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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
Jun 12, 2014
Assessing Materiality of 5 Relatively Poor Incremental Data Points from eBay
Let’s examine recent news flow at the e-commerce powerhouse. Apr 29, 2014
Earnings from 8 Interesting Ideas
Let’s examine the recent earnings reports from 8 firms that you should know about. Mar 14, 2014
E-commerce Remains in Secular Expansion
This isn’t ‘new’ news, but we trust you’re capitalizing on it. Feb 27, 2014
The Twilight Zone: JC Penney and Best Buy Report Better-Than-Feared Performance
JC Penney and Best Buy are not out of the woods yet. 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. 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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accuracy, completeness or interpretation cannot be guaranteed. Valuentum is not responsible for any errors or
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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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