Valuentum Exclusive Analysis for the Discerning Investor

Symbol Keyword

Nov 7, 2017

Analysis of Spark Energy (SPKE) and Brighthouse Financial (BHF)
Let's talk about an extremely risky microcap energy equity and a unique potential value opportunity in the insurance industry, Brighthouse Financial, the spinoff of Metlife.

Nov 3, 2017

Dividend Increases/Decreases for the Week Ending November 3
Let's take a look at companies raising/lowering their dividends this week.

Nov 2, 2017

The Price of Good Investment Research?
Photo credit: Phlebotomy Tech; Thomas Haynie Skimping on research could cost you big when the you-know-what hits the fan. Research firms are reportedly charging as much as $5,000 per hour for one-on-one meetings with top analysts. Access to basic research is now being priced at $40,000 a year at some firms.

Oct 31, 2017

Novartis Gearing Up for Growth
 Image Source: Novartis. Dividend Growth Newsletter portfolio idea Novartis continues to grow its free cash flow stream while producing a string of products still in the infancy of their respective growth curves. The pharma/biotech realm remains bedeviled with patent issues that can disrupt cash flow generation once protection is lost, causing us to look for companies positioned for a fresh leg of growth. To that end, let’s take a look at Novartis’ pipeline, near-term potential, and how it relates to its dividend health.

Oct 29, 2017

Dividend Increases/Decreases for the Week Ending October 27
Let's take a look at companies raising/lowering their dividends this week.

Oct 27, 2017

Analysis of Aspen Technology (AZPN) and IPG Photonics (IPGP)
Image Source: Aspen Tech. Aspen Technology helps some of the most capital-intensive industries optimize asset performance via process modeling, big data machine learning, and analytics, and its very own asset-light operations help it generate impressive levels of free cash flow. Shares aren’t cheap, however (it is trading above our fair value estimate range), and current price levels imply one hefty price-to-earnings ratio. Still, it’s hard not to like Aspen Technology’s high-ROIC business model, with the company garnering one of the highest Economic Castle ratings in our coverage. IPG Photonics is home to an impressive portfolio of high-performance fiber lasers and similar technologies that are used in materials processing, advanced communications, and medical applications--areas and applications that are expected to experience strong growth in coming years. We think IPG Photonics’ degree of vertical integration, IP portfolio, and process expertise offer it a number of competitive advantages. The company boasts a GAAP operating margin in the mid-30s and has generated impressive free cash flow expansion in recent years, but shares aren’t cheap either (it is trading at the high end of our fair value estimate range). Customer concentration and expansion into unproven markets add a layer of risk.

Oct 27, 2017

Intel Could Become a $50+ Stock?
Image Source: Intel. Fundamental momentum at Intel is phenomenal. The company is putting up record quarterly performance, and traditional multiple analysis suggests Intel could be priced north of $50 per share. It also offers a very attractive dividend yield.

Oct 26, 2017

Risky Restaurants? Taking a Look at Chipotle and Domino’s Pizza
Image Source: Valuentum. Chipotle and Domino’s Pizza have very little in common, in our view, but let’s take a look at what has been causing volatility in each company’s stock of late.

Oct 25, 2017

Does Visa Ever Disappoint?
Image Source: Visa. The credit card company's stock hit an all-time high on the trading session October 25. We continue to be huge fans of the company’s fundamentals.

Oct 25, 2017

Key Oncology Assets Powering Johnson & Johnson Higher
Image Source: Johnson & Johnson. Shares of newsletter portfolio holding Johnson & Johnson continue their stellar run, posting new all-time highs on the heels of an impressive third quarter earnings report. Let’s take an in-depth review of key pharma product franchises as they relate to the performance of the stock.