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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Latest Valuentum Commentary

Jan 31, 2019
Altria’s Sprawling Business to Underperform Long-Term Bottom-Line Target in 2019
Image Source: Melanie Tata.  Altria’s business has grown increasingly complex recently as it has levered up to add exposure to new growth opportunities. We don’t find the convoluted company attractive, even after considering its lofty yield, and its core cigarette business continues to face material industry-wide volume declines.
Dec 21, 2018
Parting with Altria on News of Stake in JUUL
Image shown: Altria's performance during the past couple years.Tobacco giant Altria is working to expand its long-term growth potential away from the secular decline in cigarette volumes via an investment in the leading US e-cigarette company. Unfortunately, we think its large investment in JUUL has put the pace of its dividend growth at risk, and we’re parting with this long-term winner in both simulated newsletter portfolios. We’re also putting Altria’s fair value estimate under review, and we expect to lower it materially in an updated report to be published after the holidays. Technical weakness has also put a damper on our excitement.
Dec 7, 2018
In the News: OPEC Production Cut Agreement, Jobs and Consumer Sentiment, and Altria Gets in the Pot Game
Let’s take a look at some major headlines. Topics include OPEC’s production cut, the recent jobs and consumer sentiment reports, and Altria’s investment in a marijuana company.
Oct 4, 2018
Constellation Sets Optimistic Tone, Outlines Cannabis Opportunity
Image Source: Constellation Brands. The producer of beer, wine and spirits reported excellent second quarter fiscal 2019 results and described cannabis as a “once-a-century disruptive market transition.” Without a doubt, the opportunity in cannabis looks tremendous, but the landscape is fast-evolving. We think Constellation will be a long-term winner in the space, but outsize profits in cannabis may be tough to come by initially.
Aug 23, 2018
In the News: Pot, Pop, and Pricing Wars
Let’s take a look at some of the hottest topics around the markets.


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