Member LoginDividend CushionValue Trap
|
Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for
any changes.
Latest
Valuentum Commentary
Dec 11, 2017
Video: Nelson's Active Management Theorem, Poker and "High Society," Inertia and the Value-Growth Conundrum
President of Investment Research Brian Nelson details his simple new theorem of the stock market that may change everything you believe. Nelson explains using poker as an example, and he goes on to caution about the concept of inertia, and how investing has somehow transformed into a "game" -- if investors truly believe there are 'value' and 'growth' stocks. A must-watch intrigue. Running time: ~11 minutes. Dec 2, 2017
Nobel Prize-Winning Economist Robert Shiller On Indexing
Video: Robert Shiller on what worries him about passive investing -- from CNBC. Sep 8, 2017
The Wisdom of Oaktree's Howard Marks
Image Source: emmolos. The latest memo from Oaktree's Howard Marks here should be read and then read again. The section on passive investing is an absolute treasure. "Passive investing is done in vehicles that make no judgments about the soundness of companies and the fairness of prices. More than $1 billion is flowing daily to “passive managers” (there’s an oxymoron for you) who buy regardless of price. I’ve always viewed index funds as “freeloaders” who make use of the consensus decisions of active investors for free. How comfortable can investors be these days, now that fewer and fewer active decisions are being made?" -- Howard Marks, Oaktree Capital Sep 7, 2017
Adviser Fees on Indexed Assets Can Eat Up Your Nest Egg?
Indexing sounds like an easy way to track the market's performance, but if your indexed assets are held in financial advisors' accounts, it can come with a big cost: significant underperformance. Over 20 years, we estimate in this hypothetical example that the cumulative cost as a result of a 1% annual financial advisor fee on indexed assets can amount to as much as 66% of a saver's initial investment -- just for holding an index fund. Please be careful out there! Jul 14, 2017
Systemic Risk in These Frothy Times
Image shown: Nelson's Syllogism of the Stock Market. Let’s talk about index investing, market valuations, and mention how a few ideas in the portfolio of the Best Ideas Newsletter are doing. Apr 1, 2017
First Quarter 2017 Comes To A Close
“Be sure to continue to study the difference between price and value—just because a stock’s price has advanced doesn’t make it more expensive if the value of its enterprise has increased at a faster rate. If you understand this concept, you may be smarter than 99.9% of the investing population.” – Brian Nelson, CFA Dec 10, 2016
Image: Returns Following the Trump Victory
The stock market is at all-time highs…again. Optimism about what the Trump administration might bring is the main driver, and many are pointing to reduced corporate taxes, translating to higher dividend payments, as reasons to be even more optimistic. Nov 10, 2016
Assessing Reactions to Trump’s Victory
Image Source: Gage Skidmore. Donald Trump will be the 45th President of the United States of America. Let’s dig into some of the reactions across the market. We’re keeping our cool. Aug 15, 2016
Pop the Bubbly? Everyone Is Getting Rich
Image Source: Bryan Rosengrant. Federal Reserve policy and negative interest rate policy across the globe mean hurdle rates on new projects and investments are approaching zero. As “acceptable” returns fall, asset prices are being bid up to nosebleed levels. Everyone is getting rich, but what will the fallout be? Apr 21, 2016
The Market – On Its Head
Let’s discuss what’s been working and what’s not been working in today’s market. 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
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.
|
