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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.
Jan 30, 2019
Apple’s Services Growth on Track; Weakness to Persist in China
Image Source: William Hook.  Apple delivered fiscal first quarter results after the close January 29 that were largely in-line with recently adjusted expectations. China has been and will likely continue to be a soft spot, but the company’s Services revenue continues to impress. Strong free cash flow generation and balance sheet health are synonymous with the company.
Jan 29, 2019
Caterpillar Crushed by Expectations for No Growth in China
Image Source: Mining.com.  Heavy equipment giant Caterpillar saw its share price drop significantly following its fourth quarter report January 28 as it reported disappointing bottom-line results for the quarter and announced expectations for softness in China.
Jan 28, 2019
Intel Disappoints with 2019 Guidance; Sell-off Overdone
Image shown: Intel’s revenue mix continues to shift towards its data-centric businesses and away from its PC-centric business. Source: Intel fourth quarter presentation.  Simulated newsletter portfolio idea Intel disappointed with its fourth quarter 2018 results and guidance for 2019 as multiple headwinds are expected to persist in the near term. Nevertheless, we don’t think the sell-off was entirely justified as the company continues to position itself to take advantage of the high-growth potential of its data-centric businesses.
Jan 25, 2019
Brian Nelson - Author - Value Trap - Valuentum
Wall Street doesn’t know it has a problem. Index and quantitative investors have been free-riding on the backs of active managers for years, but growth in price-agnostic trading may finally have reached the tipping point. Brian Nelson, former Director of Methodology at Morningstar and President of Investment Research at Valuentum, explains how enterprise valuation forms the Theory of Universal Valuation and why a focus on it may not only help you avoid value traps, but also save you from the next financial crisis. This is a 356 page book, including Preface, Notes, Bibliography and Index.
Jan 24, 2019
Xilinx Rides Momentum to Impressive Free Cash Flow Generation
Image Source: Xilinx Analyst Day presentation.  Recent addition to the simulated Dividend Growth Newsletter portfolio Xilinx continues to impress with its robust free cash flow generating capacity, and the company is taking advantage of momentum in key end markets as its top-line growth has been nothing short of impressive.
Jan 24, 2019
Our Report on the Regional Banks and Asset Management Stocks
Image Source: Carlssa Rogers. Our report on the Regional Banks and Asset Management companies can be found in this article. Report includes AB, AINV, AMP, ARCC, BCH, BEN, BGCP, BKU, BLK, BMO, BNS, CM, FSIC, ISBC, KKR, LAZ, LM, MAIN, MTB, NABZY, NYCB, OCN, PBCT, PFG, PSEC, RY, SBNY, SBSI, STT, TCBI, TD, VLY, WBK.
Jan 23, 2019
Consumer Staples Giants Fight Input Cost Inflation
Image source: Procter & Gamble fiscal second quarter presentation.  Procter & Gamble and Kimberly-Clark reported calendar fourth quarter earnings January 23, and both were able to deliver organic sales growth in the period. Commodity cost inflation and currency weakness are key headwinds to keep an eye on moving forward as they have weighed on margin performance, particularly at Kimberly-Clark as Procter & Gamble reported impressive productivity cost savings.
Jan 22, 2019
Johnson & Johnson Overcoming Pharma Pricing Pressure
Image Source: Johnson & Johnson fourth quarter presentation. Johnson & Johnson’s ‘Pharmaceutical’ segment continues to deliver top-line growth despite ongoing headwinds related to net price decreases in the US pharma space. The company remains one of our favorite dividend growth ideas as its higher-growth ‘Pharmaceutical’ segment is augmented by a solid ‘Consumer’ business and improving ‘Medical Devices’ business.
Jan 20, 2019
Markets Continue to Recover
Image shown: The markets continue to rally significantly since the near-term bottom in December. The decision to move the cash "weightings" to zero in the simulated portfolios of the Best Ideas Newsletter and Dividend Growth Newsletter during the trading session December 27 has been quite rewarding for members that have been following our research and newsletters. The S&P 500 SPDR. No Changes to Simulated Newsletter portfolios
Jan 20, 2019
Schlumberger Enters 2019 with Optimism
Image source: Schlumberger investor presentation. We recently put Schlumberger on members' radars, and it appears as though the market is picking up on what we've been highlighting as shares surged following its fourth quarter report.


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.