Valuentum Exclusive Analysis for the Discerning Investor

Energy Pipelines: What a Difference A Few Years Have Made!
Image: Midstream energy companies have significantly improved their free cash coverage of their payouts in recent years. We’ve taken note. Source: Relevant 10-Q filings. We can hardly believe how much better things are looking for midstream pipeline companies these days, particularly as it relates to free cash flow coverage of their payouts, but also as it relates to improved financial transparency. Many midstream MLPs continue to be saddled with huge net debt positions, but what a difference a few years have made! Capital discipline is making their dividends/distributions incrementally more attractive, and we’ve taken note.

Jan 3, 2019

Brace for More Volatility
Image shown: The S&P 500 ETF (SPY) since August of last year. The markets have broken through key support levels, and now support has become resistance. Volatility remains heightened since the low-vol ETN blew up in February.This article is the introduction to both the Dividend Growth Newsletter and High Yield Dividend Newsletter, both of which will be released today due to the holiday January 1.

May 24, 2018

Understanding the Phenomenon of “Price Risk” in High Yield
Image Source: Julien Carnot. We want you to learn about a unique risk innate to the high yield space like the back of your hand. We'll explain the "information contained in prices" and talk about what you should be on the lookout for, the "avalanche effect." Order the new High Yield Dividend Newsletter here.

Jul 30, 2017

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

Jul 7, 2017

MLP Speak: A Critique of Distributable Cash Flow
Let’s talk about a controversial metric that is used in master limited partnership (MLP) reporting. Just how useful is it, and should it be allowed?

Oct 25, 2016

Taxes and the Distressed MLP Investor
“Perhaps the worst thing about MLPs is that investors can spend more time doing and thinking about tax-related items than actually evaluating the businesses of the underlying entities. This could result in poor investment decisions.” – Brian Nelson, CFA

Aug 1, 2016

Dividend Increases/Decreases for the Week Ending July 29
Let's take a look at companies raising/lowering their dividends this week.

May 3, 2016

Dividend Increases/Decreases for the Week Ending April 29
Let's take a look at companies raising/lowering their dividends this week.

Feb 1, 2016

Dividend Increases/Decreases for the Week Ending January 29
Let's take a look at companies raising their dividends this week.

Jan 11, 2016

Bye Bye Energy MLPs
The energy complex continues to feel the pain of lower energy prices. Two downgrades by Moody’s may foreshadow the avalanche to come.

Valuentum Exclusive Analysis for the Discerning Investor Symbol Keyword

Member Login

Newsletters/Portfolios

Dividend Cushion

Stock Screens

Products & Tools

Value Trap

The Buying Index, VBI

Dividend Changes

Valuentum Exclusive Analysis for the Discerning Investor