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Latest
Valuentum Commentary
Oct 28, 2016
Podcast: Markets In Motion
The Valuentum analyst team covers market moving information that is top of mind from consumer staples valuations, the political election cycle, utility valuations, energy resource pricing, biotech considerations, Brexit uncertainty and beyond. ~8 minutes. Oct 26, 2016
EVERYTHING DIVIDENDS + 3 TOP IDEAS
The Valuentum analyst team explains the difference between the adjusted Dividend Cushion ratio and its unadjusted counterpart. The success of the Dividend Growth Newsletter portfolio is covered, and Valuentum's top 3 dividend growth ideas are unveiled. ~13 minutes. Oct 23, 2016
Podcast: FALLACY of Index Funds!
The Valuentum Analyst team digs deep into the logical fallacy that paved the way for index funds, and the very real risks investors take while driving with their hands off the wheel looking only through the rear-view mirror. Sep 27, 2016
General Mills a Reminder of the Dividend Growth Bubble
Recent developments surrounding consumer staples giant General Mills have reminded us that it is important to keep perspective in today’s market. 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? Aug 3, 2016
A Kleenex? Consumer Staples Trading At Nosebleed Levels
Image Source: Alan Levine. The latest reading on the forward price-to-earnings ratio of S&P 500 companies is 17 (July 29, 2016), above its 5-year and 10-year averages, while the forward price-to-earnings ratio of the consumer staples sector is even “frothier” at nearly 21 times – yes, that’s the forward 12 month price-to-earnings ratio, which assumes bottom-line growth. Jul 26, 2016
Nelson’s Warning to the Board Rooms of America
Image Source: Robert Lyle Bolton. “In some ways, a cash dividend is like paying shareholders with their own money, and making a big deal about it!” – Brian Nelson, CFA Jun 15, 2016
5 Years Strong!
Image Source: Andy Maguire. So much to say... let's talk. 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. Apr 20, 2016
Alerts: Adding More High-Quality Exposure
We're making a few changes to the newsletter portfolios as the market continues to surge higher. 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
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and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.
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