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Valuentum Commentary
Apr 16, 2019
Latest Channel Checks at Malls…Scary
We know malls come and go, and location is everything, but our latest visit to a few malls in the Chicagoland area leave us scratching our heads in a big way. One was eerily empty. Jun 22, 2018
Internet Sales Taxes and Restructuring the U.S. Post Office
The Supreme Court has been active in creating revenue opportunities for states, as in legalizing sports betting and most recently in facilitating the collection of online sales taxes. The White House has floated the idea of reorganizing the U.S. Postal Service, but we think this endeavor represents more of a tail risk for Stamps.com than anything else. Though we expect smaller online retailers to feel some pressure as a result of the online sales tax ruling (Amazon already collects online sales taxes), we don’t think the ruling, while leveling the playing field for some brick-and-mortar retailers, will change the fate of many aging department stores such as J.C. Penney and Sears, both of which may not make it to the other side of the next downturn with shareholder capital intact. Nov 10, 2017
Could Sally Beauty Become Amazon’s “Whole Foods” Foray into Beauty Supply?
Image Source: Sally Beauty. “The Amazon Effect” on traditional retail is not a new development, but there are some pockets of retail that were believed to be impenetrable by the e-commerce giant. We’re beginning to see that such a notion may have been nothing short of wishful thinking. Jul 2, 2017
Prepared Remarks From Nelson Exclusive Conference Call June 30
Read President of Investment Research Brian Nelson's prepared remarks for the yearly roundup conference call, held for Nelson Exclusive members. Jun 16, 2017
Amazon To Buy Whole Foods: Not Creative Destruction, Just Destruction
Image Source: Mike Mozart. Amazon announced plans to buy Whole Foods. We’re viewing the news as affirmation of our decision to stay largely away from retail exposure in the newsletter portfolios. We think a bidding war for Whole Foods is possible, mostly to keep it and its real estate out of the hands of Amazon, potentially setting up for a true “winner’s curse” scenario. The winner will overpay. May 20, 2017
Walmart Comes Roaring Back; Target Is Still Suffering
Image Source: Mike Mozart. Walmart and Target have taken a few body blows from Amazon, but the fight is far from over. Walmart is executing much better than Target at the moment. May 4, 2017
Valuentum’s 3 Breakthroughs in the Field of Finance and More
Valuentum's President Brian Nelson pauses for a picture before speaking at the CFA Society of Houston in March 2017. Let’s cover Valuentum’s 3 major breakthroughs in the field of finance. The first one is big and may challenge you to rethink everything you think you know about investing. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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