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Valuentum Commentary
Jul 30, 2014
Big Pharma Round Up
Let’s take a look at recent quarterly results from Big Pharma. Apr 22, 2014
Big News in Big Pharma
Pfizer is looking to scoop up AstraZeneca, Valeant and Ackman eye Allergan, Eli Lilly and Novartis strike a deal in animal health, and Novartis picks up GSK’s oncology portfolio. Apr 11, 2014
Use a Margin of Safety in This High-Risk Market Environment
The markets swooned during the week of April 11. Investors should remain disciplined. Mar 18, 2014
Focus on Process over Outcome
We wanted to share an excellent piece on the importance of focusing on process over outcome in investing. Dec 24, 2013
The Best Ideas for 2014 and Beyond: Part I
The holiday season brings many joys with your family and friends. It also brings an outline of our favorite ideas for 2014 and beyond. We hope you enjoy the list, and we wish you and your family a very happy holiday! Dec 19, 2013
Highlighting the Fed's Statement Regarding Asset Purchases
Let's run a highlighter through some meaningful commentary from the Fed. Nov 18, 2013
Stock Market Euphoria Continues; Dow Surpasses 16,000, S&P Jumps Above 1,800
Equity valuations are out of whack, but we remain mostly exposed to the market’s fantastic run higher. Oct 29, 2013
Pfizer’s and Merck’s 3Q Performance
Let’s take a look at fundamental performance of Pfizer and Merck during the third quarter. Oct 20, 2013
Third-Quarter Industrial Earnings Support Exposure in Best Ideas Portfolio
A number of industrial firms’ calendar third-quarter earnings are out. Let’s take a look at how our Best Ideas portfolio is well-positioned to capture the strength of underlying trends. Oct 14, 2013
How We're Prepared for the Debt Ceiling Deadline
There are no surprises here… Latest News and Media The High Yield Dividend Newsletter, Best Ideas
Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on
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