Valuentum Exclusive Analysis for the Discerning Investor

Rising Risk Free Rates Threatening Market, Removing CVS and Hanesbrands
The most important variable to keep your eye on, the 10-year Treasury, is rising, and the long-term implications on equity values could be considerable. We don’t think the moves thus far have been too disruptive, but continued concerns over US tax receipts and infrastructure/defense spending could send sovereign yields roaring higher. As fourth-quarter earnings season marches on, let’s take a look at some meaningful recent quarterly reports. We’re also shedding two companies from the simulated newsletter portfolios.

Dec 12, 2017

CVS Health at the Crossroads, Too Much Debt
Image Source: CVS Health. We have been disappointed with the lack progress displayed by CVS Health thus far in 2017. We knew the business was entering into an earnings trough as a result of key contract losses, but recent events have unfolded that, in our view, have lessened the attractiveness of its business model, to a meaningful degree. Let’s talk more about what’s happening at CVS Health, the changing PBM market, Amazon’s threat, and too much leverage. We’re not overreacting, but we’re not happy either.

Oct 31, 2017

CVS Health Under Review – Hit by a Storm of Negativity
Image Source: Mike Mozart. We are putting the fair value estimate of CVS Health under review while we re-evaluate the competitive environment and reassess the company’s appetite for leverage, which could impact dividend health.

Apr 4, 2017

Can Vertex Pharmaceuticals Dominate the Race to Treat Cystic Fibrosis?
Cystic Fibrosis is a rare disease that afflicts an estimated seventy-five thousand patients worldwide. Vertex Pharmaceuticals is the first to market with a combination treatment to treat a portion of the overall patient population. Will Vertex win the race to bring forth a triple therapy to treat the vast majority of those afflicted?

Feb 20, 2017

Dividend Increases/Decreases for the Week Ending February 17
Let's take a look at companies raising/lowering their dividends this week.

Nov 16, 2016

Pharma, Biotech and How to Consider Investing In It
The Valuentum analyst team digs deep into recent trends in big pharma and biotech from the lofty pricing of drugs to political and competitive pressures to ETF considerations and beyond. ~10 mins.

Oct 4, 2016

Apple Pushing for Growth in Healthcare and Corporate IT
Newsletter portfolio holding Apple announced a number of deals that will offer it ancillary growth opportunities, helping combat a recent stigma that its top line is becoming stagnant.

Nov 23, 2014

Dividend Increases for the Week Ending November 21
Let's take a look at dividend increases for the week ending November 21.

Jan 27, 2014

Surveying Fourth Quarter Earnings at Health Care Firms
Though it may be difficult to focus on underlying equity fundamentals in the face of a volatile overall market environment, we think doing so is even more important under such circumstances. Let’s examine our thoughts on fourth-quarter earnings season in the health care space .

Dec 6, 2013

Dividend Increases/Decreases for the Week Ending December 6
Let's take a look at dividend increases/decreases for the week ending December 6.

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Valuentum Exclusive Analysis for the Discerning Investor