Valuentum Exclusive Analysis for the Discerning Investor

Symbol Keyword

Mar 15, 2024

Dividend Increases/Decreases for the Week of March 15
Let's take a look at firms raising/lowering their dividends this week.

Jul 6, 2023

Meta’s Threads Launch Immaterial to Meta But Tragic for Twitter
Image: Threads logo. Meta has launched a Twitter-killer with its new real-time online conversation app, Threads. Meta’s launch of Threads may not be too big of a needle-mover at Meta when it comes to new advertising dollar spending, but we like the incremental move toward creating an ecosystem of interconnected apps and properties. We think Twitter’s days are numbered, with the bird app already shedding a large percentage of its workforce just to keep the lights on. We might see a cage match between Musk and Zuckerberg after all.

May 26, 2023

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

Jan 11, 2023

We’re Glad Microsoft Sees Promise in ChatGPT
Image Source: Mike Mozart. We’re going to be hearing a lot more about artificial intelligence chatbot technologies in the coming years, and our initial interaction with ChatGPT a month ago indicates to us that it will be a gamechanger for a lot of industries. Microsoft’s continued backing in OpenAI, the owner of ChatGPT, will likely accelerate the technology’s development, and we expect it to eventually augment Microsoft’s own search technology and ad-driven revenue opportunities. Alphabet may have a few AI tricks up its own sleeve in its ‘Other Bets’ segment, so we’re not ruling out a highly competitive environment in this area in the coming years. We like that we include both Microsoft and Alphabet in the simulated newsletter portfolios and that we’re not forced to make a decision on whether a new upstart is worthy of inclusion. Our fair value estimate for both Microsoft and Alphabet remain unchanged at this time.

Dec 5, 2022

Maintaining Our Fair Value Estimates Across Ad-Driven Social Media Equities In Light of Long Term AI-Driven Chatbot Threats
Image: ChatGPT is taking the Internet by storm. A poem generated by the AI-driven chatbot in a matter of seconds about outperforming the stock market. Image Source: ChatGPT. We weren’t just having fun when we tested a new chatbot asking it to write a poem about outperforming the market. In case you haven’t heard yet, making the rounds on social media is a new artificial intelligence [AI] tool called ChatGPT. We're not making any changes to the fair value estimates of our ad-driven social media coverage at this time, but we're taking note that AI-driven chatbots can be a game-changer for a lot of industries.

Oct 24, 2022

Chinese Stocks Bludgeoned!
Image: Large cap Chinese equities are now back to levels first reached more than 15 years ago on a price-only basis, to levels first attained in early 2006. The stakes have never been higher on the world stage as geopolitical uncertainty between the U.S. and China continues to escalate. Shares of Chinese equites have been bludgeoned, now back to levels first reached in early 2006, some 15 years ago. The fallout has taken some of the best investors with it, legends such as Charlie Munger, whose shares in BABA hover near all-time lows. We don’t see Chinese equities as “investable” these days, and we’re steering clear of direct exposure in the simulated newsletter portfolios at this time.

Aug 31, 2022

Valuentum: Outlook for Europe, China Is Bleak
Video: Valuentum's Associate Director of Research and Co-Portfolio Manager of the simulated newsletter portfolios, Callum Turcan, shares his thoughts about the global economy. Europe is facing considerable pressure from energy prices, while China may face a mortgage meltdown. Join Valuentum for this brief 6 minute video to get up to speed on the goings-on of the global economy and what troubles may be lurking ahead.

Mar 14, 2022

Valuentum Weekly: Yields on New Series I Savings Bonds Have Soared!
The Dow Jones, S&P 500 and NASDAQ futures are all indicated up Sunday night (March 13), but that may not mean much when trading kicks off tomorrow. The start to 2022 has been one of the worst stretches during the past decade, but broader market indexes still aren't down much, even after factoring in several expected rate hikes by the Fed and economic sanctions on Russia due to the war in Ukraine. According to data from Seeking Alpha, the S&P 500 (SPY), Dow Jones Industrial Average (DIA), and Nasdaq (QQQ) are off ~12%, ~10%, and ~19% so far this year, respectively. However, this weakness compares to (and is inclusive of) incredible 5-year price-only returns on the SPY, DIA, and QQQ of ~77%, ~58%, ~146%, respectively, so it's hard for stock investors to be disappointed in much of anything, even if all they were able to do was match the returns of the S&P 500 the past 5 years. Many, however, unfortunately, diluted those 5-year returns with hefty bond and international exposure and sometimes large AUM fees, so the weakness in 2022 is probably more painful for some than perhaps it should be. In any case, we remain bullish on stocks for the long run, with a heavy bent toward large cap growth and big cap tech with tactical overweight "positions" in big cap energy.

Dec 7, 2021

Meta Platforms (Facebook), One of the Most Underpriced Stocks on the Market
Image Shown: Meta Platforms Inc – Third Quarter of 2021 IR Earnings Presentation. We are huge fans of Meta Platforms and include shares of FB as an idea in the Best Ideas Newsletter portfolio. Our fair value estimate for Meta Platforms sits at $507 per share, well above where its shares are trading at as of this writing.

Nov 26, 2021

ICYMI: Time to Consider Buying Chinese Equities? Not Exactly.
Image Shown: Shares of Alibaba Group have plummeted over the past year in the wake of Beijing’s crackdown on China’s domestic tech and fintech titans. Is it finally time to start loading up on Chinese equities? We don't think so.