Valuentum Exclusive Analysis for the Discerning Investor

Mortgage REITs Still Dangerous Income Vehicles
Image: Since late May 2013, mortgage REITs, as measured by the iShares Trust Mortgage Real Estate ETF (REM), middle, have fallen more than 20%, while the master limited partnership space, as measured by the Alerian MLP ETF (AMLP), has fallen by nearly 45%, bottom. Meanwhile, the S&P 500 (SPY) has rallied more than 75%, all on a price-basis, top.

Apr 3, 2019

Risks Remain Prevalent For Mortgage REITs
Image shown: Mortgage REITs have held up better than master limited partnerships (MLPs) since mid-2015, but they haven't exactly done well. For income investors, they may be the lesser of the two pain areas, but we're still not really excited about them.The mortgage REIT space remains inherently risky as it is sensitive to difficult to predict mortgage markets, and many in the group employ significant leverage to augment net interest margins. We prefer more diversified plays on income, and while we dig deep into mREITs in this piece, we think caution is still very much in order.

Feb 13, 2019

Our Data Sheet on the Residential / Mortgage REITs
Image Source: Jeff Djevdet. Our data sheet on the Residential/Mortgage REITs can be found in this article. Report includes ACC, AGNC, NLY, AIV, ARR, AVB, CPT, ELS, EQR, ESS, MAA, NYMT, PMT, SNH, SUI, TWO, UDR.

Dec 31, 2018

Valuentum Stock Screeners
Brian Nelson provides members with an update on Valuentum's stock screeners and the significant number of forward-looking data we provide. This article was sent to members via email December 29.

Dec 20, 2018

Market Mayhem -- Alerts for Members
Dear members -- we released a number of emails today. Please read and let us know if you have any questions. We're here for you.

Sep 6, 2018

ETF Analysis: Real Estate
The drivers behind net operating income expansion can make REITs an attractive asset class even in the face of a rising interest rate environment.

Sep 5, 2018

There Is Milk At The Store
"Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning." -- Winston Churchill

Jun 29, 2018

Dividend Growth Still A Resilient Theme
Rising interest rates may pose headwinds to yield-sensitive dividend payers, but we think dividend growth investing remains a resilient theme. We’re big fans of the concept of yield-on-cost, but close attention to valuations, free cash flow generation and balance-sheet health will remain critical.

May 30, 2018

Study: Valuentum's Best Ideas Newsletter Portfolio
"Though we largely achieved the Best Ideas Newsletter portfolio’s goals in advancing the newsletter portfolio each publication year (ends December 15) and achieving relative outperformance and risk-adjusted superiority to the benchmark, we may have done even better had our equity allocation been full during the measurement period." -- Brian Nelson, CFA

May 24, 2018

Understanding the Phenomenon of “Price Risk” in High Yield
Image Source: Julien Carnot. We want you to learn about a unique risk innate to the high yield space like the back of your hand. We'll explain the "information contained in prices" and talk about what you should be on the lookout for, the "avalanche effect." Order the new High Yield Dividend Newsletter here.

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Valuentum Exclusive Analysis for the Discerning Investor