, 2024
Paper: Value and Momentum Within Stocks, Too
Abstract: This paper strives to advance the field of finance in four ways: 1) it extends the theory of the “The Arithmetic of Active Management” to the investor level; 2) it addresses certain data problems of factor-based methods, namely with respect to value and book-to-market ratios, while introducing price-to-fair-value ratios in a factor-based approach; 3) it may lay the foundation for academic literature regarding the Valuentum, the value-timing, and ultra-momentum factors; and 4) it walks through the potential relative outperformance that may be harvested at the intersection of relevant, unique and compensated factors within individual stocks. Jul 7, 2024
Latest Report Updates
Check out the latest report updates on the website. Jun 14, 2024
Dividend Increases/Decreases for the Week of June 14
Let's take a look at firms raising/lowering their dividends this week. Jun 10, 2024
Update: Frequently Asked Questions About Valuentum Securities, Inc.
Valuentum (val∙u∙n∙tum) [val-yoo-en-tuh-m] Securities Inc. is an independent investment research publisher, offering premium equity reports and dividend reports, as well as commentary across all sectors/companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools/products, and more. Independence and integrity remain our core, and we strive to be a champion of the investor. Valuentum is based in the Chicagoland area. Valuentum is not a money manager, broker, or financial advisor. Valuentum is a publisher of financial information. We address a number of questions from both subscribers and visitors to our site. Feb 17, 2024
Latest Report Updates
Check out the latest report updates on the website. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on
this website are for information purposes only and should not be considered a solicitation to buy or sell any
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accuracy, completeness or interpretation cannot be guaranteed. Valuentum is not responsible for any errors or
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and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.
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Image Source: TradingView. Looking to fiscal 2026, Casey’s expects EBITDA to increase 10%-12% and inside same-store sales to increase 2%-5% on an inside margin of approximately 41%. The company expects to open at least 80 stores in fiscal 2026, through a mix of M&A and new store construction, bringing the three-year strategic plan period total to approximately 500 stores. We like Casey’s, but shares aren’t cheap enough for us to bite.