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Latest
Valuentum Commentary
Aug 15, 2016
Pop the Bubbly? Everyone Is Getting Rich
Image Source: Bryan Rosengrant. Federal Reserve policy and negative interest rate policy across the globe mean hurdle rates on new projects and investments are approaching zero. As “acceptable” returns fall, asset prices are being bid up to nosebleed levels. Everyone is getting rich, but what will the fallout be? Aug 10, 2016
Oncology News a Key Driver of Big Pharma
Image Source: Images Money. Oncology product portfolios and pipelines have been key factors in the big pharma industry as of late. Apr 21, 2016
The Market – On Its Head
Let’s discuss what’s been working and what’s not been working in today’s market. Jan 29, 2016
Alerts: High-grading! GILD-->JNJ; EBAY-->FB
We’re “high-grading” the Best Ideas Newsletter portfolio. Jan 25, 2016
What’s Working in Today’s Market?
Let’s take a look at the major sectors to see where assets are flocking to and away from so far in 2016. We’ll talk about recent news, and several equities we’re paying particularly close attention to for addition to the newsletter portfolios. Dec 18, 2015
Analysis: The Best Ideas Portfolio
The Best Ideas Newsletter portfolio is one of the most followed newsletter portfolios among our membership. In the spirit of transparency, let’s examine the portfolio’s returns from a variety of different perspectives. The Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio are not real money portfolios. Results are hypothetical and do not represent actual trading. Past results are not a guarantee of future performance. Dec 6, 2015
Leading Investors to Water…
…did they drink? Let’s examine the performance of Valuentum’s best ideas in 2015. Oct 28, 2015
Around the Horn in Biotech/Pharma: 3Q Earnings Review
Abbott, Biogen, Bristol-Myers, Eli Lilly, Gilead, GlaxoSmithKline, Merck, Pfizer… Sep 1, 2015
Batten Down the Hatches – Another US Market Crash Probable
The aftermath of China’s equity market collapse and the Dow’s crash last week will have material spillover effects. Aug 13, 2015
Big Pharma Earnings Continued…
Amgen, AstraZeneca, Merck, and Pfizer... Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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