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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Dec 16, 2019
ICYMI: Interview with Valuentum’s Callum Turcan
Callum Turcan helps head up Valuentum’s research product and is co-editor of the company’s newsletters. We sat down with Callum to get his thoughts on new developments in the market and economy. Let’s kick things off with his thoughts on Brexit.
Nov 5, 2019
Our Reports on Stocks in the Media (CATV) Industry
Image Source: Mike Mozart. We've modified our coverage of reports on stocks in the Media (CATV) industry.
Oct 23, 2019
Netflix Continues to Grow Paying Subscriber Count, Free Cash Flows Elusive for Now
Image Shown: Netflix Inc continues to grow its global net subscriber count as it pushes deeper into overseas markets and fends off rising competitive threats. Image Source: Netflix Inc – Third quarter 2019 IR presentation. While we doubt Netflix will generate meaningful free cash flows in the short-term given its large content investments and marketing spend, we think the company’s longer term trajectory is quite promising. Competitive pressures are building, however, and while growth ensues at the firm, we aren’t interested in shares of NFLX given its wide fair value estimate range (small changes in Netflix’s trajectory can have an outsized influence on its intrinsic value). That said, we see the company being able to stay a leader in the streaming race.
Oct 11, 2019
Apple Surges Higher!
We continue to like Apple and think shares will continue advancing toward the upper end of our fair value estimate range ($260+). Recent technical strength at Apple is possibly a sign that investors are beginning to price in the very positive tailwind the tech giant’s ‘Services’ segment represents in terms of both sales and margin upside (and the positive effect that has on Apple’s expected future free cash flows).
May 14, 2019
Our Reports on Stocks in the Media Industry
Image Source: Sarah Ackerman. We have dropped coverage on a number of media stocks: CBS, GCI, GHC, NYT, TV.
Apr 16, 2019
Disney Pushes Deeper into the Streaming Market While Cooling Off on Future Star Wars Movie Releases
Entertainment giant Disney has been milking the Star Wars franchise for all its worth since acquiring Lucasfilms back in 2012. Now fans are starting to shun the franchise’s blockbuster movie releases and that has management considering how to properly leverage this top tier asset going forward.
Mar 13, 2019
Our Reports on Stocks in the Media (Advertising) Industry
Image Source: Dan. We no longer publish reports on stocks in the Media (advertising) industry.
Jan 25, 2019
Dividend Increases/Decreases for the Week Ending January 25
Let's take a look at companies that raised/lowered their dividend this week.
Sep 24, 2018
In the News: Geopolitical Uncertainty Rules the Day
Let’s take a look at some of the top stories of late and their implications on the market.
May 15, 2018
Disney’s Top Line Growing as It Leverages Film Successes
Image Source: David Holt. Media giant Disney has been executing well of late as it leverages its successful content into a broader scope of entertainment, but competition may be heating up related to its pending acquisition of Twenty-First Century Fox’s media assets.


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.