Valuentum Exclusive Analysis for the Discerning Investor

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Feb 3, 2016

Chipotle and Buffalo Wild Wings…Yikes!
Two fast-casual bellwethers are in a lot of pain.

Jan 25, 2016

What’s Working in Today’s Market?
Let’s take a look at the major sectors to see where assets are flocking to and away from so far in 2016. We’ll talk about recent news, and several equities we’re paying particularly close attention to for addition to the newsletter portfolios.

Jan 19, 2016

Excited About Putting Cash to Work…Eventually
Patience is so important in selecting entry points. You wouldn’t overpay for a bag of groceries, so why would you overpay for stock? Wait for the right price because you might just get it in this market.

Jan 13, 2016

The 20 Something’s Stock Portfolio
Let’s have some fun. There’s nothing dull about this portfolio.

Jan 12, 2016

ICYMI: 5 Concerns About Impending Rate Hikes
The contractionary monetary policy in the US has begun. What to focus on…

Nov 5, 2015

Email Transaction Alerts
We’re making a few moves today.

Oct 28, 2015

We’ll Be Looking to Add to B-Dubs Sometime after the Drop
Buffalo Wild Wings disappoints, but guides to 2016 earnings growth of 20%+. We may have an opportunity to ease closer to a full position in shares (~5%) in the Best Ideas Newsletter portfolio…but not yet. We’ll be sitting on our less-than-1% weighting until the dust settles.

Sep 15, 2015

As the World Turns
We’re keeping our eyes on a number of things. First, we’re monitoring property prices in Shanghai and in other larger Chinese cities to assess the potential calamity that falling housing prices and deflation would have on the country’s banking sector and the likelihood of contagion via the British banks, HSBC and Standard Chartered, and the US ones, namely Citigroup and JP Morgan. Second, we’re watching the price of crude oil closely, as its fall will have huge implications on the earnings trajectory of companies that benefit (airlines, restaurants) as well as the ones that suffer (upstream and energy services). The net effect of falling crude oil prices has thus far been negative for S&P 500 earnings, but this may change as the energy sector becomes an ever-smaller part of index construction. Third, who can forget about the Fed, the expected duration of any tightening monetary cycle, and the resulting implications on dividend-paying stocks as Treasury yields rise?

Aug 27, 2015

New Adds: One Name at a Deep Discount and Another Long-time Favorite
Nibbling at this crazy market, but only a couple small bites.

Jul 29, 2015

3 Reasons Why Buffalo Wild Wings Is a Long-Term Winner
We’ll be looking to pick up this chicken-wing chain at the right price…again.