Valuentum Exclusive Analysis for the Discerning Investor

Bank Valuations and We're All Market Timers?
President of Investment Research Brian Nelson dives into questions about why an enterprise free cash flow model is not used for banking and insurance entities, and offers up the idea that we all might be market timers. What do you think? Running time: ~14 minutes.

Dec 24, 2017

I Love Dividends But the Dividend Discount Model is DEAD!
President of Investment Research Brian Nelson gives a plethora of reasons why the dividend discount model is dead and expresses his worries about how it continues to be used academically and professionally. Also included is a discussion about why the weighted average cost of capital, or the WACC, is used in the enterprise free cash flow valuation process, or the free cash flow to the firm process. Running time: ~13 minutes.

Sep 6, 2017

First Harvey, Now Irma
Image Source: NASA Goddard Space Flight Center. NASA Sees Irma Strengthen to a Category 5 Hurricane. This visible light image of Hurricane Irma was captured by NOAA's GOES East satellite as it strengthened to a Category 5 hurricane in the Central Atlantic Ocean on Sept. 5 at 7:45 a.m. EDT (1145 UTC). NASA and NOAA satellites have been providing valuable satellite imagery to forecasters at the National Hurricane Center, and revealed that Hurricane Irma has strengthened to a Category 5 hurricane on Sept. 5 around 8 a.m. EDT (1200 UTC). Credits: NASA/NOAA GOES Project. Hurricane season 2017 has not been kind to insurers.

Feb 14, 2017

#14? You Can’t Control The Market
Image shown: Wall Street Journal front pages from the Financial Crisis -- a reminder that an investor cannot control the markets. Should this be added to the “13 Steps…” piece?

Oct 26, 2016

EVERYTHING DIVIDENDS + 3 TOP IDEAS
The Valuentum analyst team explains the difference between the adjusted Dividend Cushion ratio and its unadjusted counterpart. The success of the Dividend Growth Newsletter portfolio is covered, and Valuentum's top 3 dividend growth ideas are unveiled. ~13 minutes.

May 19, 2016

Part III: Nelson’s Evaluation of Berkshire’s 2015 Annual Report
The last of Nelson’s three-part evaluation of Berkshire’s 2015 Annual Report.

May 24, 2015

Dividend Increases/Decreases for the Week Ending May 22
Below we provide a list of firms that raised their dividends during the week ending May 22. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header.

Mar 27, 2015

Part II: Nelson’s Notes on Berkshire Hathaway’s 2014 Newsletter
Notes from Valuentum’s Brian Nelson on Berkshire Hathaway’s newsletter. Part II.

Sep 2, 2014

The Dividend Dilemma
Remember that you’re putting your hard-earned capital at risk for an income stream. Be sure to keep your guard up.

Jun 22, 2014

Valuentum Economic Castle™ Rating Update
Members should expect the initial Economic Castle™ ratings.

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