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Valuentum Commentary
May 12, 2015
Turnaround Plan at McDonald's Does Not Fly With Franchisees
The answer to the troubles at McDonald's may not rest with this iteration of its turnaround plan. We think the best time to own McDonald's equity has passed. Feb 20, 2015
10 Bucks per Hour; What It Really Means
Succumbing to political and labor pressure, Walmart sets frightening path of labor costs. Feb 8, 2015
Dividend Increases/Decreases for the Week Ending February 6
Let's take a look at dividend increases/decreases for the week ending February 6. Oct 22, 2014
McDonald’s Third Quarter Performance Very Ugly; Even Worse Than Yum! Brands’
McDonald’s is being hit by a perfect storm of negative catalysts, and it may get worse before it gets better. Yum Brands will fall short of achieving previously-announced earnings per share goals. Jul 22, 2014
Holy Guacamole! McDonald’s Wishing It Had Kept Chipotle
Let’s examine the quarterly results from McDonald’s and former subsidiary Chipotle. Jul 22, 2014
Yum! Brands, McDonald’s: ‘Big Trouble in Little China’
Yum! Brands and McDonald’s are again at the center of bad press. Their sourcing of meat in China has come under significant scrutiny following a gruesome report (link to video in article). Jun 22, 2014
Valuentum Economic Castle™ Rating Update
Members should expect the initial Economic Castle™ ratings. Apr 21, 2014
Restaurant Industry Update
Let’s take a look at some key developments in the restaurant space. Mar 17, 2014
“I’d rather lose half of my clients than lose half of my clients’ money.”
Let’s talk a little more about perspective. Feb 7, 2014
Dividend Increases/Decreases for the Week Ending February 7
Let's take a look at dividend increases/decreases for the week ending February 7. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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