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Valuentum Commentary
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 2, 2016
Valuentum's Nelson on Yum China Split
Image Source: CNBC Asia. President of Investment Research at Valuentum Brian Nelson talks Yum China (YUMC) on CNBC Asia. ~2 minutes. Oct 30, 2016
Valuentum Weekly Web Commentary
Let’s take a look at some of the Valuentum Team’s commentary from the past week. Oct 26, 2016
Earnings Insight -- Apple
Let’s cover some ground on Apple’s calendar third-quarter report, its fiscal fourth-quarter release. 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 18, 2016
Little Progress Seen in Iron Ore Market Balancing
Image Source: Peter Craven. Not much has changed in our view of the iron ore market and the players within. We continue to believe the rally in prices in early 2016 does not represent a sustainable outlook for the metal. May 18, 2016
Soros, Icahn, Nelson Hedge for Market Fall
Pictured: George Soros; source: Heinrich-Böll-Stiftung. Three investors are betting that the broad equity market will fall…and soon. May 4, 2016
China
Image Source: Mike Behnken. Everyone is talking about China. May 3, 2016
A Letter from the President
“We’re Valuentum, not value – and that’s all the difference in the world.” – Brian Nelson, CFA Apr 27, 2016
Apple: Nowhere To Run, Nowhere To Hide
The iPhone giant disappoints. 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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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
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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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