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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.
Oct 18, 2018
In The News: Chemical Margins Tighten, Philip Morris Total Volume Rises, Consolidation in ETFs
PPG Industries is experiencing notable margin headwinds, international tobacco giant Philip Morris has experienced solid total volume performance in 2018, and Invesco continues its pursuit of a significantly larger ETF business.
Oct 17, 2018
In the News: Housing Starts and Railroad Pricing
Two highly-followed portions of the US economy are experiencing demand and pricing movements, and investors are taking note. Let’s take a quick look.
Oct 16, 2018
Johnson & Johnson Driven By Pharma Growth
Image Source: JNJ third quarter earnings presentation.Simulated newsletter portfolio idea Johnson & Johnson turned in a strong third quarter report that was driven once again by growth in its ‘Pharmaceutical’ segement, namely its ‘Oncology’ division.
Oct 15, 2018
In the News: Sears Adds to Retail Bankruptcies, Leading Defense Company Formed, and the Political Nature of Crude Oil Prices
Sears officially files for bankruptcy, a top-ten global defense company is formed, and political tensions with Saudi Arabia have the potential to send crude oil prices higher.
Oct 12, 2018
In the News: Expensive Energy, China’s Trade Surplus and Auto Market, and Big Tobacco Developments
The IEA is concerned about the impact of rising energy prices on global economic growth, and both it and OPEC have lowered near-term oil demand growth expectations. The impact of the US-China trade dispute continues to be sized up by a number of industries, including automakers, and big tobacco companies may be looking to the cannabis market for future growth as the space remains sensitive to potentially increasing regulations.
Oct 11, 2018
GlaxoSmithKline: Turnaround in Progress?
Image Shown: GlaxoSmithKline's share price performance since late 2017.GlaxoSmithKline may be poised to enter an earnings trough if generic competition is successful in providing a replacement for key product Advair, but management is working to right the ship. The company’s dividend yield is compelling, but its success will ultimately depend on the progress of its clinical pipeline.
Oct 10, 2018
In the News: Sears Nears Bankruptcy, Luxury Apparel Weakens, Fastenal Reports, and Financial Tech Stocks Take Hit
In what was a long-time coming, Sears looks to finally be succumbing to the pressures of the brick-and-mortar retailing business. It won’t be the last big-name retailer to fail, and it certainly wasn’t the first. Luxury stocks are reeling as a result of worries in China. Financial tech stocks gave back a fraction of their huge gains more recently, as investors size up credit risk at this stage of the economic cycle. We continue to believe financial tech is the place to be, however, with PayPal and Visa as two of our top considerations.
Oct 10, 2018
Centennial Resources: A Pure-Play on the Delaware Basin
Image Source: Centennial Resource website. Centennial Resource Development is an upstream oil & gas company that is solely focused on developing the Delaware Basin, located in West Texas and Southeastern New Mexico. The company was created through the business combination of Centennial Resources Production LLC, Riverstone Holdings LLC, and Silver Run Acquisition Corporation back in 2016. What makes Centennial Resource Development interesting is that is it run by the founder of upstream giant EOG Resources Inc, Mark Papa, who acts as CEO and Chairman of this up-and-coming company. At the end of the second quarter of 2018, Centennial Resource Development had an economic interest in 80,100 net acres (90% operated) within the Delaware Basin.
Oct 8, 2018
Best Ideas Newsletter Portfolio Not Bad Thus Far in 2018
Part of what we take pride in at Valuentum is telling things how they are. If things are going great, we let you know. If things aren’t going as good as they could be, we don’t hold back. In the year of crypto and cannabis, 2018 hasn’t been the best year for the simulated Best Ideas Newsletter portfolio, but it hasn’t been bad either.
Oct 4, 2018
Constellation Sets Optimistic Tone, Outlines Cannabis Opportunity
Image Source: Constellation Brands. The producer of beer, wine and spirits reported excellent second quarter fiscal 2019 results and described cannabis as a “once-a-century disruptive market transition.” Without a doubt, the opportunity in cannabis looks tremendous, but the landscape is fast-evolving. We think Constellation will be a long-term winner in the space, but outsize profits in cannabis may be tough to come by initially.


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