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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
Mar 23, 2014
Software: Adobe Keeps Rolling; Oracle Hit by Venezuela Forex Issues
Adobe showed strength in its fiscal first quarter, while Oracle’s fiscal third-quarter performance was slowed by currency impacts. Mar 18, 2014
Microsoft Almost Hits $40 Per Share
Needless to say, we’re very excited for members about the largest position in the Dividend Growth portfolio! Mar 18, 2014
Focus on Process over Outcome
We wanted to share an excellent piece on the importance of focusing on process over outcome in investing. Feb 28, 2014
Thank you…
We can’t begin to tell you how much we appreciate feedback. Jan 25, 2014
Valuentum’s Dividend Growth Portfolio Gems Shine Bright
Procter & Gamble and Microsoft put up solid performance in their respective calendar fourth quarters. 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. Jan 9, 2014
Ford Ups Dividend; Mulally to Stay
Ford continues to please shareholders, as Microsoft continues to search for new CEO. Jan 8, 2014
The Best Ideas for 2014 and Beyond: Part II
Let’s dive into Part II of this special best ideas edition. This article focuses on the positions in the Dividend Growth portfolio. Jan 8, 2014
Sony Sets Sights on Future; GameStop Shareholders Startled
Sony announced the launch of PlayStation Now, a cloud gaming service. GameStop shareholders ditch stock. Jan 2, 2014
Dividend Growth Investors Face Unique Risks in 2014
2013 was fantastic for dividend growth investors, and 2014 may be just as good. However, investors should be aware of the increasing risks that have come with the new year. 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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