Valuentum Exclusive Analysis for the Discerning Investor

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Oct 30, 2022

Something New!
Hi everyone: To stay true to our mission, you'll find something new regarding our methodology. In the coming weeks, you'll see this table in our work going forward.

Oct 28, 2022

In the News: META, AAPL, AMZN, RSG, DLR, VRTX, XOM, CVX
Image Source: Valuentum. Readers should expect a substantial reduction in our fair value estimate of Meta Platforms on the basis of materially reduced forecasts of free cash flow. Apple’s calendar third-quarter results were good, considering that many were worried about iPhone 14 demand heading into the report. Amazon’s results support a cautious tone with respect to consumer spending, while we remain bullish on three of our best-performing ideas so far in 2022 – Vertex Pharma, Exxon Mobil, and Chevron. We didn’t see anything in the Republic Services and Digital Realty reports that would warrant any material changes to our theses at this time.

Oct 27, 2022

VBI Ratings Not as Impressive As We Would Have Liked in 2022
Image: How the VBI rating system has ranked equities so far this year. At Valuentum, we use the Valuentum Buying Index (VBI) to source ideas into diversified simulated newsletter portfolios, and the VBI may be most applicable to the simulated Best Ideas Newsletter portfolio, where we generally like to include ideas when they register a high VBI rating and remove them when they register a low VBI rating. We always use the VBI in a portfolio setting and never by itself. Let's talk more about the VBI rating system in this work.

Oct 23, 2022

Must Watch: MPT Failures and High Yield Dividend Breakdown Spiral!
Valuentum's President of Investment Research breaks down what went wrong with modern portfolio theory in 2022, and why investors that have been lured into "sucker" yields may have just experienced permanent capital impairment with their retirement savings. A two-part video series.

Oct 21, 2022

Get Excited: Dividend Growth Investors Rejoice! – More “Outperformance”
Image: Valuentum’s simulated Dividend Growth Newsletter portfolio continues to “outperform” relative to almost any dividend-paying benchmark this year! Past performance is not a guarantee of future results. This is not a real money portfolio. As of the last tally through October 19, the simulated Dividend Growth Newsletter portfolio is beating the S&P 500 Dividend ETF SPDR (SDY) by roughly ~3.2 percentage points so far in 2022 (-8.4% versus -11.6%), all the while we’ve seen some awesome dividend growth across the board, with Microsoft (MSFT), Lockheed Martin (LMT), Honeywell (HON), and Realty Income (O) recently pushing through some nice dividend increases. What’s ~3.2 percentage points on a million-dollar portfolio? ~$32,000 in capital one doesn’t have to make up when the market’s coming roaring back in the coming years – and that’s relative to a dividend growth benchmark that is “outperforming” the SPY in a big way in 2022.

Oct 20, 2022

Announcing Valuentum’s Customer Appreciation Day Winners!
Let's see who won an autographed copy of Value Trap and what they said about Valuentum's research! We applaud all of our members in their quest to preserve and generate long-term wealth. Keep going strong!

Oct 19, 2022

High Yield Dividend Newsletter Portfolio Continues to Deliver!
Image: The year-to-date simulated performance of the High Yield Dividend Newsletter portfolio, which continues to hold up well during 2022, while offering an attractive forward estimated dividend yield. Data retrieved interim session October 19.Valuentum's newsletter product suite continues to deliver in good times and bad. For those of you interested in high dividend paying stocks, we offer a High Yield Dividend Newsletter and a simulated High Yield Dividend Newsletter portfolio, which has been holding up well amid the weakness across both the stock and bond markets this year. Based on our calculations, the simulated High Yield Dividend Newsletter portfolio now boasts an estimated forward dividend yield of ~5.44% and is down only approximately 10% on a price-only basis so far this year. Even though this year has been tough, the simulated High Yield Dividend Newsletter portfolio's track record speaks to fantastic stock selection and portfolio construction! But why: Well, the Vanguard Real Estate ETF (VNQ), which many use to approximate the performance of REITs, is down ~32.6% so far this year, while the iShares Mortgage Real Estate Capped ETF (REM) is down ~39.4%. The S&P 500, as measured by the SPY, is down ~23.3% year-to-date. The simulated High Yield Dividend Newsletter portfolio has even outpaced bonds, as measured by the AGG, which is down ~16.8% this year, data according to Seeking Alpha. Perhaps the best benchmark for the simulated High Yield Dividend Newsletter portfolio, however, is the SPDR Portfolio S&P 500 High Dividend ETF (SPYD), and this one is down ~13.6% this year, while only sporting a forward estimated dividend yield of ~4.3%, both stats according to Seeking Alpha. The High Yield Dividend Newsletter portfolio simply is delivering for members!

Oct 19, 2022

New Payment Option! Valuentum Research Update!
We're excited to say that we're adding additional payment flexibility at Valuentum. Many members have expressed interest in paying via other providers, and we have added Square to the mix. You can use credit or debit card or bank (ACH) to pay via invoice. With all of the goings-on in the financial technology and payments space, we wanted to continue to provide members options to pay their memberships how they want and through who they want. You can always reach out to us at info@valuentum.com.

Oct 10, 2022

Recent Fair Value Estimate Updates
Image Source: Valuentum. We’ve made a number of fair value estimate changes across our coverage universe as a result of what we expect to be substantial weakness in the global economy. Many of our fair value estimate adjustments have come in the consumer discretionary sector, but we have also made tweaks to the fair value estimates of companies in the simulated Best Ideas Newsletter portfolio. Though 2022 has been a tough year, we’ve been steady at the wheel, calling the nearly unprecedented fall in the 60/40 stock/bond portfolio this year, the mid-teens percentage weakness in the SPY following the summer rally, all the while driving “outperformance” through the latest simulated Best Ideas Newsletter portfolio update August 19. Another update will be forthcoming. This year has been tough, but it’s been a lot worse for asset allocators that missed out on the big bull market run in equities if they held a hefty allocation in bonds the past decade. Let’s keep our guards up as this market looks like it might get a lot worse before it gets better.

Sep 22, 2022

Realty Income’s Dividend Growth Track Record Is Stellar
Image Shown: We like exposure to shares of Realty Income Corporation in our Dividend Growth Newsletter portfolio. Image Source: Realty Income Corporation – Second Quarter of 2022 IR Earnings Presentation. We appreciate Realty Income’s improving outlook and its commitment to income seeking investors. Realty Income has a stellar dividend growth track record, one that we expect management will rigorously defend going forward. We like shares of Realty Income as an idea in the Dividend Growth Newsletter portfolio.