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Recent Articles
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We're Still Bullish; GDP Continues To March Ever Higher!
Apr 14, 2022
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Image: "Gross domestic product (GDP), the featured measure of U.S. output, is the market value of the goods and services produced by labor and property located in the United States." Image Source: BEA.
We believe there will be continued strength in the equity markets during the back half of this year and into 2023. There are myriad headwinds to this bullish underlying thesis, but big-cap company fundamentals remain strong, and we think this will become evident during first-quarter 2022 earnings season, which is already upon us.
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Weekly: We're Bullish on This Self-Inflicted Market Sell-Off; Plus Meta (Facebook), PayPal, Consumer Staples, and HPQ
Apr 14, 2022
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We have a lot to cover in this week's Valuentum Weekly, but one thing is clear: We remain bullish on stocks for the long run.
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Best Idea Domino’s Is Incredibly Shareholder Friendly
Apr 12, 2022
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Image Shown: Domino’s Pizza Inc is incredibly shareholder friendly. Image Source: Domino’s Pizza Inc – Fourth Quarter of Fiscal 2021 IR Earnings Presentation.
Domino’s Pizza Inc is one of our favorite restaurant franchises. We include Domino’s as an idea in the Best Ideas Newsletter portfolio as we are huge fans of its asset-light business model, strong free cash flow generating abilities, bright growth outlook, and shareholder friendly management team. Our fair value estimate for Domino’s sits at $517 per share, substantially above where shares of DPZ are trading at as of this writing. Additionally, shares of DPZ yield a modest ~1.1% as of this writing, and its dividend program offers incremental upside to the potential return from capital appreciation.
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Best Idea Dollar General Roaring Higher
Apr 12, 2022
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Image Shown: We like the niche Dollar General Corporation has carved out for itself in the competitive discount retail industry. Image Source: Dollar General Corporation – Fiscal 2021 Annual Report.
Though the discount store retail industry is incredibly competitive, we like the niche that Dollar General Corp has carved out for itself by targeting towns and cities in the U.S. with populations of 20,000 or less. These are regions where e-commerce economics are not attractive due to hefty fulfillment costs, and often are underserved in terms of shopping options. Dollar General operates over 18,100 stores across 46 U.S. states and is included as an idea in the Best Ideas Newsletter portfolio. We continue to be big fans of Dollar General. Our fair value estimate stands at $234 per share of DG with room for upside as the top end of our fair value estimate range sits at $281 per share.
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