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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Jan 9, 2012
Despite Market Uncertainty, Our Best Ideas Portfolio Continues to Widen Outperformance
The portfolio in our Best Ideas Newsletter is now outpacing the S&P 500 (SPY) by over 20 percentage points through January 7, 2012. View an interim-issue snapshop of our performance.
Dec 23, 2011
Yahoo Mulls Asian Asset Swap; Risk Remains to the Downside
Yahoo reportedly has plans to engage in a tax-free asset swap with its Asian assets. We think the move, if completed, will shore up the firm's finances. However, long-term investors can find better firms in the Internet sector than the beleaguered search-engine company.
Dec 21, 2011
Nike’s Second Quarter Results Were a Mixed Bag; Valuation Unchanged
Nike posted mixed second-quarter results, and pressures mount for athletic apparel makers to deliver on pricing as inventory costs continue to rise.
Dec 16, 2011
Honeywell, United Tech See Strength in Emerging Markets; No Global Recession in 2012
Honeywell and United Technologies issued their respective 2012 outlooks, and both mentioned concerns in China and Europe but continued strength in emerging markets. Importantly, both bellwethers are looking for global economic expansion next year.
Dec 15, 2011
First Solar Falls Again
We dig into the details on one of our put-option candidates.
Dec 15, 2011
Valuentum's December Edition of Its Best Ideas Newsletter
The December edition of our Best Ideas Newsletter is now available.
Dec 12, 2011
Intel Reduces Fourth-Quarter Revenue Forecast on Supply Chain Disruptions
Intel lowered its fourth-quarter revenue and gross margin outlook, blaming hard disk drive supply shortages from the recent flooding in Thailand. We'll be looking to add to our position in our Best Ideas Newsletter on any significant weakness in the price of the firm's shares, as its total return potential is among the best on the market today.
Dec 12, 2011
As We Predicted, Ford Reinstates a Quarterly Dividend
Best idea Ford has reinstated its quarterly dividend, making its total return potential even more attractive.
Dec 9, 2011
Do Not Take DuPont's Downward Revision Lightly; Signals Fourth-Quarter Earnings Season May Disappoint
DuPont lowered its fourth-quarter earnings guidance on the heels of weaker-than-expected demand in the consumer electronics and housing markets. We are not taking this revision lightly and may start raising some cash in our Best Ideas portfolio in anticipation of a generally lower-than-expected fourth-quarter earnings season.
Dec 9, 2011
Chipmakers Face Weaker Demand; Texas Instruments, Lattice Semi, and Altera Cut Fourth-Quarter Guidance
There have been a plethora of guidance revisions in the chip space in the past couple of days, suggesting broad-based weakness, with the exception of chip demand for wireless applications (smartphones). We're not making any changes to our fair values for companies in the semiconductor space at this time and maintain that Intel is our favorite idea in the group.


The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on this website are for information purposes only and should not be considered a solicitation to buy or sell any security. The sources of the data used on this website are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. Valuentum is not responsible for any errors or omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a registered investment advisor and does not offer brokerage or investment banking services. Valuentum, its employees, and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.