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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

Sep 4, 2019
The "Hierarchy" of Valuentum Idea Generation
Image: The Valuentum Buying Index rating scale.Let's talk about this hierarchy of idea generation in this note.
Aug 20, 2019
Owens-Illinois’ Debt Load Is Daunting, We Are Staying Away From This Value Trap
Image Source: Owens-Illinois Inc -- IR Presentation. Due to Owens-Illinois’ onerous leverage, guidance cut, and signs that the global economy is slowing down, we are staying far from the name. While shares of OI trade decently below the low end of our fair value estimate range we caution that the market is likely right on this one. Owens-Illinois is another example of a Value Trap.
Jul 25, 2019
Coca-Cola, Visa, and More from Valuentum
If you recall, Facebook issued a terrible outlook in mid-2018 that sent the stock tumbling. Many of our members cancelled their membership during 2018 on this decline. But we stuck with our conviction in the name. But why? How could we possibly stick with a company like Facebook all the way down and ditch entities like Kinder Morgan and General Electric, seemingly iron-clad companies, right at their tops. The answer, my dear members, is a focus on the financial statements and forward-looking analysis.
Jul 24, 2019
Coca-Cola’s Valuation Is Stretched
Image Source: Broderick. While the market clearly liked Coca-Cola’s earnings report, we believe investors are getting ahead of themselves. We aren’t interested in shares of KO at these levels, and we caution readers on the stretched valuation of consumer staples companies in general.
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 13, 2019
Reviewing PepsiCo’s Latest Earnings
Image Source: Mike Mozart. Shares of PEP trade well above our fair value estimate and as of this writing are trading near the top end of our fair value range. We aren’t looking to add PEP to any newsletter portfolio, but we appreciate PepsiCo’s improving operational and financial performance in the face of foreign currency headwinds, trade wars, and other exogenous events outside of its control.
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.
Apr 24, 2019
Earnings Reports Flying In!
Earnings reports are flying in. We thought Air Products', Hasbro's, and Lockheed's quarterly updates were standouts.
Apr 22, 2019
PepsiCo Fights off Forex Headwinds as it Gets Ready to Take on Amazon
Image Source: PepsiCo Inc -- IR Presentation.As PepsiCo is trading at the upper end of our fair value estimate range and sports a good (but not stellar) dividend growth trajectory, we still prefer ideas in the simulated newsletter portfolios instead.
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?


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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.