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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Latest Valuentum Commentary

Sep 23, 2019
Empirical Support for Porter’s “Gospel,” Plus Comments on the “Head Fake” Rotation
“Let’s be very clear: There is strong empirical quantitative evidence that the price-to-fair value equation (“factor”) is predictive of returns, which is what matters for value investors, and in Morningstar’s case, the moat assessment is just part of that overarching conclusion (fair value estimate). Researchers continue to attack the moat “factor” on grounds that don’t make any sense, in my view, and are cherry-picking parameters to assess value investing.” – Brian Nelson, CFA
Aug 7, 2019
Join the Conversation on the Market Plunge
The Valuentum team shares its thoughts on the recent surge in volatility and collapse in interest rates amid a trade and currency war between two of the largest economies in the world, the US and China.
Jul 26, 2019
Dividend Increases/Decreases for the Week Ending July 26
Let's take a look at companies that raised/lowered their dividend this week.
Jul 19, 2019
In the News: Second-Quarter Earnings Season Marches On
We like what we saw out of a few industrial names, including Honeywell, Danaher and Dover. We thought Taiwan Semi’s report was okay, and Philip Morris continues to navigate declining cigarette volumes. We include our thoughts on some of the mid-size banks.
Jul 17, 2019
Wells Fargo Showing Damage from Scandals
Image Source: Mike Mozart. Wells might be leaking core deposits as compared to peers and paying up for interest earning deposits.
Jun 4, 2019
Excerpt: Big Six Banks as a Yield Play?
An article excerpt from our monthly High Yield Dividend Newsletter. Order the High Yield Dividend Newsletter here.
May 14, 2019
Markets Swooning, Expect Extreme Volatility, Finger on Put-Option Trigger
Image shown: We notified members December 26 that we had moved  the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio to a "fully invested" position, from a 30% and 20% cash "weighting" at the high end of the range, respectively.
Apr 20, 2019
Taking a Fresh Look at Goldman Sachs
Image Source: Goldman Sachs 1Q19 Earnings Slides. After taking a fresh look at our valuation assumptions in the context that Goldman hasn’t really proven that it can earn above the cost of capital through the economic cycle, we have lowered our fair value estimate to $200 per share.
Apr 18, 2019
Raising Our Fair Value Estimate for Bank of America
Image shown: Valuentum's fair value estimates for its banks and money center coverage. We've raised our fair value estimate of Bank of America.The only thing not to like with Bank of America is that banks are cyclical and the economy is overdue for a downturn. Everything else is going right at Bank of America. We have raised our fair value estimate for Bank of America to $35 per share.
Apr 16, 2019
Wells Fargo’s Net Interest Income Guidance Disappoints
Wells has a solid franchise, which we expect to bounce back once these troubles are squarely in the rear-view mirror, but the timing and magnitude of decline and then ultimate improvement are anyone’s guess at this tender stage of regulatory reproach and perspective client disillusionment. Our fair value estimate remains $52 per share.


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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.