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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.
Latest Valuentum Commentary

Jul 23, 2019
Roaring 20s? -- Consumer Staples Valuations Stretched
Image Source: Alan Levine. Strong outlooks for Kimberly-Clark, United Technologies, Hexcel and Lockheed Martin point to an economy that is still gaining momentum. We caution investors of consumer staples stocks, however, with many equities holding large net debt positions, and the sector trading at almost 20 times forward earnings. Learn about the difference between the Best Ideas Newsletter portfolio and the Exclusive publication and much more in this note.
Jul 18, 2019
Kinder Morgan Modestly Disappoints But Its Problems Are Transitory
Image Shown: Kinder Morgan Inc expects a lot of organic growth opportunities will be generated via surging domestic demand for natural gas and rising natural gas export capacity in the US. Image Source: Kinder Morgan Inc – IR Presentation. We remain optimistic on Kinder Morgan’s dividend growth opportunities, and our fair value estimate still stands at $23 per share.
Jul 11, 2019
Valuentum Exclusive Yearly Round Up
"I want finance to learn from the past, the quantitative mistakes of yesteryear that brought the world economy to its knees. The misaligned incentives that created a massive bubble and subsequent housing market crash. The problems of leverage in yet another quant hedge fund Long Term Capital Management that caused panic in the late 1990s. Wall Street is not learning from history, and many are going wildly down the path of destruction. Don’t confuse indexing with a bull market. Pay attention to what you own. Stay diversified, and most of all, do your own due diligence." -- President of Investment Research, Brian Nelson, CFA
Jul 2, 2019
Checking Out ARAMCO, Saudi Arabia’s Sleeping Giant
Image Source: Trending Topics 2019. Recent events have piqued our interest in the actions of Saudi Arabian Oil Company, better known as ARAMCO, the giant in charge of the Gulf nation’s hydrocarbon industry. Many view ARAMCO as the most valuable company in the world, but whether this is a USD$2 trillion company or not is in the eye of the beholder (many see that target as overly ambitious, as do we).
Jul 1, 2019
New Highs! The December Call Has Been Well-Rewarded
"The less the prudence with which others conduct their affairs, the greater the prudence with which we must conduct our own." - Warren Buffett (2018)
May 14, 2019
Markets Swooning, Expect Extreme Volatility, Finger on Put-Option Trigger
Image shown: We notified members December 26 that we had moved  the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio to a "fully invested" position, from a 30% and 20% cash "weighting" at the high end of the range, respectively.
May 13, 2019
When We Get It "Wrong" -- How To Think About Our Methodology In Action
Let's talk about the newsletter portfolios, some areas where we've made mistakes, and how some members use our services.
Apr 19, 2019
Dividend Increases/Decreases for the Week Ending April 19
Let's take a look at companies that raised/lowered their dividend this week.
Apr 9, 2019
Top Research and Ideas You May Have Missed
Is Quant Value Giving Intrinsic Value Investors a Bad Name? Surely, you don't believe Warren Buffett's "style" is out of favor?
Mar 29, 2019
ATTN: Advisors and Planners -- Disruption Is Looming
"With the commoditization of investment advice and intense competition from robos and other more cost-efficient solutions, growth-minded advisors want to create bespoke experiences for clients." -- WealthManagement.com


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 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.