CXO

8 Announcements and Top Research You May Have Missed

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8 Announcements. This article was sent to members via email March 27. By Brian Nelson, CFA Hi everyone, Brian here. Trust you are doing great! Here are eight announcements I want you to be aware of: Everything we do is for our members. We’re very proud of the outperformance of the Best Ideas Newsletter portfolio, that we’ve never had a dividend cut in the Dividend Growth Newsletter portfolio, that our high-yield ideas are holding up very well, and the success rates of the Exclusive capital-appreciation ideas and short-idea considerations are running at approximately 80%. We’re proud to be your research partner. The odds of a Fed rate cut are going up as yield-curve inversion continues to threaten. The risks are more behavioral in … Read more

January 5-9: The Week That Was – Drowning in Crude

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By Brian Nelson, CFA The first full week of 2015 was a wild one! Monday and Tuesday brought some hefty losses to the indices, but the middle of the week helped recover most of the ground, only to give some of it back Friday. When all was said and done, however, the S&P 500 still closed comfortably above 2040, a huge leap from just 5-6 years ago. We’re still enjoying the good times, with economic data still coming in relatively sanguine. Like a frog in water, the markets are just waiting for the next shoe to drop, and the Federal Reserve is doing all that it can to assure investors that the Yellen-put is there to prop up the markets should … Read more

Top Research and Ideas You May Have Missed

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Is Quant Value Giving Intrinsic Value Investors a Bad Name? Surely, you don’t believe Warren Buffett’s “style” is out of favor? By Brian Nelson, CFA I need to make sure that you’re aware of something very important. The media and perhaps many investment professionals define the concept of “value” as companies with low price-to-book (P/B) ratios, and the concept of “growth” as companies with high price-to-book ratios. This definition of “value” and “growth” and their corresponding returns have been magnified in writings throughout the media and across quantitative research, even in prestigious journals. Warren Buffett has been rallying against most quantitative applications and how “growth” and “value” are defined in popular media and quantitative research for decades.  Here’s one of the Oracle’s most … Read more

Optimizing Coverage

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We’re shifting our coverage around a bit to better allocate resources to areas that are of interest to you! We’re dropping coverage of the following companies, but we plan to add different companies and finetune our analysis in other areas. Every day, we seek to make our service as valuable as it can be! By Christopher Araos Air Industries Group (AIRI) Air Industries focuses on flight safety, including landing gear, engine throttle quadrants and other components. Air Industries makes structural parts for aerospace and defense customers. It focuses on flight safety, including landing gear, engine mounts, throttle quadrants and other components. The company’s products can be found on Sikorski’s UH-60 Blackhawk helicopter, Lockheed’s F-35 Joint Strike Fighter, and Boeing and … Read more

Black Gold! Crude Oil Prices Leap to ~$50

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Key Takeaways: After being negative throughout much of the collapse in energy resource prices during 2014-2015, Valuentum has been market-neutral on the energy sector since October of last year, and the newsletter portfolios have participated in the bounce in energy shares from January 2016 via the Energy Select Sector SPDR (XLE). The Dividend Cushion ratio, which is a forward-looking cash-flow based metric of dividend health, flagged the risk of every dividend cut, without fail, in the Independent Oil & Gas industry in advance of the event: Anadarko (APC), Cenovus (CVE), Cimarex (XEC), Devon Energy (DVN), Noble Energy (NBL), and Range Resources (RRC). We’ll walk through the degree of capital cuts across the Independent Oil & Gas industry, the group’s efforts … Read more