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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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Valuentum Commentary
Oct 23, 2017
Earnings Roundup: Unilever, Procter & Gamble, Kimberly-Clark
We love the business models of consumer staples, but recent fundamental performance hasn’t been great, and valuations are a bit stretched. Unilever is blaming natural disasters in the US for its underlying sales growth shortfalls, Procter & Gamble has to deliver now that it defeated Nelson Peltz, and Kimberly-Clark’s meager top-line expansion may not support its valuation. A good business does not always make a good stock. Oct 1, 2017
Dividend Increases for the Week Ending September 29
Let's take a look at companies raising/lowering their dividends this week. Jun 16, 2017
Amazon To Buy Whole Foods: Not Creative Destruction, Just Destruction
Image Source: Mike Mozart. Amazon announced plans to buy Whole Foods. We’re viewing the news as affirmation of our decision to stay largely away from retail exposure in the newsletter portfolios. We think a bidding war for Whole Foods is possible, mostly to keep it and its real estate out of the hands of Amazon, potentially setting up for a true “winner’s curse” scenario. The winner will overpay. May 4, 2017
Valuentum’s 3 Breakthroughs in the Field of Finance and More
Valuentum's President Brian Nelson pauses for a picture before speaking at the CFA Society of Houston in March 2017. Let’s cover Valuentum’s 3 major breakthroughs in the field of finance. The first one is big and may challenge you to rethink everything you think you know about investing. Jul 25, 2016
Dividend Increases/Decreases for the Week Ending July 22
Let's take a look at companies raising/lowering their dividends this week. Dec 7, 2015
Keurig Green Mountain Goes Private
Keurig Green Mountain will be acquired by a private investor group for nearly $14 billion in cash, which represents a material premium to its recent price. Shareholders should take the money and run! Jul 26, 2015
Dividend Increases for the Week Ending July 24
Let's take a look at companies raising their dividends this week. Jun 22, 2014
Valuentum Economic Castle™ Rating Update
Members should expect the initial Economic Castle™ ratings. Dec 31, 2013
Merger Chatter Heating Up for the New Year
Could New York Times find a suitor and will a Pepsi-Mondelez deal happen? Let’s dig in. Nov 21, 2013
Portion Packs Still in Strong Demand at Green Mountain; Free Cash Flow Surges in Fiscal 2013
The high-flying leader in specialty coffee and coffee makers won’t be considered for inclusion in our actively-managed portfolios. We don’t like the end game. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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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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