Valuentum Exclusive Analysis for the Discerning Investor

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Dec 1, 2023

Dividend Increases/Decreases for the Week of December 1
Let's take a look at firms raising/lowering their dividends this week.

Dec 2, 2022

Dividend Increases/Decreases for the Week of December 2
Let's take a look at firms raising/lowering their dividends this week.

Feb 10, 2022

Best Idea Disney Rebounding Nicely; Shares Look Cheap
Image Shown: Shares of The Walt Disney Company strengthened February 9 in the wake of the media and entertainment giant's latest earnings report. We include shares of DIS as an idea in the Best Ideas Newsletter portfolio. On February 9, The Walt Disney Company reported first-quarter fiscal 2022 earnings (period ended January 1, 2022) that smashed past both consensus top- and bottom-line estimates. A sharp rebound at its ‘Disney Parks, Experiences and Products’ unit impressed investors and shares of DIS are strengthening nicely in the wake of its latest earnings report. We are big fans of Disney and include shares of DIS as an idea in the Best Ideas Newsletter portfolio. Our fair value estimate stands at $179 per share of Disney with room for upside as the high end of our fair value estimate range sits at $219 per share. Shares are currently trading at ~$155 each at the time of this writing.

Jan 23, 2022

Netflix’s Subscriber Growth Is Slowing Down, Competition Heating Up
Image Shown: Netflix Inc’s paid subscriber base is expected to grow at a slower pace in the near term compared to the performance seen in recent years. Image Source: Netflix Inc – Shareholder letter covering the fourth quarter of 2021. On January 20, Netflix reported fourth-quarter 2021 earnings after the bell. The video streaming giant met consensus top-line estimates and beat consensus bottom-line estimates last quarter as original content such as the South Korean TV show Squid Game (released September 2021) proved to be quite popular in markets around the globe and helped Netflix retain interest in its service. During Netflix’s latest earnings call, management noted that the violent Squid Game TV show had been renewed for a second season when asked by an analyst about the issue. However, the near-term guidance Netflix provided in conjunction with its latest earnings update signaled that growth in its paid subscriber base was expected to slow down in the first quarter of 2022 on both a year-over-year and sequential basis. During regular trading hours on January 21, shares of NFLX were pummeled.

Dec 10, 2021

Dividend Increases/Decreases for the Week December 10
Let's take a look at companies that raised/lowered their dividend this week.

Jun 11, 2021

Dividend Increases/Decreases for the Week June 11
Let's take a look at companies that raised/lowered their dividend this week.

Dec 4, 2020

Dividend Increases/Decreases for the Week December 4
Let's take a look at companies that raised/lowered their dividend this week.

Jun 22, 2014

Valuentum Economic Castle™ Rating Update
Members should expect the initial Economic Castle™ ratings.