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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for
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Latest
Valuentum Commentary
Mar 14, 2014
E-commerce Remains in Secular Expansion
This isn’t ‘new’ news, but we trust you’re capitalizing on it. Feb 26, 2014
Carl Icahn Keeps Pressure on eBay’s Board; Shares Continue to Rally
We think Carl Icahn’s involvement in eBay is a positive development for shareholders. Feb 24, 2014
Carl Icahn’s Open Letter to eBay Shareholders Sends Stock Higher
We like that Carl Icahn continues to push the market toward evaluating eBay on a sum-of-the-parts basis. We think shares remain significantly underpriced. Jan 23, 2014
Investors Will Continue to Be Rewarded in eBay; If Nothing Else, Icahn’s Entrance Will Drive an Upward Re-Valuation of the Equity
We don’t think it much matters whether PayPal is spun-off or not, especially now that attention has been brought to eBay’s significant underpricing on a consolidated basis. This action alone may be enough to drive rapid price-to-fair value convergence. Dec 27, 2013
Quiet Trading This Week
Let’s discuss a few news items during this very quiet week of trading. 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 3, 2013
Cyber Monday Online Sales Rocketed Higher; Mobile Growth Spectacular
We continue to like what we see with respect to online consumption. Dec 1, 2013
Great Early Holiday Sales Read for Best Ideas Portfolio Holdings
eBay and Apple may have been the biggest fundamental winners during Thanksgiving and Black Friday. Nov 25, 2013
E-commerce Exposure Still Makes Sense
The consumer continues to spend more money online, and we like our exposure to this secular trend in our Best Ideas portfolio. Oct 18, 2013
Facebook: The New Internet?
Let’s take a look at what we think Facebook might be in a decade or so. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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