Valuentum Exclusive Analysis for the Discerning Investor

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Mar 29, 2024

Latest Report Updates
Check out the latest report updates on the website.

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.

Feb 21, 2024

Market Darling Nvidia Delivers in Fiscal Fourth Quarter
Image: Nvidia has been a market darling, and the company did not disappoint in its fourth-quarter fiscal 2024 report. We like what we’re seeing at Nvidia these days, and what it implies for big cap tech and large cap growth, and we expect ongoing strength at the company. Competition from AMD and others is looming, but Nvidia continues to capture the lion’s share of AI investment at this time, and that will likely continue for some time yet. Speculative investors have made a bundle on Nvidia during the past 12-18 months, but we’ve been quite satisfied with the performance of Best Ideas Newsletter portfolio holding, the Technology Select Sector SPDR, which includes Nvidia as one of its top three holdings. Nvidia’s shares are showing strength after the quarterly report.

Feb 9, 2024

Earnings Roundup: PEP, DIS, ARM, PM
Image Source: Arm Holdings. Pepsi issued an outlook for 2024 that came in lower than what the Street was expecting, but we like the diversification of having a strong brand entity such as Pepsi in the Best Ideas Newsletter portfolio. Disney is working hard to get back on track, and cost-cutting efforts have significantly helped its free cash flow generation. The firm is buying back stock, too, and recently upped its semi-annual dividend payout by 50%. Arm Holdings plc surprised the market in a big way, sending shares almost 50% higher following the report. The company's lucrative royalty business model and attractive exposure to artificial intelligence has investors extremely excited. Philip Morris is targeting strong organic revenue growth in 2024 thanks in part to Zyn growth, and we like the strong foundation that its free cash flow provides in supporting its dividend.

Feb 6, 2024

Palantir’s Fourth-Quarter Results Showcase Strong Trends in Artificial Intelligence
Image: Palantir’s revenue continues to march higher, and the company’s performance continues to showcase the growing strength in artificial intelligence. Source: Palantir. We liked Palantir’s quarterly results, but we wanted to bring to members’ attention the commentary surrounding artificial intelligence [AI]: "Our results reflect both the strength of our software and the surging demand that we are seeing across industries and sectors for artificial intelligence platforms, including large language models, that are capable of integrating with the tangle of existing technical infrastructure that organizations have been constructing for years...The demand for large language models from commercial institutions in the United States continues to be unrelenting. Every part of our organization is focused on the rollout of our Artificial Intelligence Platform (AIP), which has gone from a prototype to a product in months. And our momentum with AIP is now significantly contributing to new revenue and new customers."

Jan 19, 2024

Latest Report Updates
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Jan 8, 2024

Thinking Slow: 3 Research Blind Spots That Changed the Investment World
Image Source: EpicTop10.com. We have to be on high alert about how our minds work. PBS recently delivered a four-part series examining how easily our minds are being hacked, and why it is so important to "think slow." When it comes to the active versus passive debate, does the analysis suffer from parameter risk? With respect to empirical, evidence-based analysis, does the analysis have the entire construct wrong? When it comes to short-cut multiples, are we falling into the behavioral trap of thinking on autopilot?

Jan 6, 2024

In the News: Apple, Nvidia, ANSYS
The first week of trading in the new year wasn't very welcome, but we think it is far too early to draw any conclusions about how the rest of the year will be. The Dow Jones Industrial Average, S&P 500, and NASDAQ faced selling pressure in the first week due in part to investors waiting until the new year to book the huge gains garnered during 2023. The market continues to digest critical employment data, as it watches movements in the 10-year Treasury closely, a key benchmark rate for asset pricing that now stands just north of 4%. Many bulls are saying 2024 may be a difficult year after the worst start in the S&P 500 for a new year since 2008, but we remain bullish on our positioning in the newsletter portfolios.

Dec 23, 2023

12 Reasons to Stay Aggressive in 2024
From outperforming simulated newsletter portfolios to fantastic success rates in the Exclusive publication to option ideas and great income-oriented ideas and beyond, we continue to deliver across our simulated newsletter suite as our latest video outlines. It’s hard to know exactly what 2024 will bring in terms of a market return, but the internals of the stock market and the U.S. economy look great to us. The new bull market we’re in could last for years, and as a result, we are staying aggressive with many of our new ideas as we look to benefit from these favorable trends.

Dec 14, 2023

Brief Note: Just How Good Has Our Stock Selection Been?
Has anyone really done better than this? We hope you have benefited greatly!