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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.
Aug 13, 2017
Dividend Increases/Decreases for the Week Ending August 11
Let's take a look at companies raising/lowering their dividends this week.
Jul 31, 2017
A Review of Johnson and Johnson’s Pharmaceutical Division
Image Source: J&J. Let’s take a deep dive into Johnson and Johnson’s pharmaceutical division Janssen Pharmaceuticals. Janssen traditionally serves as an area of clinical innovation adding an element of growth to the more stable product categories such as consumer health. However, there may be a few cracks in the Janssen revenue stream that could make growth at J&J harder to come by over the next few years.
Jun 26, 2017
An Overview on Roche Holdings
Image Source: Roche. The healthcare industry remains a global enterprise with world-class companies working towards new treatments. Let’s have a look at the prospects of Roche Holdings.
Jun 14, 2017
Bristol-Myers Squibb Disappoints
Shares of Bristol-Myers Squibb have come under intense selling pressure off the heels of disappointing performance at ASCO. Let’s examine the situation.
May 11, 2017
Earnings Update on European Big Pharma Featuring Novartis, Sanofi, and AstraZeneca
Image Source: Sanofi. The drug industry is a global market with an impressive array of competitors headquartered outside the US. The quest to bring forth novel treatments continues. We continue to focus on the large-cap traditional pharmaceutical companies for their defensive characteristics, and many also pay a generous dividend.
May 1, 2017
Seeking Balance: What’s Happening in the Crude Oil and Iron Ore Markets
Image Source: Sollven Melindo. Commodity prices are notoriously volatile as the global markets often struggle to maintain a sustainable balance of supply-demand. Let’s take a look at some recent developments and coming events that are impacting the prices of crude oil and iron ore.
Apr 26, 2017
S&P 500 Poised to Make New Highs…Again?
The equity markets have welcomed a strong earnings season thus far, but valuation risk and tail uncertainties remain, not the least of which is the possibility of failed tax reform in the US.
Apr 20, 2017
Reflecting on Recent Report Updates: Favorites in an Overheated Market and Other Themes
It’s been some time since we’ve updated members on our recent fair value estimate updates. Let’s take a look at the opportunities that exist in some of our favorite portfolio holdings, as well as some key themes driving recent fair value estimate changes across our coverage universe.
Mar 11, 2017
Bristol-Myers: Now In Play?
Image Source: Steve Davis. Could activist investors force Bristol-Myers to break apart? Let's walk through a potential scenario that could drive Bristol's share price to new heights.
Feb 27, 2017
Recent Material Fair Value Estimate Changes
Fair value estimates are never static. Let's walk through some of the more material ones we've made during the past month or so.


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.