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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. Jan 23, 2014
Icahn’s In-depth Letter to Apple Must Remove the Time Horizon Associated with the Buyback Proposal in Order to Receive Valuentum’s Approval
We like that Carl Icahn is bringing attention to underpriced equities in today’s marketplace. However, we’d only be in favor of a buyback at Apple at the right price (not over a certain time period). 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 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. Dec 24, 2013
The Best Ideas for 2014 and Beyond: Part I
The holiday season brings many joys with your family and friends. It also brings an outline of our favorite ideas for 2014 and beyond. We hope you enjoy the list, and we wish you and your family a very happy holiday! Dec 24, 2013
Apple and Facebook Lead the Charge on Monday
Best Ideas portfolio holding Apple continues to showcase how the Valuentum Buying Index can help maximize profits, while Facebook continues to gain investor favor. Dec 23, 2013
Three Reasons Why Dividend Growth Investors Are Quite Savvy
Let's examine today's dividend growth investor. Dec 9, 2013
PC Shipments Expected To Stabilize
We like the stabilizing outlook for PC shipments and view it as a positive for the entire PC supply chain. Dec 5, 2013
Apple Up on News of China Mobile Deal and Icahn Request
Apple continues to be one of the best performers in our actively-managed portfolios. 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.
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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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no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a
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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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