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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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Latest
Valuentum Commentary
Jan 24, 2014
Icahn's In-depth Letter to Apple Still Does Not Remove Time Horizon
We believe Apple's shares have valuation upside, but as we have outlined before, activist investor Carl Icahn's proposal to force Apple to buy back stock over a certain time period ("during fiscal 2014") as opposed to under a certain price (our fair value estimate) is imprudent. We encourage Icahn to further revise his proposal. Additionally, we think Icahn's valuation process is too simplistic, and we encourage him to disclose a more rigorous valuation assessment of the firm. Dec 17, 2013
Has the Time for Robots Finally Arrived?
Google scoops up defense robot maker Boston Dynamics. Is robot technology back in vogue? Dec 3, 2013
Cyber Monday Online Sales Rocketed Higher; Mobile Growth Spectacular
We continue to like what we see with respect to online consumption. Dec 2, 2013
2 Pieces of News You Never Expected on Cyber Monday
Flying drones and “Italian” burgers stole the headlines on Cyber Monday. Dec 1, 2013
Great Early Holiday Sales Read for Best Ideas Portfolio Holdings
eBay and Apple may have been the biggest fundamental winners during Thanksgiving and Black Friday. Nov 25, 2013
E-commerce Exposure Still Makes Sense
The consumer continues to spend more money online, and we like our exposure to this secular trend in our Best Ideas portfolio. Nov 19, 2013
Best Buy Tumbles Back to Our Fair Value Estimate
The electronics retailing giant will be pricing aggressively this holiday season. Oct 18, 2013
Facebook: The New Internet?
Let’s take a look at what we think Facebook might be in a decade or so. Aug 21, 2013
Best Buy’s Comparable Sales Decline Moderates
Hubert Jolly continues to transform Best Buy into an omni-channel retailer. Aug 5, 2013
Which Sectors Are Leading the Market Higher? And Why Is This Important?
Identifying sector and industry leadership is very important for the institutional money manager as doing so often leads to undervalued firms that are just starting to have their value recognized by the market — Valuentum stocks. Let’s dig into which sectors have been strong and which ones have been weak so far in 2013. 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.
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