Valuentum Exclusive Analysis for the Discerning Investor

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Oct 20, 2022

Announcing Valuentum’s Customer Appreciation Day Winners!
Let's see who won an autographed copy of Value Trap and what they said about Valuentum's research! We applaud all of our members in their quest to preserve and generate long-term wealth. Keep going strong!

Oct 20, 2022

Philip Morris Is One of Our Favorite High-Yielding Income Generation Ideas
Image Shown: Philip Morris International Inc expects alternative nicotine products will grow at a robust pace over the coming years, with an eye towards heated tobacco units and oral nicotine products. By capitalizing on those opportunities, the company aims to diversify its revenues away from traditional cigarette sales. Image Source: Philip Morris International Inc – 2021 Investor Day Event Presentation. Philip Morris is a strong cash flow generator with ample pricing power and a bright growth outlook. Underlying demand for its IQOS heated tobacco offerings remains robust and demand for its traditional cigarette offerings is holding up well, even in the face of substantial inflationary pressures weighing negatively on consumer spending power around the global. Philip Morris’ near term guidance indicates that it should remain a strong free cash flow generator in 2022, allowing the firm to stay on top of its payout obligations. Management remains committed to rewarding income seeking shareholders, and we continue to like exposure to shares of Philip Morris in our High Yield Dividend Newsletter portfolio.

Oct 20, 2022

PepsiCo May Be A Rare Winner in This Inflationary Environment
Image Source: PepsiCo Inc – Third Quarter of Fiscal 2022 Earnings Press Release. PepsiCo is leaning heavily on net pricing increases to offset cost input and foreign currency headwinds, and its strategy is paying off. The consumer staples giant remains a nice free cash flow generator and management is incredibly shareholder friendly, though in our view, we think it would be wise for PepsiCo to pare down its net debt load. We recently added PepsiCo to the simulated Best Ideas Newsletter portfolio on October 18, 2022.

Oct 18, 2022

BIN Portfolio ALERT: Removing META, Adding to XLE, Adding MCD and PEP
Image Source: Valuentum. This market is not going to get easier, in our view, and we still believe that 2023 may mark the bottom before a return to the path toward new highs again. However, the erratic volatile trading the past few weeks has us thinking that this is not a market focused on fundamentals, and therefore, we have to hedge our bets accordingly. With “alpha” otherwise we would have missed carved out by "raising" cash in late August before the latest swoon, we’ll now approach newsletter portfolio protection with put option considerations going forward. The changes made today will be reflected in the November 15 edition of the Best Ideas Newsletter. Please let us know if you have any questions.

Oct 18, 2022

Dividend Growth Idea UnitedHealth Group Outperforming
Image Shown: Shares of dividend growth idea UnitedHealth Group Inc have put up stellar performance so far in 2022. We are huge fans of UnitedHealth Group, and its dividend growth potential remains immense. The top end of our fair value estimate range sits at $599 per share of UnitedHealth Group, indicating that the health care giant also possesses substantial capital appreciation upside as well. UnitedHealth Group’s acquisition of Change Healthcare is intriguing and should generate material synergies going forward. Looking ahead, we expect that UnitedHealth Group will grow its dividend at a robust pace, aided by its strong free cash flow generating abilities and pristine balance sheet.

Oct 14, 2022

NextEra Energy Is a Great Income Growth Idea
Image Shown: NextEra Energy Inc is a great income growth idea that complies with ESG investing standards as the company is investing heavily in renewable energy power generation assets and battery storage facilities. Image Source: NextEra Energy Inc – June 2022 IR Presentation. NextEra Energy is an attractive dividend growth idea that also complies with ESG investing standards, given its efforts on the renewable energy front. We appreciate the company’s robust capital investment pipeline as that underpins its bright adjusted EPS, operating cash flow, and dividend per share growth outlook through 2025. The utility is best of breed.

Oct 14, 2022

Dividend Increases/Decreases for the Week of October 14
Let's take a look at firms raising/lowering their dividends this week.

Oct 12, 2022

Serious Question: What Are You Looking At?
Image: Stocks with the largest 52-week losses, according to YahooFinance. We've handled the worst performers of 2022 quite handily, and the simulated newsletter portfolios are showcasing the importance of our methodology and processes. We expect things to get worse in the economy before they get better, but we maintain our view that there may be nothing better out there than a subscription to Valuentum to navigate these tumultuous times.

Oct 12, 2022

Over the Long Haul, Domino’s Has a Bright Growth Runway Ahead of It
Image Source: Domino’s Pizza Inc – 2022 ICR Conference IR Presentation. Domino’s is contending with substantial near-term headwinds, but its longer-term growth runway remains firmly intact. There is ample room for Domino’s to grow its international unit store count and domestically, Domino’s views its unit store count growth runway favorably. Recently, its unit store count has grown at a robust pace as franchisees are drawn to the attractive unit economics of the company’s stores. We continue to like exposure to shares of Domino’s in the simulated Best Ideas Newsletter portfolio.

Oct 10, 2022

Recent Fair Value Estimate Updates
Image Source: Valuentum. We’ve made a number of fair value estimate changes across our coverage universe as a result of what we expect to be substantial weakness in the global economy. Many of our fair value estimate adjustments have come in the consumer discretionary sector, but we have also made tweaks to the fair value estimates of companies in the simulated Best Ideas Newsletter portfolio. Though 2022 has been a tough year, we’ve been steady at the wheel, calling the nearly unprecedented fall in the 60/40 stock/bond portfolio this year, the mid-teens percentage weakness in the SPY following the summer rally, all the while driving “outperformance” through the latest simulated Best Ideas Newsletter portfolio update August 19. Another update will be forthcoming. This year has been tough, but it’s been a lot worse for asset allocators that missed out on the big bull market run in equities if they held a hefty allocation in bonds the past decade. Let’s keep our guards up as this market looks like it might get a lot worse before it gets better.