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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for
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Valuentum Commentary
Sep 21, 2016
Microsoft Remains Committed to Returning Capital to Shareholders
Microsoft’s board recently approved a dividend hike and another massive share repurchase program. The firm continues to be one of the more attractive dividend growth plays on the market. Jul 21, 2016
Yahoo! Should Still Buy eBay’s “Free Cash Flow”
Image Source: eBay. The board room at Yahoo! was probably impressed with eBay’s second-quarter results. If Yahoo! isn’t paying attention to all possible options, including a deal with eBay, it isn’t doing all it can for shareholders. Jul 21, 2016
We Care: Perspective Is Reality
Perspective is so important. Let’s talk about two of our calls recently, and how we look at them. Feel free to comment. Jul 20, 2016
Microsoft With Its Head in the Clouds?
While others were snoozing about owning Microsoft in 2012-2013, we were absolutely pounding the table on shares! In fact, we used the company as one of our best dividend growth ideas in nearly every dividend growth presentation across the AAII speaking circuit, from Chicago to Cleveland to Silicon Valley to Phoenix and beyond! Jun 27, 2016
Keep Calm and Carry On?
Image Source: War History Online, June 22. Markets often overshoot to the downside, and we’re not even at “fair valuation” in the context of widely-followed market multiples. Patience is a virtue. 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 22, 2016
Since 2014: Microsoft Up ~50%; Alphabet Up ~30%, Visa Up ~40%
Image Source: Brandon Martin-Anderson. Several constituents in the newsletter portfolios are having a bad day, April 22. Mar 23, 2016
Part II: Nelson’s Evaluation of Berkshire’s 2015 Annual Report
Image source: /\ \/\/ /\. The second of Nelson’s three-part evaluation of Berkshire Hathaway’s 2015 annual report. Mar 14, 2016
The Corporate Buyback Conundrum
The broader risks to the market remain, and the biggest buyer of stock is not who you think. Are corporations the ones holding this market together? 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
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and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.
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