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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Latest Valuentum Commentary

Sep 26, 2019
Nike Posts a Solid Quarter and Issues Strong Guidance
Image Shown: Shares of Nike Inc pop on September 25 after reporting a strong first quarter for fiscal 2020 and issuing favorable guidance for the full fiscal year.Nike reported earnings for the first quarter of its fiscal 2020 (ended August 31) on September 24 and investors clearly liked what they saw. The firm has been performing quite well given foreign currency headwinds and the ongoing US-China trade war, and it’s clear that hasn’t undermined core demand for its popular sportswear and equipment products. We are still staying on the sidelines given how shares of NKE are richly valued, in our view.
Aug 19, 2019
No Recession At Walmart; Estee Lauder Not Cheap
Image Source: Mike Mozart. Walmart’s results were quite reassuring regarding the health of the economy. There are also pockets of significant strength, with prestige beauty being catapulted by a “selfie generation.”
Jul 23, 2019
Roaring 20s? -- Consumer Staples Valuations Stretched
Image Source: Alan Levine. Strong outlooks for Kimberly-Clark, United Technologies, Hexcel and Lockheed Martin point to an economy that is still gaining momentum. We caution investors of consumer staples stocks, however, with many equities holding large net debt positions, and the sector trading at almost 20 times forward earnings. Learn about the difference between the Best Ideas Newsletter portfolio and the Exclusive publication and much more in this note.
May 31, 2019
Mall Retail Armageddon?
We think investors should be extremely cautious if they are interested in any mall retailers. Mall REITs are starting to feel some of the pain, too.
May 14, 2019
Markets Swooning, Expect Extreme Volatility, Finger on Put-Option Trigger
Image shown: We notified members December 26 that we had moved  the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio to a "fully invested" position, from a 30% and 20% cash "weighting" at the high end of the range, respectively.
May 2, 2019
Mortgage REITs Floundering, More Reports
In alphabetical order by company name: NLY, CAKE, CLX, CVS, EL, PBI, PSA, QCOM, O, SMG.
Apr 9, 2019
Top Research and Ideas You May Have Missed
Is Quant Value Giving Intrinsic Value Investors a Bad Name? Surely, you don't believe Warren Buffett's "style" is out of favor?
Apr 3, 2019
Facebook’s Huge New Opportunity in Instagram Checkout, Reiterating Fair Value Estimate ~$230
Image Source: Facebook's InstagramWe continue to like Facebook, and we’re huge fans of Instagram Checkout. Many may not know it yet, but Instagram Checkout may mark the beginning of retailers’ websites becoming obsolete. The sell-off last summer in Facebook was a big gift for those that stuck with our thesis.
Mar 29, 2019
ATTN: Advisors and Planners -- Disruption Is Looming
"With the commoditization of investment advice and intense competition from robos and other more cost-efficient solutions, growth-minded advisors want to create bespoke experiences for clients." -- WealthManagement.com
Mar 29, 2019
8 Announcements and Top Research You May Have Missed
8 Announcements. This article was sent to members via email March 27.


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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 security. The sources of the data used on this website are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. Valuentum is not responsible for any errors or omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a registered investment advisor and does not offer brokerage or investment banking services. Valuentum, its employees, and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.