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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 3, 2019
Brace for More Volatility
Image shown: The S&P 500 ETF (SPY) since August of last year. The markets have broken through key support levels, and now support has become resistance. Volatility remains heightened since the low-vol ETN blew up in February.This article is the introduction to both the Dividend Growth Newsletter and High Yield Dividend Newsletter, both of which will be released today due to the holiday January 1.
Dec 28, 2018
The Price-versus-Estimated Fair Value Perspective; Upcoming Publishing Schedule
Brian Nelson reflects on the price-to-estimated fair value perspective that helps drive the Valuentum process and updates members on our upcoming publishing schedule. This article was sent to members via email December 28.
Dec 26, 2018
Shale and LNG Drive Upstream Production at Chevron
Image Source: Author's Calculations, Chevron Investor Relations. From 2010 to 2017, Chevron’s oil and gas production dropped as output from new producing properties was more than offset by declines at mature fields. By leveraging the company’s extensive unconventional growth runway, management appears to have been able to fix a key structural problem. The revival in Chevron’s upstream production was aided by the completion of two major LNG developments in Australia that offer near-term upside.
Dec 19, 2018
Oracle Raises Internal Guidance; Share Buybacks Abound
Image Source: May Wong. Oracle’s fiscal 2019 second quarter report revealed expectations for accelerating top-line growth thanks in large part to strong momentum in bookings. The company’s technology leadership may be greater than ever before, and it continues to generate robust free cash flow. Management’s appetite for buybacks appears insatiable.
Dec 14, 2018
Repub: Johnson & Johnson’s Litigation Risk Manageable
Image Source: Austin Kirk. Let’s talk about how to think about the impact of one-time events on intrinsic value estimates. The magnitude of damages against J&J with respect to its talcum-powder products could be large, but we think the market has slowly factored in the risk of legal liabilities. Once J&J puts these troubles behind it, we think the market may once again warm up to the equity. Shares are trading at only a modest discount to our intrinsic value estimate, however.
Dec 14, 2018
Costco Sinks on Margin Pressures
Image Source: Mike Mozart. Wholesale food retailer Costco disappointed investors with its fiscal first quarter report as margin pressures outweighed strong comparable sales performance.
Dec 13, 2018
Marathon Oil: Riding a Rollercoaster
Image Source: Marathon Oil Investor Presentation. Let’s take a look at how Marathon Oil, a midsized oil & gas producer, is navigating capricious oil markets at a time when the industry is waiting to see what impact the OPEC+ production cut deal might have on global energy markets.
Dec 11, 2018
Automakers Gain on Potential Tariff Easing
Image Source: Truck Hardware. A potential easing of tariffs on auto imports to China, as President Trump had previously hinted, has improved sentiment across the auto manufacturing space as investors eye up the potential for more free exchange of autos between the world’s two largest economies.
Dec 10, 2018
In the News: Generic Drug Price Fixing and Apple’s Legal Battle in China
An investigation into pricing practices in the generic drug industry has substantially expanded, and implications may be far more widespread than initially expected. Meanwhile, Apple is fighting a preliminary order that will ban the sale of its iPhones that utilize certain software.
Dec 7, 2018
In the News: OPEC Production Cut Agreement, Jobs and Consumer Sentiment, and Altria Gets in the Pot Game
Let’s take a look at some major headlines. Topics include OPEC’s production cut, the recent jobs and consumer sentiment reports, and Altria’s investment in a marijuana company.


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.