Valuentum Exclusive Analysis for the Discerning Investor

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Aug 9, 2024

Dividend Increases/Decreases for the Week of August 9
Let's take a look at firms raising/lowering their dividends this week.

Jul 6, 2024

Constellation Brands’ Beer Business Continues to Propel Results
Image Source: Constellation Brands. On July 3, alcoholic beverages giant Constellation Brands reported mixed first quarter fiscal 2025 results, where revenue came in a bit light relative to expectations, but non-GAAP earnings per share was better than the consensus forecast. Comparable net sales increased 6%, while comparable operating income jumped 12%. Comparable earnings per share advanced 17%, to $3.57. Shares yield ~1.6% at the time of this writing.

Apr 26, 2024

Dividend Increases/Decreases for the Week of April 26
Let's take a look at firms raising/lowering their dividends this week.

Aug 11, 2023

Dividend Increases/Decreases for the Week of August 11
Let's take a look at firms raising/lowering their dividends this week.

Apr 3, 2020

US Beer Sales Reportedly Surge During the Pandemic, Dollar General Well-Positioned to Meet Rising Demand
Image Source: Valuentum. According to some reports, US beer and alcohol sales are surging during the ongoing coronavirus (‘COVID-19’) pandemic. As of early Wednesday April 1, Johns Hopkins University reported there are now over 850,000 confirmed cases of COVID-19 around the world and that includes over 42,000 fatalities. We are still months away from human trials commencing on a potential vaccine, and it likely won’t be until 2021 at the very earliest that a vaccine could enter commercial production. As we wait out this pandemic, we hope everyone and their loved ones stay safe. We continue to like Dollar General in our Best Ideas Newsletter portfolio and view the firm as well-positioned to ride out the storm and emerge on the other side as a stronger enterprise. Back on March 17, we published a piece on our website, ‘Dollar General Holding Up Relatively Well in the Face of COVID-19’, that we encourage our members to take a look if they haven’t done so already (link here).

Sep 16, 2015

Altria Benefits from Major Beer Deal Talks
Altria, a holding in both newsletter portfolios, is reaping the benefits as a major deal brews in the global beer market.

Sep 15, 2014

Best Ideas Newsletter Excerpt: A+ for Altria and Apple
The intro to the September Best Ideas Newsletter has been released.