Valuentum Exclusive Analysis for the Discerning Investor

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Oct 22, 2020

News Brief: Stay at Home Stocks, REITs, Housing, Oracle, and AT&T
Image: Number of COVID-19 cases reported weekly by WHO Region, and global deaths, 30 December 2019 through 18 October 2020. Source: WHO. The COVID-19 pandemic continues to rage on, though the healthcare community has become more adept at reducing the incidence of death given the many treatments now available to battle the disease. We continue to stay the course with the newsletter portfolios. Many of our favorites include Apple, Microsoft, Facebook, Alphabet, and PayPal, among other moaty, net-cash-rich, free-cash-flow generating powerhouses tied to secular growth trends. Our focus remains on the long haul. The business models of many stay-at-home stocks are solid as they continue to reap the rewards of the accelerated trends of home office use and e-commerce proliferation. Housing-related names are also benefiting as consumers adjust their lifestyles to accommodate a post-COVID-19 world. Many pockets of the economy still remain ill, and the slow fading of the attractiveness of commercial / office / apartment space may rear its ugly head as this new decade continues. As was the case with the department stores, they may hang around for years (decades) with myriad fits and starts, but it will be an uphill battle for REITs operating in these areas. We see little reason to bottom fish in airlines, cruise lines, or fickle mall-based retail, for example, but there may be select opportunities in the restaurant arena with Chipotle and Domino’s. The financials and energy sectors are two areas we continue to avoid, more generally, and they have continued to underperform.

Aug 27, 2020

Earnings Brief: BOX, CRM, WMT, TOL, HD/LOW
Image Source: Toll Brothers. Iron Oak at Alamo Creek, Danville, CA. Let's cover some trends that may emerge out of the COVID-19 pandemic, including accelerated e-commerce proliferation and its impact on brick-and-mortar giants, as well as an increased likelihood of suburban sprawl that may propel some names while leaving others behind.

Nov 3, 2017

Dividend Increases/Decreases for the Week Ending November 3
Let's take a look at companies raising/lowering their dividends this week.

May 5, 2017

Dividend Increases/Decreases for the Week Ending May 5
Let's take a look at companies raising/lowering their dividends this week.

Nov 8, 2016

Podcast: REITs, Interest Rates and Beyond!
The Valuentum analyst team talks REITs and the reasons why REIT investors should pay close attention to changes in Treasury rates. Various secular themes across the data center, healthcare, office, and mall REITs are discussed, and an explanation for the sector's systematically poor raw, unadjusted Dividend Cushion ratios is covered. ~8 mins.

Nov 6, 2016

Dividend Increases/Decreases for the Week Ending November 4
Let's take a look at companies raising/lowering their dividends this week.

May 9, 2016

Dividend Increases/Decreases for the Week Ending May 6
Let's take a look at companies raising/lowering their dividends this week.

Nov 8, 2015

Dividend Increases/Decreases for the Week Ending November 6
Let's take a look at companies raising/lowering their dividends this week.

Aug 10, 2015

Dividend Increases/Decreases for the Week Ending August 7
Let's take a look at companies raising/lowering their dividends this week.