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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

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.
Dec 1, 2017
Shopping for Income Within Retail in a Digital World
Image Source: Mike Mozart. The 2017 holiday shopping season has shown that e-commerce has never been stronger and it will only continue to grow. But there is still potential for income generation among more traditional retailers. Investors must be tremendously discerning in the retail area, however, as margin, and ultimately free cash flow, pressures remain prevalent. We like Walmart, Target, Costco as income ideas in the broader retail space, but TJX Companies and Best Buy may be worth a look, too. We're avoiding the department stores and teen retail like the plague, regardless of their Dividend Cushion ratios.
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 27, 2017
Strategy Versus Tactics in the Best Ideas Newsletter Portfolio
Image Source: Anna & Michal. We made a few tactical tweaks to the Best Ideas 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 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.
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.
Oct 31, 2017
CVS Health Under Review – Hit by a Storm of Negativity
Image Source: Mike Mozart. We are putting the fair value estimate of CVS Health under review while we re-evaluate the competitive environment and reassess the company’s appetite for leverage, which could impact dividend health.
Sep 30, 2017
Amazon Casts a Large Shadow Over the Pharmacy Industry
Image Source:  Mike Mozart. It is our belief the food retailing industry is in the midst of widespread disruption with Amazon’s attempt to break into the supermarket game with its audacious purchase of Whole Foods. The Whole Foods acquisition is not likely to be an isolated one-off event; instead, it may be a harbinger of Amazon’s ambition to break into new markets, thus expanding its overall percentage of retail sales. We update our views on Amazon and how the company may eventually impact newsletter portfolio holding CVS Health.


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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.