Valuentum Exclusive Analysis for the Discerning Investor

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Jul 11, 2023

NextEra Energy Expects 10% Annual Dividend Growth
Image Source: Nextera Energy. We think the utility sector is generally overrepresented in many dividend-oriented and income-producing portfolios, but we think NextEra Energy is a good fit for the well-diversified ESG Newsletter portfolio given its vast renewable resource assets. Shares of Nextera Energy have fallen more than 20% since the beginning of 2022, while the Utilities Select Sector SPDR Fund ETF is down more than 8% over the same time period. Shares of Nextera Energy yield ~2.6%.

Dec 27, 2022

Exclusive Call: What To Expect From Valuentum in 2023
Video: 2022 was a successful year by almost every measure from the simulated Best Ideas Newsletter portfolio and simulated Dividend Growth Newsletter portfolio to the simulated High Yield Dividend Newsletter portfolio and Exclusive publication and beyond. There were some disappointments in 2022, of course, but the year showed the value of a Valuentum membership. Join President of Investment Research Brian Nelson on this year's Exclusive conference call to learn what to expect from Valuentum in 2023. Cheers!

Oct 30, 2022

Something New!
Hi everyone: To stay true to our mission, you'll find something new regarding our methodology. In the coming weeks, you'll see this table in our work going forward.

Oct 27, 2022

VBI Ratings Not as Impressive As We Would Have Liked in 2022
Image: How the VBI rating system has ranked equities so far this year. At Valuentum, we use the Valuentum Buying Index (VBI) to source ideas into diversified simulated newsletter portfolios, and the VBI may be most applicable to the simulated Best Ideas Newsletter portfolio, where we generally like to include ideas when they register a high VBI rating and remove them when they register a low VBI rating. We always use the VBI in a portfolio setting and never by itself. Let's talk more about the VBI rating system in this work.

Oct 19, 2022

New Payment Option! Valuentum Research Update!
We're excited to say that we're adding additional payment flexibility at Valuentum. Many members have expressed interest in paying via other providers, and we have added Square to the mix. You can use credit or debit card or bank (ACH) to pay via invoice. With all of the goings-on in the financial technology and payments space, we wanted to continue to provide members options to pay their memberships how they want and through who they want. You can always reach out to us at info@valuentum.com.

Aug 28, 2022

We've Suspended Coverage of Stocks in the Disruptive Innovation Industry
Image Source: Virgin Galactic. --- We've suspended coverage of stocks in the 'Disruptive Innovation' industry. Order the Exclusive publication to gain access to idea generation that covers some of the most innovative stocks. As a member to the Exclusive publication, you'll receive one income idea, one capital appreciation idea, and one short idea consideration each month! --- The ‘Disruptive Innovation’ industry is unique in almost every way. The companies included don’t necessarily share a similar traditional industry or sector make-up, but they do share one big thing in common: They continue to disrupt the traditional way of doing things. Carvana is changing how consumers buy used cars, Roku is leading the streaming charge against linear TV, Teradyne's industrial robotics technology is fascinating, Beyond Meat is working to alter the substance of the meat products industry, Virgin Galactic wants to make spaceflight accessible for private individuals, Uber is changing how we think about getting from point A to point B through ridesharing, Penn National is aggressively expanding into sports betting with its investment in Barstool Sports, CRISPR Therapeutics' revolutionary gene-editing technology may offer a path to curative solutions for the worst diseases, Wayfair is disrupting how we buy home goods, ETSY is carving out a niche online marketplace in craft items, while Zoom Video has come of age during the outbreak of COVID-19. Others included in this list of stock reports have been around for a while, but are still innovating to meet customer needs. Monster Beverage continues to reinvent the energy drink market, Boston Beer has found new life with its portfolio of new brands, and even GameStop is seeking to find its place after the meme-stock frenzy. There are other companies in this industry and sure to be many more added in the future.

Aug 19, 2022

Nelson: The 16 Most Important Steps To Understand The Stock Market
Image Source: Tim Green. We outline the '16 Most Important Steps to Understand the Stock Market.' We think it's important to take a read of these key stock market tenets when things are going great -- and perhaps even more important when things aren't going your way. This continues to be a working document.

Jul 7, 2022

2022 Oil & Gas Market Update: “The Outlook for Crude Oil Prices Remains Quite Bullish”
In our view, the outlook for crude oil prices remains quite bullish which in turn should enable Chevron and Exxon Mobil, two of our favorite newsletter portfolio ideas, to churn out “gobs” of free cash flow over the coming quarters. Additionally, both Chevron and Exxon Mobil have substantial exposure to natural gas prices, in part through their enormous LNG export facilities in Australia, which should further support their cash flow generating abilities. We will caution here that a key downside risk the global energy complex faces is potential demand destruction as consumers adjust their lifestyles accordingly to reduce their energy and fuel bills. With that in mind, we have yet to see energy demand falter in a meaningful way, though we are keeping a close eye on the state of the global economy.

Jun 1, 2021

ICYMI -- Video: Exclusive 2020 -- Furthering the Financial Discipline
In this 40+ minute video jam-packed with must-watch content, Valuentum's President Brian Nelson talks about the Theory of Universal Valuation and how his work is furthering the financial discipline. Learn the pitfalls of factor investing and modern portfolio theory and how the efficient markets hypothesis holds little substance in the wake of COVID-19. He'll talk about what companies Valuentum likes and why, and which areas he's avoiding. This and more in Valuentum's 2020 Exclusive conference call.

May 4, 2021

Video: Apple’s Cash Based Sources of Intrinsic Value and Dividend Health
Image Shown: Inside an Apple store. Source: Valuentum. Video shown: Valuentum's President Brian Nelson walks through Apple's financial statements to explain the cash-based sources of intrinsic value and how net cash on the balance sheet and future expected free cash flow are key sources of dividend health. This 10-minute video clip is part of a 3+ hour presentation on financial statement analysis provided in April 2021.