Valuentum Exclusive Analysis for the Discerning Investor

Energy Pipelines: What a Difference A Few Years Have Made!
Image: Midstream energy companies have significantly improved their free cash coverage of their payouts in recent years. We’ve taken note. Source: Relevant 10-Q filings. We can hardly believe how much better things are looking for midstream pipeline companies these days, particularly as it relates to free cash flow coverage of their payouts, but also as it relates to improved financial transparency. Many midstream MLPs continue to be saddled with huge net debt positions, but what a difference a few years have made! Capital discipline is making their dividends/distributions incrementally more attractive, and we’ve taken note.

Oct 28, 2022

Dividend Increases/Decreases for the Week of October 28
Let's take a look at firms raising/lowering their dividends this week.

Oct 23, 2022

Must Watch: MPT Failures and High Yield Dividend Breakdown Spiral!
Valuentum's President of Investment Research breaks down what went wrong with modern portfolio theory in 2022, and why investors that have been lured into "sucker" yields may have just experienced permanent capital impairment with their retirement savings. A two-part video series.

Jul 29, 2022

Dividend Increases/Decreases for the Week of July 29
Let's take a look at firms raising/lowering their dividends this week.

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.

Jan 28, 2022

Dividend Increases/Decreases for the Week January 28
Let's take a look at companies that raised/lowered their dividend this week.

Oct 29, 2021

Dividend Increases/Decreases for the Week October 29
Let's take a look at companies that raised/lowered their dividend this week.

Jul 30, 2021

Dividend Increases/Decreases for the Week July 30
Let's take a look at companies that raised/lowered their dividend this week.

Apr 23, 2021

Dividend Increases/Decreases for the Week April 23
Let's take a look at companies that raised/lowered their dividend this week.

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Valuentum Exclusive Analysis for the Discerning Investor