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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.
Latest Valuentum Commentary

Mar 28, 2018
PCSK9 Woes Weigh on Amgen and Regeneron
Image shown: Amgen and Regeneron have both meaningfully trailed the market since October of 2017. The robustness of the clinical pipeline offers an important clue regarding the health and vitality of a biotech/pharma company, as the clinical pipeline is critical towards maintaining and growing the top line. One of the most promising, and dare-we-say, overhyped new treatments to enter the market is the PCSK9 cholesterol-lowering agents, with Amgen and Regeneron leading the pack. Let’s discuss the results of Regeneron’s treatment along with a discussion of the path forward for the treatment.
Mar 13, 2018
Our Ideas Are Performing Awesome So Far in 2018!!! 6 of the Top 7 of the Dow!
We’ve done a fantastic job identifying some of the top performers in the Dow Jones Industrial Average during 2018 (6 of the top 7!), but to be fair, a couple haven’t panned out that well either. In any case, we couldn’t be more pleased with the simulated newsletter portfolio ideas.
Mar 12, 2018
The "Luck" and "Randomness" of Index Funds
If the year-to-year performance of active funds relative to index funds can be considered “random,” so then is the year-to-year performance of index funds relative to active funds, regardless of fees and expenses. Image shown: page 1 of 14.
Feb 22, 2018
Johnson & Johnson in Transition Mode
Image Source: Johnson & Johnson. Shares of Johnson & Johnson have performed well since being added to both the simulated Best Ideas Newsletter portfolio and simulated Dividend Growth Newsletter portfolio. We continue to be impressed with the depth of the clinical pipeline as Johnson & Johnson has an appealing mixture of mature and early-stage products that power the portfolio. Let’s examine the three main franchises of the portfolio to gain a better understanding of the depth of Johnson & Johnson’s Pharmaceutical division.
Feb 18, 2018
Subscribe: The Nelson Exclusive Is Simply One of a Kind
“I think the Nelson Exclusive publication is worth far more than what we charge for it, and we’re making it even better.”
Jan 28, 2018
Our Overview on Merck in Light of Recent Clinical Events
Image Source: Merck. Clinical data reads can have an outsize impact on the fortunes of the research-based pharma industry, irrespective of the size of the organization. We came away very impressed with the recent release from Merck and felt a timely overview of the various pharmaceutical products developed by the company would be of value to readers.
Jan 23, 2018
Bioverativ’s Takeout, Visa’s Surge, and General Electric’s Pain
From Bioverativ’s takeout to Visa’s stock price surge to General Electric’s continued pain, there’s a lot going on in the stock market. Let’s cover some ground.
Jan 23, 2018
GlaxoSmithKline: Not All Dividends Are Created Equal
Many seeking ideas to generate dividend income may be drawn to slow-growing entities with large dividend yields. However, without proper examination of the balance sheet and competitive position, an investor may enter a position banking on a steady dividend stream only to be caught by a sudden cut in the dividend. It is growing increasingly likely that GlaxoSmithKline may be ready to sacrifice the dividend on the altar in the name of additional M&A, in our view.
Jan 10, 2018
The New Theorem of the Stock Market
Image Source: Value and Momentum Within Stocks, Too (Valuentum). Learn about the new theorem of the stock market.
Jan 8, 2018
Mutual Fund Tragedy, ROE, and the Time Horizon
Comparisons between growth versus value stocks may never go away, but President of Investment Research Brian Nelson explains why you should know better than to think stocks can easily be divided up as such. He talks about this, as well as the pitfalls of ROE (return on equity) and how to think about the time horizon. Running time: ~10 minutes.


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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.