Valuentum Exclusive Analysis for the Discerning Investor

Altria and Philip Morris to Tie the Knot?
Hitting the wires today is some news that has been rumored in the past, but seems to now be confirmed: Philip Morris and Altria are in merger talks.

Jan 31, 2019

Altria’s Sprawling Business to Underperform Long-Term Bottom-Line Target in 2019
Image Source: Melanie Tata. Altria’s business has grown increasingly complex recently as it has levered up to add exposure to new growth opportunities. We don’t find the convoluted company attractive, even after considering its lofty yield, and its core cigarette business continues to face material industry-wide volume declines.

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.

Nov 26, 2018

In The News: Record-Low Smoking Rates, China Steel Demand Concerns, and a New Look GM
US smoking rates are at all-time lows, and the FDA is pushing to restrict sales of menthol products and flavored e-cigarettes. Meanwhile General Motors has announced an accelerated restructuring plan, and concerns have cropped up regarding steel demand in China.

Nov 12, 2018

In The News: Market Volatility, iPhone Unit Concerns, Wildfire Liabilities Piling Up
Let’s take a look at some top stories from around the markets including headlines in the biotech and tobacco spaces, some household names facing material selling pressure, and the significant impact of massive wildfires in California.

Nov 9, 2018

Dividend Increases/Decreases for the Week Ending November 9
Let's take a look at companies that raised/lowered their dividend this week.

Oct 18, 2018

In The News: Chemical Margins Tighten, Philip Morris Total Volume Rises, Consolidation in ETFs
PPG Industries is experiencing notable margin headwinds, international tobacco giant Philip Morris has experienced solid total volume performance in 2018, and Invesco continues its pursuit of a significantly larger ETF business.

Oct 12, 2018

In the News: Expensive Energy, China’s Trade Surplus and Auto Market, and Big Tobacco Developments
The IEA is concerned about the impact of rising energy prices on global economic growth, and both it and OPEC have lowered near-term oil demand growth expectations. The impact of the US-China trade dispute continues to be sized up by a number of industries, including automakers, and big tobacco companies may be looking to the cannabis market for future growth as the space remains sensitive to potentially increasing regulations.

Oct 4, 2018

Yes -- Anheuser-Busch’s and Vector Group’s Dividends Aren’t Solid
Image Source: A-B Inbev. A couple other research shops have said that Anheuser-Busch’s and Vector Group’s dividends may be at risk, and we agree. Both of their Dividend Cushion ratios are far below 1, and Anheuser-Busch’s Dividend Cushion ratio is -0.6! Are we expecting a dividend cut tomorrow? No. But we prefer dividend growth ideas that have Dividend Cushion ratios far greater than 1.

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Valuentum Exclusive Analysis for the Discerning Investor