Valuentum Exclusive Analysis for the Discerning Investor

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Nov 20, 2017

Valuentum’s “Home Runs” During 2017
Image Source: Keith Allison. We don’t take many swings, but when we do…

Nov 19, 2017

Nelson on Bogle, Part I
Image shown: An example illustrating how the dividend is a component of capital appreciation that otherwise would have been achieved had the dividend not been paid. Such a situation applies to both regular and special dividends. "The kind of commentary that makes broad generalizations about expectations of future returns is exactly why people are so eager to get into passive investment strategies. Since the 1920s, it seems as though the individual investor has assumed the stock market was rigged or impossible for average Joes to figure out, but instead of the "I'll get it next time" mentality that was present leading to the crash of '29, individual investors have "evolved" to the point that now the idea is if you can't beat the market, just buy the whole thing. Leaders like Bogle continue to take tremendous shortcuts in explaining forecasts, leaving the average investor like a student trying to copy math homework off a peer that didn't show his/her work. When the test comes around, and the problem is a bit different, the copier is up a creek." -- The Valuentum Team

Nov 17, 2017

How Have Our Best “Dividend Growth Ideas” Performed During 2017?
We wrote recently about how well the top-weighted ideas in the Best Ideas Newsletter portfolio have performed during 2017, but what about the top-weighted ideas in the other newsletter portfolio, the Dividend Growth Newsletter portfolio? How have they performed during 2017? Please tell us you know how well the top-weighted ideas have been performing.

Nov 14, 2017

How Have Our “Best Ideas” Performed During 2017?
The top-weighted ideas are getting the job done, while we avoided one of the biggest missteps in all of 2017. We’ve had better years, but 2017 was still a great one.

Nov 14, 2017

GE Takes the Plunge, Halves Dividend
There may have been little surprise across the market when GE halved its dividend in its investor update November 13, but shares are selling off after management issued weaker-than-expected EPS guidance for 2018.

Oct 20, 2017

GE Cuts Guidance, All Eyes Turn to November 13
Image Source: darkon_turaas. On October 20, General Electric slashed its guidance for earnings and cash flow from operating activities after reporting another weak quarter. Could the dividend be next on the chopping block? Management will update investors on company strategy and its 2018 framework Monday, November 13, an event to which we’ll be paying close attention.

Oct 15, 2017

GE Dividend Cut Coming Sooner Than Later, Says Seeking Alpha, Bloomberg
Image Source: darkon_turas. We’ve been warning about the tight rope GE has been walking with respect to its dividend. Concerns are spreading, and it seems a dividend cut may be coming sooner than later, according to some sources.

Aug 3, 2017

Video: Explaining the Valuentum Buying Index
The Valuentum Buying Index (VBI) stands on the shoulders of giants in finance in uncovering investment ideas.

Jul 21, 2017

Stocks in the News: Visa, Microsoft, General Electric
Image source: Visa. Let’s have a look at the quarterly reports from a few stocks in the news July 21.

Jun 15, 2017

I CARE
Image: The S&P 500 from early 2009 through today, June 15, 2017.