Valuentum Exclusive Analysis for the Discerning Investor

Symbol Keyword

Dec 1, 2017

Dividend Increases/Decreases for the Week Ending December 1
Let's take a look at companies raising/lowering their dividends this week.

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.

Nov 19, 2017

Nelson on Bogle, Part I
Image shown: An example illustrating how the dividend is a component of capital appreciation that otherwise would have been achieved had the dividend not been paid. Such a situation applies to both regular and special dividends. "The kind of commentary that makes broad generalizations about expectations of future returns is exactly why people are so eager to get into passive investment strategies. Since the 1920s, it seems as though the individual investor has assumed the stock market was rigged or impossible for average Joes to figure out, but instead of the "I'll get it next time" mentality that was present leading to the crash of '29, individual investors have "evolved" to the point that now the idea is if you can't beat the market, just buy the whole thing. Leaders like Bogle continue to take tremendous shortcuts in explaining forecasts, leaving the average investor like a student trying to copy math homework off a peer that didn't show his/her work. When the test comes around, and the problem is a bit different, the copier is up a creek." -- The Valuentum Team

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.

Aug 8, 2017

Discovery-Scripps Joining Forces to Take on the Changing Digital Media Landscape
Image Source: Lwp Kommunikáció. Discovery Communications has agreed to acquire Scripps Networks, but will it be enough for the two to remain competitive in the rapidly evolving--and consolidating--media landscape?

Aug 3, 2017

Video: Explaining the Valuentum Buying Index
The Valuentum Buying Index (VBI) stands on the shoulders of giants in finance in uncovering investment ideas.

Jul 11, 2017

ETF Analysis: Consumer Discretionary
Consumer discretionary ETFs may not be a safe bet so late into this period of economic expansion.

Jun 5, 2017

Labor and the Economic Cycle
As we arguably near the “peak” in the business cycle, labor is starting to demand more, a dynamic that we believe is emblematic of the period of aging economic expansion. Let’s have a look at what’s happening in the fight for higher wages.

May 17, 2017

Volatility Spikes, Oh Cisco, the Mighty US Dollar, and More
Image Source: CBOE. Let’s talk about recent market events May 17. There’s a lot going on.

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.