Valuentum Exclusive Analysis for the Discerning Investor

The "Luck" and "Randomness" of Index Funds
If the year-to-year performance of active funds relative to index funds can be considered “random,” so then is the year-to-year performance of index funds relative to active funds, regardless of fees and expenses. Image shown: page 1 of 14.

Mar 9, 2018

Toys ‘R’ Us Liquidation News Transient to Toy Makers
Image Source: Hasbro. Another icon from past decades announced that it may have to liquidate. Though we expect the toy makers to experience a transient impact, we don’t expect it to be lasting. Digital entertainment and licensing remains a faster-growing, higher-margin business for them than physical toy sales, and we expect the focus for many toy makers going forward will be on the former, particularly given Disney’s Frozen success.

Dec 19, 2017

Video: Quants! You're NOT Measuring VALUE and Nelson's Theory of Universal Value
President of Investment Research Brian Nelson defines the concept of universal value and shows how quantitative statistical methods are inextricably linked to those of fundamental, financial, business-model related analysis. Value does not exist in respective process vacuums! Value is universal. Find out why. Running time: ~10 minutes.

Dec 9, 2017

Addressing the Intricacies of the Dividend Cushion Ratio
The Dividend Cushion ratio continues to build an impressive track record of warning investors of impending dividend cuts, but it’s not perfect. Let’s examine a few recent cases.

Nov 26, 2017

How to Think About Corporate Tax Reform
Image Source: DonkeyHotey. Donald Trump and team are working hard to “Make America Great Again,” and lowering tax rates on corporations is a key initiative. Nobody knows for sure whether such efforts will come to fruition, but knowing how to use our research and understanding the fair value estimate range puts you ahead of the crowd, if it hasn’t already.

Oct 23, 2017

In August, We “Cut” Position in Hasbro in Dividend Growth Newsletter Portfolio
We still have a small “position” in the emerging licensing giant in the Dividend Growth Newsletter portfolio, having removed 75% of the “stake” in August.

May 4, 2017

Valuentum’s 3 Breakthroughs in the Field of Finance and More
Valuentum's President Brian Nelson pauses for a picture before speaking at the CFA Society of Houston in March 2017. Let’s cover Valuentum’s 3 major breakthroughs in the field of finance. The first one is big and may challenge you to rethink everything you think you know about investing.

Nov 17, 2016

Hit or Miss in the Video Gaming Entertainment Industry
The Valuentum analyst team talks the latest and greatest trends in the video game entertainment industry from tried-and-true titles to the financial positions of the largest players to retail big box and beyond. ~9 mins.

May 4, 2016

There’s No Such Thing as a Perfect Process
Image Source: Kryzysztof. Even the best golfers miss putts sometimes. There is no real excuse for it, all he or she can do is simply put his head down and try his best to hit his next shot as best he can. Similarly, even the Dividend Cushion ratio has missed some dividend cuts, and we’re doing our best to continually step up our game.

Apr 18, 2016

Dividend Giant Hasbro Surges; Raises Dividend 10%+
Image Source: Disney. We continue to be very pleased with the performance of one of the largest holdings in the Dividend Growth Newsletter portfolio.

Valuentum Exclusive Analysis for the Discerning Investor Symbol Keyword

Member Login

Newsletters/Portfolios

Dividend Cushion

Stock Screens

Products & Tools

Value Trap

The Buying Index, VBI

Dividend Changes

Valuentum Exclusive Analysis for the Discerning Investor