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Valuentum Commentary
Dec 22, 2017
Boeing’s Big Dividend Hike; Potential Deal with Embraer
Image Source: Boeing. We love Boeing. The company has been one of our favorites for years, but its performance during 2017 has simply been amazing. The dividend growth giant upped its payout in a big way recently, too, even as it is reportedly pursuing merger discussions with Embraer. Dec 19, 2017
Video: Quants! You're NOT Measuring VALUE and Nelson's Theory of Universal Value
President of Investment Research Brian Nelson defines the concept of universal value and shows how quantitative statistical methods are inextricably linked to those of fundamental, financial, business-model related analysis. Value does not exist in respective process vacuums! Value is universal. Find out why. Running time: ~10 minutes. Dec 11, 2017
Video: Nelson's Active Management Theorem, Poker and "High Society," Inertia and the Value-Growth Conundrum
President of Investment Research Brian Nelson details his simple new theorem of the stock market that may change everything you believe. Nelson explains using poker as an example, and he goes on to caution about the concept of inertia, and how investing has somehow transformed into a "game" -- if investors truly believe there are 'value' and 'growth' stocks. A must-watch intrigue. Running time: ~11 minutes. Dec 2, 2017
Nobel Prize-Winning Economist Robert Shiller On Indexing
Video: Robert Shiller on what worries him about passive investing -- from CNBC. Sep 8, 2017
The Wisdom of Oaktree's Howard Marks
Image Source: emmolos. The latest memo from Oaktree's Howard Marks here should be read and then read again. The section on passive investing is an absolute treasure. "Passive investing is done in vehicles that make no judgments about the soundness of companies and the fairness of prices. More than $1 billion is flowing daily to “passive managers” (there’s an oxymoron for you) who buy regardless of price. I’ve always viewed index funds as “freeloaders” who make use of the consensus decisions of active investors for free. How comfortable can investors be these days, now that fewer and fewer active decisions are being made?" -- Howard Marks, Oaktree Capital Sep 7, 2017
Adviser Fees on Indexed Assets Can Eat Up Your Nest Egg?
Indexing sounds like an easy way to track the market's performance, but if your indexed assets are held in financial advisors' accounts, it can come with a big cost: significant underperformance. Over 20 years, we estimate in this hypothetical example that the cumulative cost as a result of a 1% annual financial advisor fee on indexed assets can amount to as much as 66% of a saver's initial investment -- just for holding an index fund. Please be careful out there! Sep 1, 2017
ETF Analysis: Industrials
Industrial sector ETFs offer greater diversification than just “old-economy” companies, and exposure to the sustainable strength of aerospace makes several worth considering. Jul 14, 2017
Systemic Risk in These Frothy Times
Image shown: Nelson's Syllogism of the Stock Market. Let’s talk about index investing, market valuations, and mention how a few ideas in the portfolio of the Best Ideas Newsletter are doing. Apr 1, 2017
First Quarter 2017 Comes To A Close
“Be sure to continue to study the difference between price and value—just because a stock’s price has advanced doesn’t make it more expensive if the value of its enterprise has increased at a faster rate. If you understand this concept, you may be smarter than 99.9% of the investing population.” – Brian Nelson, CFA Dec 10, 2016
Image: Returns Following the Trump Victory
The stock market is at all-time highs…again. Optimism about what the Trump administration might bring is the main driver, and many are pointing to reduced corporate taxes, translating to higher dividend payments, as reasons to be even more optimistic. 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
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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
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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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