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Latest
Valuentum Commentary
Mar 6, 2019
Dividend Growth Portfolio Alert: Adding KMI, Removing HAS!
We see as much as 20%+ upside in Kinder Morgan's shares, and separately, we think its dividend is poised for growth in the coming years. We're swapping out a huge winner in Hasbro to make room. How exciting! Changes to Dividend Growth Newsletter portfolio. Feb 22, 2019
Kraft-Heinz Blows Up, More Updates!
Image shown: The rating history of Kraft-Heinz (KHC). Valuentum members were warned in advance of this pricey equity in 2016/2017, and the VBI rating never advanced past 5 since then after registering a 1, the worst rating, on two separate occasions. Feb 14, 2019
Changes to the Newsletter Portfolios (Best Ideas & Dividend Growth)
Image shown: In our December 26 note to members, we moved the simulated Best Ideas Newsletter and simulated Dividend Growth Newsletter portfolio to "fully invested" from a cash "allocation" of 30% and 20%, respectively at the high end of the range. It has worked out wonderfully as we keep our finger on the put option trigger in case price-agnostic trading and heightened volatility rears its ugly ahead again, as it did in December 2018. Feb 6, 2019
Questions Answered!
Image shown: The S&P 500 (SPY) performance and the timing of when we went to "fully invested" in the simulated newsletter portfolios, the Best Ideas Newsletter and Dividend Growth Newsletter. No changes to simulated newsletter portfolios. Jan 30, 2019
Facebook +10% After Hours; How 'Bout That VBI Rating!
No changes to simulated newsletter portfolios. Jan 30, 2019
A Great Couple Months! Apple Pops!
Image shown: The markets continue to rally significantly since the near-term bottom in December. No changes to simulated newsletter portfolios. Jan 29, 2019
Today's Recorded Website Walk Through
No changes to simulated newsletter portfolios. Jan 24, 2019
Xilinx Rides Momentum to Impressive Free Cash Flow Generation
Image Source: Xilinx Analyst Day presentation. Recent addition to the simulated Dividend Growth Newsletter portfolio Xilinx continues to impress with its robust free cash flow generating capacity, and the company is taking advantage of momentum in key end markets as its top-line growth has been nothing short of impressive. Jan 23, 2019
Consider Selling Discipline = Systematic, Forward-looking, Repeatable
Image shown: An illustration of Valuentum's call on Kinder Morgan during 2015. You can read about this in more detail in the Preface of Value Trap: Theory of Universal Valuation. For a consider-selling discipline to be successful, it must be systematic, forward-looking and repeatable. The Valuentum process worked equally well with General Electric during 2017 (image later in note). No changes to simulated newsletter portfolios. Jan 20, 2019
Conference Call Coming Soon, Catch Up This Weekend
Image shown: The markets continue to rally significantly since the near-term bottom in December. Here's the email we sent to members December 26. No changes to simulated Best Ideas Newsletter portfolio and simulated Dividend Growth Newsletter portfolio (contact us if you missed the latest notification regarding the simulated High Yield Dividend Newsletter portfolio). 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.
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