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Valuentum Commentary
Sep 19, 2024
Brain Teaser - Reflexive versus Reflective
Image: Amy Leonard. Valuation multiples tend to trigger the reflexive side of our brain, and we process the multiples through anchoring. On the other hand, enterprise valuation, or the process required to answer the questions (in this article) correctly, shows that our reflexive process can be quite incorrect at times. In fact, cognitive biases such as anchoring can completely trip us up into missing out on truly undervalued companies that may have high P/E ratios while baiting us into value traps with low P/E ratios. Aug 30, 2024
Lululemon Lowers 2024 Outlook
Image: Lululemon’s shares have come under pressure recently. Looking to 2024, Lululemon now expects net revenue in the range of $10.375-$10.475 billion, representing growth of 8%-9%, below consensus numbers and lower than its initial guidance of $10.7-$10.8 billion. Diluted earnings per share is now expected to be in the range of $13.95-$14.15 for the year, down from previous guidance of $14.27-$14.47. We have no plans to add Lululemon to any newsletter portfolio. Aug 25, 2024
Latest Report Updates
Check out the latest report updates on the site. Aug 9, 2024
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 28, 2024
Nike’s Revenue Under Pressure
Image: Nike’s shares have languished of late, and a comeback will take some time. Nike retains one of the strongest brand names across our coverage universe, and customer loyalty remains a key attribute to a bull case for shares. However, the company’s fiscal 2025 will be challenging, with considerable weakness during the first quarter of fiscal 2025. We like Nike’s business model, but we remain on the sidelines as we adjust our valuation model to reflect the lower-than-expected fiscal 2025 performance. 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. Jun 6, 2024
Lululemon’s Fiscal First Quarter Results Well Received But Competition Remains Fierce
Image: Lululemon’s shares have been under considerable pressure so far in 2024. We think Lululemon’s Power of Three x2 initiatives are achievable, but hitting these long-term targets won’t be easy given increasing competition in the athleisure space from Vuori and others. Shares of Lululemon have fallen quite a bit since peaking in December of last year. We won’t be adding Lululemon to any newsletter portfolio anytime soon, and our $350 per share fair value estimate remains unchanged. Jun 1, 2024
Latest Report Updates
Check out the latest report updates on the website. Mar 22, 2024
Nike’s Revenue to Face Pressure During First Half of Fiscal 2025
Image: Nike’s shares have faced considerable pressure from the beginning of 2022, and its outlook for the first half of fiscal 2025 wasn’t great. We’re huge fans of Nike’s consecutive dividend growth track record, but uncertainty regarding the future pace of sales growth in China, growing competition from the likes of Lululemon and Vuori, and macro-driven weakness expected in the first half of fiscal 2025 leave us on the sidelines for now. Shares yield ~1.5% at the time of this writing. Mar 17, 2024
Latest Report Updates
Check out the latest report updates on the website. Latest News and Media 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.
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