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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

Jul 24, 2018
PayPal on the Move to $125?
PayPal gets the backing of a new investor, and expectations are for the equity to trade to $125 within the next 18 months. We’re not as bullish on its valuation as others might be, but we’d be really excited to see this simulated Best Ideas Newsletter idea surge!
Jun 22, 2018
Internet Sales Taxes and Restructuring the U.S. Post Office
The Supreme Court has been active in creating revenue opportunities for states, as in legalizing sports betting and most recently in facilitating the collection of online sales taxes. The White House has floated the idea of reorganizing the U.S. Postal Service, but we think this endeavor represents more of a tail risk for Stamps.com than anything else. Though we expect smaller online retailers to feel some pressure as a result of the online sales tax ruling (Amazon already collects online sales taxes), we don’t think the ruling, while leveling the playing field for some brick-and-mortar retailers, will change the fate of many aging department stores such as J.C. Penney and Sears, both of which may not make it to the other side of the next downturn with shareholder capital intact.
May 30, 2018
Study: Valuentum's Best Ideas Newsletter Portfolio
"Though we largely achieved the Best Ideas Newsletter portfolio’s goals in advancing the newsletter portfolio each publication year (ends December 15) and achieving relative outperformance and risk-adjusted superiority to the benchmark, we may have done even better had our equity allocation been full during the measurement period." -- Brian Nelson, CFA
May 18, 2018
PayPal Grows Stronger
PayPal scooped up assets that will help it better compete against Square, and we think both entities have a bright future regardless of the increased competition.
Apr 25, 2018
A Trifecta of Good Reports: Visa, Facebook, PayPal
We continue to like the long-term potential at Visa and absolutely love the level of its operating margins. Facebook is going to continue to get bad press, but fundamentally, we think the company is going to make it through to shine once again. PayPal had a nice first-quarter report, and while we would like to see more security with respect to its relationship with eBay, the company’s pace of growth suggests it could easily grow out of its early ties with the auction website.
Apr 18, 2018
ICYMI: Valuentum’s Improved Stock and ETF Web Pages
Valuentum has rolled out improved stock and ETF web pages on its website www.valuentum.com. Now, subscribers can access key proprietary information on the stock and ETF web pages in addition to the customary stock and ETF reports.
Apr 11, 2018
JD.com Set to Take on Amazon Head On
Image Source: JD.com fourth-quarter presentation. Chinese e-commerce giant JD.com has grown at a tremendous rate in recent years, and it is expected to continue taking advantage of a ripe opportunity in its home nation. However, management has more grandiose plans for its burgeoning e-commerce platform as it expects to make its US debut before the end of 2018.
Mar 12, 2018
The "Luck" and "Randomness" of Index Funds
If the year-to-year performance of active funds relative to index funds can be considered “random,” so then is the year-to-year performance of index funds relative to active funds, regardless of fees and expenses. Image shown: page 1 of 14.
Mar 9, 2018
Toys ‘R’ Us Liquidation News Transient to Toy Makers
Image Source: Hasbro. Another icon from past decades announced that it may have to liquidate. Though we expect the toy makers to experience a transient impact, we don’t expect it to be lasting. Digital entertainment and licensing remains a faster-growing, higher-margin business for them than physical toy sales, and we expect the focus for many toy makers going forward will be on the former, particularly given Disney’s Frozen success.
Feb 7, 2018
Hasbro, Boeing Pop as Market Bounces Back
Image Source: US Missile Defense Agency. June 22, 2014 - The Missile Defense Agency's Flight Test 06b Ground-Based Interceptor launches from Vandenberg Air Force Base, Calif. on June 22, 2014. The markets have finally been getting the volatility that we’ve all been waiting for, and we don’t like the idea that the market is now trading more like a cryptocurrency. Granted, it’s important to stay focused over a long-term time horizon, which irons out the ups and downs, but there’s just something about 1,000+ daily swings on the Dow Jones Industrial Average that really doesn’t sit well with us, regardless of what that implies with respect to the percentage change. Can you imagine -- All of this over just a couple basis point increase in the 10-year and one very, very small ETF losing most of its value? What if something truly material happens? This market is fragile.


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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.