Valuentum Exclusive Analysis for the Discerning Investor

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Oct 19, 2022

New Payment Option! Valuentum Research Update!
We're excited to say that we're adding additional payment flexibility at Valuentum. Many members have expressed interest in paying via other providers, and we have added Square to the mix. You can use credit or debit card or bank (ACH) to pay via invoice. With all of the goings-on in the financial technology and payments space, we wanted to continue to provide members options to pay their memberships how they want and through who they want. You can always reach out to us at info@valuentum.com.

Sep 7, 2022

Korn Ferry’s Stock Helps Diversify Best Ideas Newsletter Portfolio
Image Shown: Within the realm of the global consulting industry, Korn Ferry’s revenues are well-diversified in terms of both the geographic markets and industries it caters to. We like shares of Korn Ferry as an idea in our Best Ideas Newsletter portfolio. Image Source: Korn Ferry – First Quarter of Fiscal 2023 IR Earnings Presentation. We continue to be big fans of Korn Ferry and view its growth outlook quite favorably. The company’s pivot towards digitally providing its services combined with its pristine balance sheet has resulted in a rock-solid business model that can withstand the various exogenous shocks seen of late, from inflationary pressures to supply chain hurdles to labor shortages to rising geopolitical tensions across the globe. Korn Ferry’s capital appreciation upside potential remains substantial, and while the stock is facing pressure following the report, we still like shares as an important diversifying presence in the simulated Best Ideas Newsletter portfolio.

Sep 5, 2022

Valuentum: Now Bearish, We’ve Been Here Every Step of the Way
It’s easy to lose sight of the tremendous value that a Valuentum subscription provides during down markets, but we’ve been here for you every step of the way. 2019, 2020, and 2021 were fantastic years, and the simulated Best Ideas Newsletter portfolio and simulated Dividend Growth Newsletter portfolio have delivered in 2022. The High Yield Dividend Newsletter portfolio is holding up nicely, and ideas within the Exclusive publication continue to boast impressive success rates. Members continue to receive options ideas to bet directionally on the stock market, and the book Value Trap has been true to its efforts, showcasing the ongoing benefits of forward-looking analysis. [Given the change in opinion following the publishing of the August edition of the Best Ideas Newsletter, please be sure to check www.Valuentum.com for Valuentum’s latest.]

Sep 1, 2022

Nelson: Executing the Valuentum Strategy
Video: Valuentum's President Brian Nelson, CFA, explains why he's turned bearish on the equity markets after a great bull run. In this 8-minute video, learn about the fantastic returns of the stock market the past three years, and how the Valuentum way has cushioned the market decline in 2022. Watch now to learn about the textbook execution of the Valuentum strategy and more!

Aug 27, 2022

Video: We Expect A Huge Market Flush! Looking to "Raise" Incremental Cash
Video: Valuentum's Brian Nelson, CFA, breaks down the current market environment, highlighting reasons for the poor market sentiment driven by "tapped out" consumers and investors alike. He expects a big market "flush," and a challenging next couple years but remains a big fan of stocks for the long haul. Valuentum continues to seek to "raise" incremental cash in the simulated newsletter portfolios as it prepares to weather the storm. Video length: ~10 minutes.

Aug 19, 2022

Nelson: The 16 Most Important Steps To Understand The Stock Market
Image Source: Tim Green. We outline the '16 Most Important Steps to Understand the Stock Market.' We think it's important to take a read of these key stock market tenets when things are going great -- and perhaps even more important when things aren't going your way. This continues to be a working document.

Jul 11, 2022

Valuentum's Unmatched Product Suite
We continue to be huge believers in the concept of enterprise valuation, which emphasizes the key cash-based sources of intrinsic value--net cash on the balance sheet and strong and growing future expected free cash flows. Meta Platforms, Inc. and Alphabet Inc. remain two of the most underpriced ideas on the market today, and we remain huge fans of their tremendous long-term investment prospects.

Jul 4, 2022

Nelson: I Have Been Wrong About the Prospect of Near-Term Inflationary-Driven Earnings Tailwinds
"Though I have been clearly wrong on my near-term thesis for inflation-driven earnings expansion, we still did great sorting through investment idea considerations. Through late June, for example, the simulated Best Ideas Newsletter portfolio has generated 4-5 percentage points of alpha relative to the S&P 500, as measured by the SPY. The simulated Dividend Growth Newsletter portfolio is down only modestly this year, also performing better than traditional benchmarks. The simulated High Yield Dividend Newsletter is generating “alpha” against comparable benchmarks, and the Exclusive publication continues to deliver, with both capital appreciation ideas and short idea considerations generating fantastic success rates. ESG and options-idea generation have also been great. With all this being said, in the long run, I believe nominal earnings will expand rapidly from 2021 levels, which is why I remain bullish on stocks. I believe markets tend to overestimate earnings in the near term and underestimate them in the long run. The intelligent investor knows, too, that the most money is made during recessions and bear markets, where steady reinvestment and dollar cost averaging help to better position portfolios for higher returns over the longer run. The newsletter portfolios are well-positioned for continued “outperformance,” in our view, and while we may make a few tweaks to them, we’re not making any material changes at this time."

Jun 24, 2022

Best Idea Korn Ferry Enters New Fiscal Year on a High Note
Image Shown: Best idea Korn Ferry posted a stellar fourth quarter of fiscal 2022 earnings report with several of its core financial metrics reaching all-time highs. The firm also issued out favorable near term guidance in conjunction with its latest earnings update. We continue to be huge fans of the global management consulting firm. Image Source: Korn Ferry – Fourth Quarter of Fiscal 2022 IR Earnings Presentation. On June 22, global management consulting firm Korn Ferry reported fourth quarter earnings for fiscal 2022 (period ended April 30, 2022) that smashed past both consensus top- and bottom-line estimates. The firm also raised its dividend 15% sequentially to $0.15 per share or $0.60 on an annualized basis in conjunction with its earnings update, good for a forward-looking yield of ~1.1% as of this writing. Korn Ferry’s dividend growth story offers incremental upside to its substantial capital appreciation potential. We include Korn Ferry as an idea in the Best Ideas Newsletter portfolio and our fair value estimate sits at $86 per share, with the lower end of our fair value estimate sitting at $69 per share. As of this writing, shares of KFY are trading well below the low end of our fair value estimate range.

Jun 14, 2022

Best Idea Korn Ferry Supported by Stellar Financials
Image Shown: Korn Ferry put up tremendous performance in the quarter ended January 2022 and provided favorable near term guidance in conjunction with its fiscal third quarter earnings update. We include Korn Ferry in our Best Ideas Newsletter portfolio. Image Source: Korn Ferry – Third Quarter of Fiscal 2022 IR Earnings Presentation. The global organizational consulting firm Korn Ferry is included in the Best Ideas Newsletter portfolio and we continue to be huge fans of the name. Korn Ferry is a tremendous free cash flow generator with a stellar business model. The differentiated nature of its offerings provides Korn Ferry with ample pricing power, allowing it to preserve its margins in the face of major inflationary headwinds. Korn Ferry is supported by a nice net cash position and its underlying financial performance has been aggressively trending in the right direction.