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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.
Latest Valuentum Commentary

Dec 2, 2017
Nobel Prize-Winning Economist Robert Shiller On Indexing
Video: Robert Shiller on what worries him about passive investing -- from CNBC.
Nov 21, 2017
Roche’s Hemlibra Looks Very Promising
Image shown: Roche's shares caught some relief recently. We're big fans of clinical data reads. Thus far in 2017, we've posted updates on Roche, Shire Plc and Bioverativ--each with extensive aspirations in the field of hemophilia. In light of recent developments, a follow-up only seems appropriate as Roche’s Hemlibra is poised to disrupt the marketplace.
Nov 17, 2017
Celgene Implodes
The pharma/biotech industry operates in a boom-bust environment where the market cap of a company can post a meteoric rise or suffer a precipitous fall based on the data published from recently completed clinical trials. The industry remains one of the most innovative fields, but the quest for new products leads to constant disruption and a subsequent spike in volatility. Of late, the volatility pendulum for Celgene has swung in favor of the bears with the company posting a costly phase 3 failure.
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!
Aug 31, 2017
Gilead's Stock Rockets Higher
Gilead’s stock is soaring on a technical breakout of the downtrend. Value investors have joined the party, too, as the hepatitis-C powerhouse remains undervalued on our discounted cash-flow process. When value and technical/momentum investors like the same stock, it often surges, and that’s what we’re witnessing. Gilead has become a Valuentum stock.
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.
Jul 12, 2017
Analyzing the S&P SPDR Biotech ETF
Source: S&P SPDR Biotech ETF (XBI). ETFs are rapidly becoming the preferred investment vehicle to gain broad exposure to a particular sector. The biotech industry is no different with two distinct ETFs dominating the niche. The article discusses the unique characteristics of the SPDR Biotech ETF to determine the merits of the idea.
Jul 11, 2017
Loxo Oncology Presents Compelling Data on Its TRK Inhibitors
Image Source: Loxo Oncology. The field of oncology remains an area of intense focus with a dire need for new novel therapies. Loxo Oncology generated lots of excitement with the release of its clinical data for Larotrectinib, a TRK-inhibitor for the treatment of a diverse number of tumors.
Jun 30, 2017
The Biosimilar Revolution Remains Stymied
Image Source: Express ScriptsWe remain intrigued by the potential of the upcoming wave of biosimilar versions of well-established specialty drugs. Even though we have been disappointed by recent FDA decisions, we feel it is inevitable biosimilars will enter the market. Let’s update readers on our thoughts.


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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.