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Recent Articles
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Valuentum: Outlook for Europe, China Is Bleak
Aug 31, 2022
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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.
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CubeSmart Is a Tremendous High Yielding Idea
Aug 30, 2022
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Image Shown: CubeSmart is one of our favorite high yielding ideas. Image Source: CubeSmart – June 2022 IR Presentation.
There is a lot to like about CubeSmart as the self-storage REIT has been doing great of late. CubeSmart possesses ample pricing power, its occupancy rates have been trending in the right direction of late, and the REIT is a stellar free cash flow generator. In our view, CubeSmart should be able to tap capital markets at attractive rates to meet its funding needs going forward. We appreciate CubeSmart’s latest guidance boost and continue to like shares of CUBE as an idea in the High Yield Dividend Newsletter portfolio. We are huge fans of self-storage REITs due to their ability to generate not just significant free cash flows, but significant excess free cash flows after covering their total payout obligations.
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We've Suspended Coverage of Stocks in the Disruptive Innovation Industry
Aug 28, 2022
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Image Source: Virgin Galactic.
--- We've suspended coverage of stocks in the 'Disruptive Innovation' industry. Order the Exclusive publication to gain access to idea generation that covers some of the most innovative stocks. As a member to the Exclusive publication, you'll receive one income idea, one capital appreciation idea, and one short idea consideration each month! --- The ‘Disruptive Innovation’ industry is unique in almost every way. The companies included don’t necessarily share a similar traditional industry or sector make-up, but they do share one big thing in common: They continue to disrupt the traditional way of doing things. Carvana is changing how consumers buy used cars, Roku is leading the streaming charge against linear TV, Teradyne's industrial robotics technology is fascinating, Beyond Meat is working to alter the substance of the meat products industry, Virgin Galactic wants to make spaceflight accessible for private individuals, Uber is changing how we think about getting from point A to point B through ridesharing, Penn National is aggressively expanding into sports betting with its investment in Barstool Sports, CRISPR Therapeutics' revolutionary gene-editing technology may offer a path to curative solutions for the worst diseases, Wayfair is disrupting how we buy home goods, ETSY is carving out a niche online marketplace in craft items, while Zoom Video has come of age during the outbreak of COVID-19. Others included in this list of stock reports have been around for a while, but are still innovating to meet customer needs. Monster Beverage continues to reinvent the energy drink market, Boston Beer has found new life with its portfolio of new brands, and even GameStop is seeking to find its place after the meme-stock frenzy. There are other companies in this industry and sure to be many more added in the future.
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Video: We Expect A Huge Market Flush! Looking to "Raise" Incremental Cash
Aug 27, 2022
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Video: Valuentum's Brian Nelson, CFA, breaks down the current market environment, highlighting reasons for the poor market sentiment driven by "tapped out" consumers and investors alike. He expects a big market "flush," and a challenging next couple years but remains a big fan of stocks for the long haul. Valuentum continues to seek to "raise" incremental cash in the simulated newsletter portfolios as it prepares to weather the storm. Video length: ~10 minutes.
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