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.

Jul 26, 2024

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

Jun 21, 2024

CarMax Dealing with Vehicle Affordability Issues
Image: CarMax’s shares have yet to recover from prior year highs. CarMax’s quarter wasn’t great, and while industry trends are improving, stiff headwinds are still prevalent. We remain on the sidelines with respect to shares.

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 10, 2024

Dividend Increases/Decreases for the Week of May 10
Let's take a look at firms raising/lowering their dividends this week.

Jan 19, 2024

Dividend Increases/Decreases for the Week of January 19
Let's take a look at firms raising/lowering their dividends this week.

Oct 20, 2023

Dividend Increases/Decreases for the Week of October 20
Let's take a look at firms raising/lowering their dividends this week.

Aug 22, 2023

Theft Becoming a Huge Problem for Retailers
Image Source: Ben Schuman. Theft has always been a problem for retailers, but it has never been as big of a problem as it has been in recent quarters. Emboldened by the lack of police response and employees sometimes getting fired for confronting shoplifters, retail organized crime is on the rise. We’re not talking theft in the millions, or billions, but likely in the tens of billions per year or more across the U.S. Some attribute the rise of organized retail crime to the pandemic, which paved the way for shoplifters to post their loot online in order to make a quick buck. Some retailers are especially feeling the pinch, and recent commentary reveals just how bad retail theft (shrink) has become to their respective businesses.

Jul 21, 2023

Dividend Increases/Decreases for the Week of July 21
Let's take a look at firms raising/lowering their dividends this week.

Valuentum Exclusive Analysis for the Discerning Investor Symbol Keyword

Member Login

Newsletters/Portfolios

Dividend Cushion

Stock Screens

Products & Tools

Value Trap

The Buying Index, VBI

Dividend Changes

Valuentum Exclusive Analysis for the Discerning Investor