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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for
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Dec 20, 2016
Valuentum’s Dividend Growth Portfolio Retirement Model
Let’s walk through how to use the Valuentum Dividend Growth Portfolio Retirement Model. Dec 2, 2016
Tough Month – My Goodness
“After the ‘Trump rally,’ a sobering correction could be coming to the markets, but we didn’t generate a near-12% compound annual return since inception in a dividend growth setting by chasing fads or ups and downs.” – Brian Nelson, CFA 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. Nov 8, 2016
Podcast: REITs, Interest Rates and Beyond!
The Valuentum analyst team talks REITs and the reasons why REIT investors should pay close attention to changes in Treasury rates. Various secular themes across the data center, healthcare, office, and mall REITs are discussed, and an explanation for the sector's systematically poor raw, unadjusted Dividend Cushion ratios is covered. ~8 mins. Nov 2, 2016
Top-Rated OHI: Not Adding It But Why?
Image Source: Omega. "In my opinion, a golf club is only as good as the player that uses it, and in a similar light, a financial model or a rating system is only as good as the user that applies it." -- Brian Nelson, CFA Nov 1, 2016
Dividend Aristocrat No More: HCP Cuts Its Payout
Image Source: HCP. Former Dividend Growth Newsletter portfolio holding HCP recently was forced to cut its dividend as a result of the spin-off of its beleaguered HCR ManorCare portfolio. We told you it would. That’s exactly why we removed it from the Dividend Growth Newsletter portfolio in February 2016. Oct 21, 2016
Valuentum Weekly Web Commentary
Let’s take a look at some of the Valuentum Team’s commentary from the past week. 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? Jul 31, 2016
Realty Income Does It Again!
Image Source: Realty Income. Realty Income reported solid operating results for the second quarter of 2016, boosted its annual acquisition guidance, and increased its monthly payout yet again. Jul 12, 2016
Best Idea Kinder Morgan Working To Solve Debt Problem
Image Source: Benson Kua. Kinder Morgan is on its way to righting its debt problems, and we love it! 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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