Valuentum Exclusive Analysis for the Discerning Investor

Symbol Keyword

Aug 4, 2024

What to Do During This Market Selloff
In short, nothing.

Aug 2, 2024

Dividend Increases/Decreases for the Week of August 2
Let's take a look at firms raising/lowering their dividends this week.

Aug 1, 2024

In the News: MO, META, QCOM, PSA, ALB
Image Source: Meta Platforms. Altria's improved performance will be weighted to the second half of 2024. Meta Platforms remains a free cash flow generating powerhouse. Qualcomm's free cash flow has been impressive as well. Public Storage cut its funds from operations (FFO) outlook on weak customer move-in rents driven by the competitive environment, while Albemarle continues to suffer from reduced lithium market pricing.

Jul 26, 2024

Dividend Increases/Decreases for the Week of July 26
Let's take a look at firms raising/lowering their dividends this week.

May 31, 2024

Dividend Increases/Decreases for the Week of May 31
Let's take a look at firms raising/lowering their dividends this week.

Apr 8, 2024

What Is Gold Really Worth?
Image: Gold prices have surged since 2020, and they recently hit an all-time high. What is the yellow metal really worth? Let's discuss the greater fool characteristics of the price of gold.

Mar 22, 2024

Dividend Increases/Decreases for the Week of March 22
Let's take a look at firms raising/lowering their dividends this week.

Mar 15, 2024

Dividend Increases/Decreases for the Week of March 15
Let's take a look at firms raising/lowering their dividends this week.

Mar 5, 2024

Alphabet or Microsoft in Artificial Intelligence with Respect to Search? We Like Both
Image Source: SEO. It’s very likely that, if Google search is eventually disrupted, much of the disruption would come from Microsoft given its deep pockets and existing search engine Bing. We continue to include both Alphabet and Microsoft in the Best Ideas Newsletter portfolio as a hedge in this regard. If any share shifts do occur away from Google search, they’ll likely accrue to Microsoft, and with both Alphabet and Microsoft large components of big cap tech and the stylistic area of large cap growth, considering the Schwab Large Cap Growth ETF may be worthwhile. We like both Alphabet and Microsoft and view any share shifts as net neutral to our exposure in the Best Ideas Newsletter portfolio.

Feb 25, 2024

We Remain Bullish; Is This 1995 – The Beginning of a Huge Stock Market Run?
Image: Large cap growth stocks have trounced the performance of the S&P 500, REITs, and bonds since the beginning of 2023. We expect continued outperformance in this area of the market. We’re now roughly four years past the depths of the COVID-19 meltdown, where equities collapsed in February and March of 2020. As the markets began to recover through 2020, our long-term conviction in equities only grew stronger. We think the biggest risk for long-term investors remains staying out of the market on the basis of what could be considered stretched valuation multiples. As we outlined heavily in the book Value Trap, valuation multiples hardly tell the complete story about a company and often omit key long-term earnings growth, cash flow dynamics, and balance sheet health considerations. We remain bullish on equities for the long haul, and we think the next couple years will be incredibly strong. Our best ideas can be found in the Best Ideas Newsletter portfolio, Dividend Growth Newsletter portfolio, High Yield Dividend Newsletter portfolio, ESG Newsletter portfolio, and via the Exclusive publication as well as options idea generation.