Valuentum Exclusive Analysis for the Discerning Investor

Catching the Bottom?
Image shown: The depths of how far the S&P 500 (SPY) has fallen more recently, and the timing of the decision to move to being "fully invested" in simulated Best Ideas Newsletter portfolio and simulated Dividend Growth Newsletter portfolio. No Changes to Simulated Newsletter portfolios. This article was sent to members via email January 9.

Jan 4, 2019

Markets Up Big; Upside Volatility
Image shown: The S&P 500 ETF (SPY) since August 2017. The index has broken through support and is now bouncing back to resistance.

Dec 31, 2018

Valuentum Stock Screeners
Brian Nelson provides members with an update on Valuentum's stock screeners and the significant number of forward-looking data we provide. This article was sent to members via email December 29.

Dec 20, 2018

Market Mayhem -- Alerts for Members
Dear members -- we released a number of emails today. Please read and let us know if you have any questions. We're here for you.

Nov 20, 2018

Retail Margins Weighed Down by Labor, Transportation Costs
Image Source: Mike Mozart. Selling pressure across retail came after several notable operators reported earnings November 20. Let’s take a look at what is driving investor reaction within the space.

Oct 10, 2018

In the News: Sears Nears Bankruptcy, Luxury Apparel Weakens, Fastenal Reports, and Financial Tech Stocks Take Hit
In what was a long-time coming, Sears looks to finally be succumbing to the pressures of the brick-and-mortar retailing business. It won’t be the last big-name retailer to fail, and it certainly wasn’t the first. Luxury stocks are reeling as a result of worries in China. Financial tech stocks gave back a fraction of their huge gains more recently, as investors size up credit risk at this stage of the economic cycle. We continue to believe financial tech is the place to be, however, with PayPal and Visa as two of our top considerations.

Sep 5, 2018

There Is Milk At The Store
"Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning." -- Winston Churchill

Aug 6, 2018

Valuentum’s Weighted Average Cost of Capital (WACC) Distribution
The weighted average cost of capital is one of the most subjective measures in corporate finance, but it is also one of the most important ones.

May 30, 2018

Study: Valuentum's Best Ideas Newsletter Portfolio
"Though we largely achieved the Best Ideas Newsletter portfolio’s goals in advancing the newsletter portfolio each publication year (ends December 15) and achieving relative outperformance and risk-adjusted superiority to the benchmark, we may have done even better had our equity allocation been full during the measurement period." -- Brian Nelson, CFA

May 17, 2018

Has Macy’s Found Its Winning Formula? J.C. Penney Might Be a $0
Shares of Macy’s surged following its fiscal first quarter report May 16 as the department store beat estimates and raised its full-year guidance. That said, we continue to be cautious on the long-term prospects of big box retailers and the department stores, in particular. You won’t see us adding any department store to the simulated newsletter portfolios. J.C. Penney might be a $0 during the next downturn, whenever that comes.

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Valuentum Exclusive Analysis for the Discerning Investor