Valuentum Exclusive Analysis for the Discerning Investor

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Jan 5, 2016

Seeking to De-risk the Newsletter Portfolios
The conditions are ripe for some newsletter portfolio realignment. Saying good-bye to two underperformers.

Nov 3, 2015

US Oil Majors
Lower price realizations for major oil producers continue to pressure financial results. Though refining and chemical margins have improved, big oil exploration and production remains under significant pressure.

Oct 27, 2015

BABA Bounces Big! GMV Growth Solid, Monetization Rate Better
The Chinese e-commerce giant is back on track, and we’re mighty pleased. We continue to believe shares are undervalued by a large margin. If you haven’t viewed our 16-page report on the company to see by how much, please do so.

Oct 9, 2015

Alcoa Disappoints in Third Quarter, China Weakness Prevalent
Performance at the aluminum giant speaks of more difficult times to come.

Oct 7, 2015

Yum! Brands Blows Up
What to do now?

Oct 5, 2015

Standard & Poor’s Notes Heightened Default Risks
The markets knew this was coming, but we think it’s worth repeating. How we’re playing the bounce in energy stocks…

Sep 24, 2015

China, Petrobras and the Circling Sharks
A key gauge of manufacturing activity in China plummets to Financial Crisis lows, Brazil’s Petrobras may be the first major casualty of the country’s deepening recession, and lenders are beginning to tighten the noose on overleveraged commodity producers in America.

Sep 15, 2015

As the World Turns
We’re keeping our eyes on a number of things. First, we’re monitoring property prices in Shanghai and in other larger Chinese cities to assess the potential calamity that falling housing prices and deflation would have on the country’s banking sector and the likelihood of contagion via the British banks, HSBC and Standard Chartered, and the US ones, namely Citigroup and JP Morgan. Second, we’re watching the price of crude oil closely, as its fall will have huge implications on the earnings trajectory of companies that benefit (airlines, restaurants) as well as the ones that suffer (upstream and energy services). The net effect of falling crude oil prices has thus far been negative for S&P 500 earnings, but this may change as the energy sector becomes an ever-smaller part of index construction. Third, who can forget about the Fed, the expected duration of any tightening monetary cycle, and the resulting implications on dividend-paying stocks as Treasury yields rise?

Sep 8, 2015

5 US-Centric Undervalued Stocks with Fantastic Economics
With most non-US markets crumbling, the resilience of a still-expanding US economy coupled with a strong greenback may make US stocks relative outperformers. Screen: Economic castles with a high percentage of revenue generated in the US that are trading at a large discount to our estimate of their intrinsic value.

Sep 8, 2015

Things Are So Bad They’re Actually Good?
Major economies are in recession and others are far from healthy. That has some investors in the US excited.