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Valuentum Commentary
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. May 1, 2017
Seeking Balance: What’s Happening in the Crude Oil and Iron Ore Markets
Image Source: Sollven Melindo. Commodity prices are notoriously volatile as the global markets often struggle to maintain a sustainable balance of supply-demand. Let’s take a look at some recent developments and coming events that are impacting the prices of crude oil and iron ore. Dec 1, 2016
This Oil Stock Is Surging!
The Valuentum analyst team digs into recent developments in the oil and gas space and highlights one of the most leveraged ways to play rising crude oil prices. ~12 mins. Oct 31, 2016
GE Positioning for Long-term Crude Oil Price Recovery
Image Source: GE, Baker Hughes. Newsletter portfolio holding General Electric has agreed to merge its Oil & Gas business with Baker Hughes. Oct 1, 2016
Is OPEC For Real This Time?
OPEC has agreed to the outline of a deal to cut oil production in member nations for the first time in eight years, sending crude oil prices higher, but skepticism has surfaced over the cartel’s commitment to the capping of production. Dec 8, 2015
Dividends Not Safe as Energy Markets Swoon
We continue to monitor the carnage in the oil and gas markets, and we encourage readers to evaluate each firm’s unadjusted Dividend Cushion ratio to assess capital-market dependency. For most midstream entities and upstream entities that remain inescapably tied capital cycle builds, the risks are extreme. Oct 6, 2015
Transaction Alerts: Moving Closer to Market Neutral on Energy
The absence of energy exposure in the Best Ideas Newsletter portfolio for much of the slide in the price of crude oil has been a tremendous source of upside. The elimination of several profitable positions in the Dividend Growth Newsletter portfolio several months ago has added to significant outperformance there. But now…we’re inching back into energy, if ever so slightly and on a highly diversified basis. Aug 26, 2015
The Damage Has Already Been Done
Nearly $5 trillion in wealth has been wiped clean from the Chinese markets since mid-June. Roughly $2 trillion has evaporated from US markets in just the past couple weeks. Repercussions will eventually be felt across the world economy, if consumers and businesses aren’t already scaling back. Jan 20, 2015
Dividend Increases for the Week Ending January 16
Let's take a look at dividend increases for the week ending January 16. Nov 29, 2014
$45 Oil Prices!?!? There Is Never a Sense of Urgency When One Is Prepared
Friday brought mass selling across the energy sector. In our view, crude oil prices could hit $45 per barrel in the next few years before recovering. 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
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.
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