Valuentum Exclusive Analysis for the Discerning Investor

Paper: Value and Momentum Within Stocks, Too
Abstract: This paper strives to advance the field of finance in four ways: 1) it extends the theory of the “The Arithmetic of Active Management” to the investor level; 2) it addresses certain data problems of factor-based methods, namely with respect to value and book-to-market ratios, while introducing price-to-fair-value ratios in a factor-based approach; 3) it may lay the foundation for academic literature regarding the Valuentum, the value-timing, and ultra-momentum factors; and 4) it walks through the potential relative outperformance that may be harvested at the intersection of relevant, unique and compensated factors within individual stocks.

Jun 18, 2024

Lennar Navigating Fluctuating Interest Rate Environment Well
Image: Lennar has been a strong performer since the beginning of 2023. We liked the quarterly update from Lennar, and while we won’t be adding this homebuilder to any newsletter portfolio, we’re interpreting its performance as another positive data point regarding the macroeconomic environment.

Jun 10, 2024

Update: Frequently Asked Questions About Valuentum Securities, Inc.
Valuentum (val∙u∙n∙tum) [val-yoo-en-tuh-m] Securities Inc. is an independent investment research publisher, offering premium equity reports and dividend reports, as well as commentary across all sectors/companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools/products, and more. Independence and integrity remain our core, and we strive to be a champion of the investor. Valuentum is based in the Chicagoland area. Valuentum is not a money manager, broker, or financial advisor. Valuentum is a publisher of financial information. We address a number of questions from both subscribers and visitors to our site.

May 3, 2024

Dividend Increases/Decreases for the Week of May 3
Let's take a look at firms raising/lowering their dividends this week.

Mar 31, 2024

Toll Brothers Notes Strong Start to Spring Selling Season
Toll Brothers raised its full-year fiscal 2024 guidance across key metrics, and the company noted that it has seen a "marked increase in demand coinciding with the start of the spring selling season." Though we don’t include any homebuilder in the simulated newsletter portfolios, it’s good to see things are progressing well at Toll Brothers.

Apr 28, 2023

Dividend Increases/Decreases for the Week of April 28
Let's take a look at firms raising/lowering their dividends this week.

Feb 21, 2023

Home Depot’s Comps, Operating Income Fall in Q4; Hikes Dividend 10%
Image Source: Mike Mozart. On February 21, home improvement retailer Home Depot reported weak fourth quarter 2022 results that showed comparable store sales for the period falling 0.3% and operating income dropping 1.5% from the same period a year ago. Diluted earnings per share advanced 2.8% from last year’s quarter. The company is dealing with a weakened consumer spending environment and difficult comparisons from pandemic-driven demand of a year ago. Home Depot raised its dividend payout to 10%, to $2.09 per share, or $8.36 per share on an annualized basis. That translates into a forward estimated dividend yield of ~2.6%.

Oct 30, 2022

Something New!
Hi everyone: To stay true to our mission, you'll find something new regarding our methodology. In the coming weeks, you'll see this table in our work going forward.

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 19, 2022

New Payment Option! Valuentum Research Update!
We're excited to say that we're adding additional payment flexibility at Valuentum. Many members have expressed interest in paying via other providers, and we have added Square to the mix. You can use credit or debit card or bank (ACH) to pay via invoice. With all of the goings-on in the financial technology and payments space, we wanted to continue to provide members options to pay their memberships how they want and through who they want. You can always reach out to us at info@valuentum.com.

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Valuentum Exclusive Analysis for the Discerning Investor