Valuentum Exclusive Analysis for the Discerning Investor

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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.

Jan 23, 2020

Resetting Your Mental Model
Image Source: affen ajlfe. Having the right mental model and using the right information can be the reason why you win or lose in investing.

Nov 1, 2019

Dividend Increases/Decreases for the Week Ending November 1
Let's take a look at companies that raised/lowered their dividend this week.

Aug 1, 2019

Quad/Graphics Skyrockets After Earnings
Shares of QUAD yield 10.6% as of this writing, more a function of a declining stock price than strong underlying fundamentals, and that’s after shares rallied by over 31% on July 31. We aren’t interested in Quad/Graphics but appreciate management’s decision to throw in the towel on the LCS Communications deal.

Mar 12, 2019

Updated Thoughts on Brighthouse Financial and Quad/Graphics
Brighthouse Financial is trading at material discount to its book value per share as the market questions its strategy to enhance its return on equity in coming years, and we’re not high on its risk/reward potential as a notable portion of its bottom-line performance is beyond the control of management. Quad/Graphics sports a lofty dividend yield, but we’re less than enthused about its long-term prospects as it looks to consolidation in a declining industry for growth.

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.

Jan 29, 2018

Dropping Coverage of the Book Publishing Industry
Image shown: The first seven annual volumes of Valuentum's Best Ideas Newsletter. Valuentum is dropping coverage of the book publishing industry to focus resources elsewhere.

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.

Nov 26, 2017

How to Think About Corporate Tax Reform
Image Source: DonkeyHotey. Donald Trump and team are working hard to “Make America Great Again,” and lowering tax rates on corporations is a key initiative. Nobody knows for sure whether such efforts will come to fruition, but knowing how to use our research and understanding the fair value estimate range puts you ahead of the crowd, if it hasn’t already.

Sep 20, 2017

Our Reports on Stocks in the Book Publishing Industry
Reports on stocks in the book publishing industry can be found in this article. Reports include BKS, EDUC, PSO, QUAD, SCHL.