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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

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.
Sep 1, 2017
Let's Talk Business Analysis
Image Source: Ian. Valuentum's Brian Nelson explains the benefits of combining both economic moat and economic castle analysis in business analysis. An excerpt from part II of Valuentum's four-part investment education workshop.
Aug 17, 2017
Recent Stock Drops; Dividend Cut Coming at Plains?
Image Shown: Plains All American's stock price may be building in a distribution cut that may materialize in the near term. Several companies disappointed the Street as of late. Though the broader equity markets have been generally calm and steadily-advancing, some underlying constituents have been anything but.
Aug 8, 2017
Discovery-Scripps Joining Forces to Take on the Changing Digital Media Landscape
Image Source: Lwp Kommunikáció. Discovery Communications has agreed to acquire Scripps Networks, but will it be enough for the two to remain competitive in the rapidly evolving--and consolidating--media landscape?
Aug 1, 2017
Amazon’s Free Cash Flow and Balance Sheet Health Impressive
Amazon’s share-price performance is a sign of these “frothy” times.
Jul 31, 2017
Alphabet’s Financial Health Unfazed By European Commission Fine
Image Source: Open Grid Scheduler. Alphabet’s second-quarter results revealed a one-time charge that made headlines, but the fine is a drop in the bucket when considering the size of Google’s balance sheet and free cash flow generation.
Jul 11, 2017
ETF Analysis: Consumer Discretionary
Consumer discretionary ETFs may not be a safe bet so late into this period of economic expansion.


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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.