Valuentum Exclusive Analysis for the Discerning Investor

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Apr 20, 2016

Did You Know: Coca-Cola Is Shrinking; Intel Is Growing?
We think Coca-Cola’s valuation is about as absurd as it gets, while Intel continues to get a bad rap from onlookers believing it’s going the way of the dodo bird. Coca-Cola’s revenue shrunk 4% in the first quarter, while Intel’s leapt 7%.

Jan 28, 2016

The Bounce in Energy and Potash’s “Surprising” Dividend Cut
Shares of energy resource related equities are bouncing on “unfounded” hopes of production discipline by two of the world’s largest oil producers, but that’s not all that’s crossing the wires today. Let’s cover some ground.

Jan 24, 2016

General Electric’s Results Remain “Messy”
General Electric will soon be a fraction of its former self, and while we like the refocus, its portfolio transformation has muddied its financials to an unprecedented degree.

Jan 20, 2016

Breaking: Markets in Free Fall
Here we go again…

Jan 12, 2016

ICYMI: 5 Concerns About Impending Rate Hikes
The contractionary monetary policy in the US has begun. What to focus on…

Jan 7, 2016

The Markets Swoon Again
“I’d rather lose all of our subscribers than all of our subscribers’ money.” – Brian Nelson, CFA

Jan 5, 2016

Seeking to De-risk the Newsletter Portfolios
The conditions are ripe for some newsletter portfolio realignment. Saying good-bye to two underperformers.

Sep 25, 2015

Janet Yellen, the Positive GDP Revision, and Nike’s Swoosh
Finally, there’s some good news, but nothing that could change the stormy overall picture.

Sep 18, 2015

The Fed Freezes; Outlook as Bad as Feared or Worse?
The global economy may be far worse than even some pessimists believe, as the need for a continued ZIRP (zero interest-rate policy) remains the Fed’s tactic, at least for now.

Sep 15, 2015

As the World Turns
We’re keeping our eyes on a number of things. First, we’re monitoring property prices in Shanghai and in other larger Chinese cities to assess the potential calamity that falling housing prices and deflation would have on the country’s banking sector and the likelihood of contagion via the British banks, HSBC and Standard Chartered, and the US ones, namely Citigroup and JP Morgan. Second, we’re watching the price of crude oil closely, as its fall will have huge implications on the earnings trajectory of companies that benefit (airlines, restaurants) as well as the ones that suffer (upstream and energy services). The net effect of falling crude oil prices has thus far been negative for S&P 500 earnings, but this may change as the energy sector becomes an ever-smaller part of index construction. Third, who can forget about the Fed, the expected duration of any tightening monetary cycle, and the resulting implications on dividend-paying stocks as Treasury yields rise?