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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

Apr 4, 2017
Can Vertex Pharmaceuticals Dominate the Race to Treat Cystic Fibrosis?
Cystic Fibrosis is a rare disease that afflicts an estimated seventy-five thousand patients worldwide. Vertex Pharmaceuticals is the first to market with a combination treatment to treat a portion of the overall patient population. Will Vertex win the race to bring forth a triple therapy to treat the vast majority of those afflicted?
Apr 1, 2017
First Quarter 2017 Comes To A Close
“Be sure to continue to study the difference between price and value—just because a stock’s price has advanced doesn’t make it more expensive if the value of its enterprise has increased at a faster rate. If you understand this concept, you may be smarter than 99.9% of the investing population.” – Brian Nelson, CFA
Mar 2, 2017
Dow 21,000+; Forward P/E on S&P 500 ~18!!!
To say that the broader equity market is “extended” is an understatement.
Feb 18, 2017
Johnson & Johnson's Oncology Division A Force to Be Reckoned With
Image Source: Open Grid Scheduler. Healthcare and consumer staples giant Johnson & Johnson is a core holding in both newsletter portfolios. Let’s take a deep dive into one of its key sources of growth, its ‘Pharmaceutical’ segment.
Feb 15, 2017
Gilead Sciences Continues Its Meltdown
Image Source: Gilead. Valuentum has been out of Gilead in the newsletter portfolios for some time. As the Best Ideas Newsletter portfolio continues to make new highs, Gilead continues to set new 52-week lows. This is the power of “portfolio thinking,” something we've been preaching for a long time.
Feb 14, 2017
Is AbbVie a Value Trap?
Image Source: Express Scripts. With uncertainty surrounding the patent of blockbuster drug Humira, AbbVie is looking to deliver another success story from its pipeline. Is it headed for a patent cliff? Let’s take a look.
Feb 14, 2017
#14? You Can’t Control The Market
Image shown: Wall Street Journal front pages from the Financial Crisis -- a reminder that an investor cannot control the markets. Should this be added to the “13 Steps…” piece?
Jan 24, 2017
J&J Boasts Below-Market Earnings Multiple; Deal with Actelion Not Concerning
Image Shown: J&J’s robust pharma pipeline; source: J&J.There’s a lot to like about J&J’s investment opportunity, not the least of which is its strong pharmaceutical pipeline. Deal-making could challenge its pristine balance sheet, but we don’t expect much to derail our thesis.
Jan 23, 2017
Have Bristol-Myers Squibb’s Shares Finally Found Support?
Image Source: kennijima. Bristol-Myers Squibb has seen its shares fall to $50 from nearly $80 in just the past few months as clinical outcomes of its crucial product Opdivo have come under fire. Have shares finally found support? Let’s have a look.
Jan 15, 2017
The Coming “Goldman Sachs Era”
Image Source: Jussi. Valuentum covers recent developments in the financials sector, including hopes for a relaxation of certain prohibitive Dodd-Frank rules that, if repealed, could pave the way for improved economic returns across the banking sector during the Trump administration. A look back at the month of September 2008, and how Goldman Sachs may very well shape the financial markets during the next few years are two other areas in the piece. Financials stocks have come roaring back since Trump was elected the 45th President of the United States. We've participated.


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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.