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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

May 30, 2018
Study: Valuentum's Best Ideas Newsletter Portfolio
"Though we largely achieved the Best Ideas Newsletter portfolio’s goals in advancing the newsletter portfolio each publication year (ends December 15) and achieving relative outperformance and risk-adjusted superiority to the benchmark, we may have done even better had our equity allocation been full during the measurement period." -- Brian Nelson, CFA
Apr 18, 2018
ICYMI: Valuentum’s Improved Stock and ETF Web Pages
Valuentum has rolled out improved stock and ETF web pages on its website www.valuentum.com. Now, subscribers can access key proprietary information on the stock and ETF web pages in addition to the customary stock and ETF reports.
Apr 6, 2018
Dividend Increases/Decreases for the Week Ending April 6
Let's take a look at companies that raised/lowered their dividend this week.
Mar 20, 2018
Avoiding Troubled Equities Such as General Electric
The Valuentum process waits for a stock’s price to be moving higher before it is considered. The stock must not only be undervalued on both a discounted cash-flow basis and relative value basis, in our view, but the market must also believe that its true intrinsic value should be higher, too, as evidenced by a rising share price. The process is symmetrical. We also would wait for a company’s share price to break down before we may consider removing an overpriced stock. In some cases, the information contained in prices can even provide clues when to remove an underpriced stock, as in the case of General Electric.
Mar 16, 2018
Dividend Increases/Decreases for the Week Ending March 16
Let's take a look at companies that raised/lowered their dividend this week.
Mar 15, 2018
Dollar General: A Model of Consistency
Dollar General’s fiscal 2017 marked its 28th consecutive year of positive same-store sales growth, and we couldn’t be more impressed with the consistency of its operational performance in the past three decades, as well as its share price performance since its addition to the simulated Best Ideas Newsletter portfolio.
Mar 12, 2018
The "Luck" and "Randomness" of Index Funds
If the year-to-year performance of active funds relative to index funds can be considered “random,” so then is the year-to-year performance of index funds relative to active funds, regardless of fees and expenses. Image shown: page 1 of 14.
Dec 20, 2017
Dividends: Costco and Walmart
Image Source: Fiscal Year 2017 Annual Report. The retail sector is undergoing a revolutionary change to its traditional business model of delivering value to customers in a brick-and-mortar format with a tepid nod towards an e-commerce platform. There will inevitably be winners and losers from such a massive paradigm shift to online, but we think Costco and Walmart will be able to adapt effectively, while delivering a tidy dividend to boot. We do not believe Amazon will rule the world.
Dec 19, 2017
Video: Quants! You're NOT Measuring VALUE and Nelson's Theory of Universal Value
President of Investment Research Brian Nelson defines the concept of universal value and shows how quantitative statistical methods are inextricably linked to those of fundamental, financial, business-model related analysis. Value does not exist in respective process vacuums! Value is universal. Find out why. Running time: ~10 minutes.
Dec 7, 2017
Altria Back Above $70, Dollar General Pleases, Verint Sells Off
Image shown: Dollar General's stock has performed very well since being added to the Best Ideas Newsletter portfolio. We were very happy to see newsletter portfolio idea Altria surge back above $70 per share in recent days. Dollar General continues its strength as the economy churns out more of its demographic, and we continue to believe the dollar store arena may be one of the few spaces of retail that is truly insulated from the Amazon effect. Verint Systems, on the other hand, has faced selling pressure, which we think is flat-out unwarranted.


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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.