APC

Catching the Bottom?

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Image shown: The depths of how far the S&P 500 (SPY) has fallen more recently, and the timing of the decision to move to being “fully invested” in simulated Best Ideas Newsletter portfolio and simulated Dividend Growth Newsletter portfolio.   No Changes to Simulated Newsletter portfolios. This article was sent to members via email January 9. That email can be found at the link that follows this article. By Brian Nelson, CFA On the evening of December 26, we emailed members that we were moving to “fully invested” in both the simulated Best Ideas Newsletter and simulated Dividend Growth Newsletter portfolio. First of all, please let me apologize. I wanted to stay in front of members during one of the most volatile times … Read more

Markets Up Big; Upside Volatility

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Image shown: The S&P 500 ETF (SPY) since August 2017. The index has broken through support and is now bouncing back to resistance. By Brian Nelson, CFA Good morning everyone, Are you watching these markets? This is incredible. The Dow finished down 660 points yesterday (briefly dropping 700 points), and today, the Dow is currently trading up 600 points at the time of this writing. Granted, there was Apple’s (AAPL) poor first-quarter 2019 guidance yesterday and the strong jobs report today, but this volatility is not “normal,” no matter what others are saying. A couple announcements up front. For those that already ordered our book Value Trap, I will send you the pdf download to your email address just to make sure … Read more

Valuentum Stock Screeners

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This article was sent to members via email December 29. That email can be accessed at the link that follows this article. By Brian Nelson, CFA Hi everyone, I wanted to provide an update with respect to Valuentum’s stock screeners. We believe our stock screeners are among the most robust when it comes to providing forward-looking data, or data that is important with respect to the investment decision-making process. We publish screens in each of the monthly newsletters, but we also provide a basic weekly screener for download on the left column of the website, “Download Weekly Stock Screener (xls) — login required.”   We also have other products. The more robust DataScreener, for example, is part of the quarterly Financial … Read more

Market Mayhem — Alerts for Members

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During these extremely volatile times, it’s important to stay focused. On December 15, we informed all of our members to “Pay Attention.” Shortly thereafter, we notified members of the potential for a stock market technical breakdown. This morning, we offered a pre-market briefing about the importance of thinking about portfolio protection. For Best Ideas Newsletter and Dividend Growth Newsletter members: http://campaign.r20.constantcontact.com/render?preview=true&m=1110817109903&ca=e2406cd6-c113-4344-8731-493f33fc44a4&id=preview For High Yield Dividend Newsletter members: http://campaign.r20.constantcontact.com/render?preview=true&m=1110817109903&ca=b3ba530f-38b3-489a-ac96-2961dca89c6b&id=preview For Exclusive members: http://campaign.r20.constantcontact.com/render?preview=true&m=1110817109903&ca=ba6d90c0-4433-48b2-9b8a-aac4ddf9006e&id=preview We’re here for any questions. Please just let us know how we can help! Kind regards, Brian Nelson, CFA  brian@valuentum.com

Encana Adds Attractive Assets with Purchase of Newfield Exploration

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Image Source: Encana third-quarter presentation Encana already holds a nice presence in some of the most attractive oil-producing regions in North America, and its merger agreement with Newfield Exploration should only add to its appealing portfolio of unconventional plays. By Callum Turcan Encana Corporation (ECA) is a growing upstream oil & gas producer with operations in Canada and the United States. The firm’s two biggest targets in Canada are the Duvernay and Montney shale plays, and in the US, Encana is primarily focused on developing the Permian Basin and Eagle Ford plays. What all four of these regions have in common is they yield wells with a high-liquids production mix, allowing Encana to directly capitalize on the uneven and wobbly … Read more

Dividend Increases/Decreases for the Week Ending November 16

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Below we provide a list of firms that raised their dividends during the week ending November 16. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week Acadia Realty Trust (AKR): now $0.28 per share quarterly dividend, was $0.27. Acme United (ACU): now $0.12 per share quarterly dividend, was $0.11. Agilent (A): now $0.164 per share quarterly dividend, was $0.149. American Equity (AEL): now $0.28 per share annual dividend, was $0.26. Anadarko Petroleum (APC): now $0.30 per share quarterly dividend, was $0.25. Aramark (ARMK): now $0.11 per share quarterly dividend, was $0.105. Brown-Forman … Read more

ETF Analysis: Energy

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Please select the image below to download the report.

Valuentum’s Weighted Average Cost of Capital (WACC) Distribution

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The weighted average cost of capital is one of the most subjective measures in corporate finance, but it is also one of the most important ones. “The most important item over time in valuation is obviously interest rates…If interest rates are destined to be at low levels…It makes any stream of earnings from investments worth more money. The bogey is always what government bonds yield….Any investment is worth all the cash you’re going to get out between now and judgment day discounted back. The discounting back is affected by whether you choose interests rates like those of Japan or interest rates like those we had in 1982…When we had 15 percent short-term rates in 1982, it was silly to pay … Read more

Study: Valuentum’s Best Ideas Newsletter Portfolio

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To read the study, please click on the image to download the pdf document (pdf).

Oil Majors Benefit from Higher Energy Resource Prices

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Exxon Mobil, ConocoPhillips, and Chevron reported improved earnings and cash flow during the first quarter of 2018, thanks largely to higher realized energy resource pricing. The group may be better positioned for further bottom-line expansion moving forward as volume growth is expected to continue over the course of the year. By Kris Rosemann Key Takeaways Crude oil markets continue to improve, and higher realized prices are benefitting major oil producers, but geopolitical uncertainty and strong growth in US production continue to cast shadows over the space. The unpredictable nature of commodity prices, and the geopolitical uncertainty that sometimes drives them, will never go away. Exxon Mobil’s earnings and free cash flow generation improved thanks to higher realized prices, and its … Read more