Valuentum Exclusive Analysis for the Discerning Investor

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Jan 21, 2021

ICYMI: Valuentum's Brian Nelson on the Latest Howard Marks' Memo: "Something of Value"
Valuentum's President of Investment Research Brian Michael Nelson, CFA, explains why there are not really value and growth stocks, why most of the research in quantitative finance is spurious and needs to be redefined on a forward-looking basis, and why enterprise valuation (not the efficient markets hypothesis) should be the organizing principle of finance. Nelson explains his views about valuation, what it means to be a value investor, and investing in the context of Oaktree Capital Howard Marks' latest memo, "Something of Value," January 11, 2021.

Nov 16, 2020

Value Is Not Static and the Qualitative Overlay Is Vital to Our Process
With prudence and care, the Valuentum Buying Index process and its components are carried out. Our analyst team spends most of its time thinking about the intrinsic value of companies within the context of a discounted cash-flow model and evaluating the risk profile of a company's revenue model. We have checks and balances, too. First, we use a fair value range in our valuation approach as we embrace the very important concept that value is a range and not a point estimate. A relative value overlay as the second pillar helps to add conviction in the discounted cash-flow process, while a technical and momentum overlay seeks to provide confirmation in all of the valuation work. There's a lot happening behind the scenes even before a VBI rating is published, but it will always be just one factor to consider. Within any process, of course, we value the human, qualitative overlay, which captures a wealth of experience and common sense. We strive to surface our best ideas for members.

Oct 23, 2020

Dividend Increases/Decreases for the Week October 23
Let's take a look at companies that raised/lowered their dividend this week.

Oct 25, 2019

Dividend Increases/Decreases for the Week Ending October 25
Let's take a look at companies that raised/lowered their dividend this week.

Oct 26, 2018

Dividend Increases/Decreases for the Week Ending October 26
Let's take a look at companies that raised/lowered their dividend this week.

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.

Nov 8, 2016

Podcast: REITs, Interest Rates and Beyond!
The Valuentum analyst team talks REITs and the reasons why REIT investors should pay close attention to changes in Treasury rates. Various secular themes across the data center, healthcare, office, and mall REITs are discussed, and an explanation for the sector's systematically poor raw, unadjusted Dividend Cushion ratios is covered. ~8 mins.

Oct 31, 2016

Dividend Increases/Decreases for the Week Ending October 28
Let's take a look at companies raising/lowering their dividends this week.

Nov 8, 2015

Dividend Increases/Decreases for the Week Ending November 6
Let's take a look at companies raising/lowering their dividends this week.

Aug 17, 2015

Dividend Increases/Decreases for the Week Ending August 14
Let's take a look at companies raising/lowering their dividends this week.