Member LoginDividend CushionValue Trap
|
Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for
any changes.
Latest
Valuentum Commentary
Oct 13, 2016
Apple V. Samsung
Image Source: Lr43_L1000009. Rivals Apple and Samsung have been butting heads since the dawn of the smartphone market, but Samsung’s latest string of miscues have it facing an uphill battle. Oct 6, 2016
The “Uninvestable” Twitter and Netflix Buoyed By Takeout Chatter
Twitter and Netflix have found themselves making headlines lately as a result of takeover rumors. We think both firms are “uninvestable,” mostly due to the wide range of fair value outcomes associated with their respective business models. Sep 12, 2016
The Quiet Analyst Speaks
Image: Mailslot for Cantor Fitzgerald, on the top floors of the WTC. The mailslot was located in a post office near the WTC site. The mailslots are with the Smithsonian Institution. Travis Wise. Let's get caught up... Aug 25, 2016
GAAP or Non-GAAP, No Matter -- It's Free Cash Flow
Image Source: Christopher. Accounting representation of earnings per share, whether GAAP or non-GAAP, is not as important to the valuation context as future free cash flow. Let's talk about this concept a bit more within our valuation processes. Jul 28, 2016
Facebook Flying, Twitter Tumbling
Image Source: Esther Vargas. Facebook blew through another set of quarterly estimates, while Twitter still can’t seem to get a good handle on how to capture the full potential of the monetization of its platform. Jul 14, 2016
What the Pokémon Sensation Means
Image Source: Eduardo Woo. We can’t believe it either, but Pokémon is capturing the imagination of millions! Has it become the next big thing? Or is it merely a fad? Jun 15, 2016
5 Years Strong!
Image Source: Andy Maguire. So much to say... let's talk. Jun 13, 2016
What?!?! Microsoft Acquires LinkedIn; NO!
Image Source: LinkedIn. All that cash going out the door that could have gone to income investors…We’re removing half the position in Microsoft from the Dividend Growth Newsletter portfolio. Apr 28, 2016
Facebook: It’s All about The Vanity of the User
Image Source: Sean MacEntee. “Say what you want about Facebook -- cash is king, and it has a lot of it and is generating a lot of it with each passing quarter.” – Valuentum Securities Feb 17, 2016
Netflix Shareholders Need to Get Real?
We’re worried about the individual investor that may be focused solely on growth metrics and not intrinsic value, of which growth is a component. Once technicals break down at Netflix, fundamental investors are going to get hurt in big way. Latest News and Media 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.
|
