Valuentum Exclusive Analysis for the Discerning Investor

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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.

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 25, 2017

Analysis of Marcus Corp (MCS) and Schneider National Trucking (SNDR)
Image Source: Dan. Marcus Corp has done well in establishing itself as a meaningful regional player in the movie theater market, and its ability to outperform the industry in terms of box office results and profitability in its movie theater operations--thanks in part to its solid portfolio of owned real estate--is impressive. However, inconsistent free cash flow generation and a notable debt load give us some reason for pause, as does its weak Dividend Cushion ratio, and we see little valuation opportunity present in shares at this time. Schneider National Trucking operates a broad portfolio of freight transportation and logistics solutions that appear to be positioned well for profitable growth thanks to a diversified customer base, the proliferation of e-commerce, and potential margin-expanding initiatives. We generally prefer the business models of more asset-light peers, however, as the company’s free cash flow generation suffers due to the capital intensity of maintaining of a fleet of owned transportation equipment. We’re expecting ongoing expansion in its cash flow generating capacity, as a result of ongoing cash flow from operations expansion and lower capital spending in the near term, but shares of Schneider are trading firmly in the upper half of our fair value estimate range at the moment.

Jul 27, 2017

Hasbro Hit by Gross Margin, Timing Issues
Shares of Dividend Growth Newsletter portfolio holding Hasbro dropped after the company reported its second quarter earnings. We're watching shares closely.

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.

Mar 24, 2016

Netflix's “Moat” Eroding; Energy Transfer Equity’s Blunder Continues
Bad news hits the wires before the holiday weekend for two highly-followed equities.

Dec 21, 2015

Looking to Trim Apple; Star Wars Mania Continues
We plan to continue to de-risk heading into 2016, and we think Apple is ripe for some profit taking. On an unrelated note, the force remains strong with Star Wars at the box office.

Dec 19, 2014

Stocks Catapult Back To Near All-Time Highs
The markets seemingly are almost completely dependent on what the Fed does or says.

Jun 22, 2014

Valuentum Economic Castle™ Rating Update
Members should expect the initial Economic Castle™ ratings.

Feb 14, 2014

Dividend Increases/Decreases for the Week Ending February 14
Let's take a look at dividend increases/decreases for the week ending February 14.