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.

Dec 17, 2017

Dividend Increases/Decreases for the Week Ending December 15
Let's take a look at companies raising/lowering their dividends this week.

Dec 8, 2017

Video: Backwards, Forwards, Frameworks, Boeing/GE, and Methodology
President of Investment Research Brian Nelson talks about the tragedy of the investment business in using backward-looking information, the absurdity of making prognostications about stock market returns, market sentiment through the price of Boeing, applying future forecasts and predicting dividend cuts with GE, and why Valuentum's methodology makes sense for long-term investors.

Dec 5, 2017

Video: North Korea, Indexing, and ETFs
President of Investment Research Brian Nelson talks about the non-zero probability of nuclear war, lofty equity market valuations, the impact of ultra-low interest rates, the Bitcoin phenomenon, the importance of paying attention to financial adviser fees, as well as the pitfalls when it comes to assigning styles to ETFs. Running time: ~11 minutes.

Nov 29, 2017

Strategy Versus Tactics in the Dividend Growth Newsletter Portfolio
Image Source: fauxto_digit. We made a few tactical tweaks to the Dividend Growth Newsletter portfolio during 2017. Let’s walk through them, and how we’re out to win the war, not win every battle.

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 21, 2017

A “Terrible” Negative Alpha-Generating “Trade” and More
Let’s walk through some of the news before the Thanksgiving holiday, and one of the bigger missteps we made during 2017.

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

Nov 17, 2017

How Have Our Best “Dividend Growth Ideas” Performed During 2017?
We wrote recently about how well the top-weighted ideas in the Best Ideas Newsletter portfolio have performed during 2017, but what about the top-weighted ideas in the other newsletter portfolio, the Dividend Growth Newsletter portfolio? How have they performed during 2017? Please tell us you know how well the top-weighted ideas have been performing.

Sep 25, 2017

Boeing, Visa Top Dow Performers Thus Far in 2017
Image Source: Ken Mist. Two of our favorite ideas have been leading the pack.