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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

Aug 13, 2019
Berkshire Hathaway Gets Ready to Put Part of Its Large Cash Pile to Use
Image Source: Fortune Live Media. We continue to like BRK.B as a quality capital appreciation idea and maintain Berkshire Hathaway Class B shares as a top holding in our simulated Best Ideas Newsletter portfolio.
Aug 6, 2019
Oil Major Second-Quarter 2019 Earnings Roundup
Image Source: Exxon Mobil Corporation -- IR Presentation. Let’s look at the Oil Majors that have recently reported earnings. Global raw energy resource prices have plunged lower as concerns over the US-China trade war and the possibility a global synchronized slowdown in economic growth are beginning to emerge. We will be monitoring the situation closely going forward.
Jul 12, 2019
Dividend Increases/Decreases for the Week Ending July 12
Let's take a look at companies that raised/lowered their dividend this week.
Jul 11, 2019
Valuentum Exclusive Yearly Round Up
"I want finance to learn from the past, the quantitative mistakes of yesteryear that brought the world economy to its knees. The misaligned incentives that created a massive bubble and subsequent housing market crash. The problems of leverage in yet another quant hedge fund Long Term Capital Management that caused panic in the late 1990s. Wall Street is not learning from history, and many are going wildly down the path of destruction. Don’t confuse indexing with a bull market. Pay attention to what you own. Stay diversified, and most of all, do your own due diligence." -- President of Investment Research, Brian Nelson, CFA
Jul 2, 2019
Checking Out ARAMCO, Saudi Arabia’s Sleeping Giant
Image Source: Trending Topics 2019. Recent events have piqued our interest in the actions of Saudi Arabian Oil Company, better known as ARAMCO, the giant in charge of the Gulf nation’s hydrocarbon industry. Many view ARAMCO as the most valuable company in the world, but whether this is a USD$2 trillion company or not is in the eye of the beholder (many see that target as overly ambitious, as do we).
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.
May 6, 2019
Berkshire's Buybacks, More Earnings Reports
In alphabetical order by ticker symbol: ANET, ATVI, BRK.B, CHD, DWDP, DNKN, GILD, HBI, K, TEVA.
May 3, 2019
Energy Earnings Roundup
Image Source: Exxon Mobil Corporation -- First quarter 2019 earnings presentation. 
May 2, 2019
Occidental Petroleum, Backed by Buffett’s Financial Firepower, Makes a Go At Anadarko Petroleum in an Affront to Chevron
Image Source: Occidental Petroleum Corp -- IR presentation. The bidding war over Anadarko Petroleum is heating up with Warren Buffett’s Berkshire Hathaway offering to invest $10.0 billion in a new 8% preferred issue from Occidental Petroleum, along with warrants to purchase up to 80 million shares of OXY at $62.50, if the energy company successfully acquires Anadarko. Occidental is bidding against Chevron because both firms want Anadarko’s Permian Basin acreage, but the leverage Occidental would take on the fund the deal would be extremely onerous in our view.
Apr 14, 2019
Chevron Joins the Ranks of Exxon Mobil and Shell After Buying Anadarko
Image Source: Chevron Corporation – IR presentation. Chevron is buying Anadarko. Chevron will have to show that the projected operational synergies and related capital intensity reductions actually materialize through this acquisition, as execution risk is very material in the oil & gas world. We will be monitoring the industry as further consolidation is possible with interest rates remaining low for the time being and in light of oil prices moving sharply higher since January.


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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.