DG NEWSLETTER

Attention! by Brian Nelson, CFA We need your attention! The markets have had quite a run from the March 2009 depths of the Great Recession, and we need you today more than ever to apply your faculties to your investments. Though we highlighted the coming contraction in earnings multiples (stock prices) December 24, if you missed that warning, there is no point in our being happy (Here’s the note: /20131224_1). Remember, we only do well when you do well—our interests are tied 100% given our members-only business model. In light of recent emerging market fears, if you’re not already visiting our website more frequently and/or following us on Twitter (if you have an account) for real-time updates (@Valuentum), we encourage you … Read more

Dividend Growth Investors Face Unique Risks in 2014 by Brian Nelson, CFA With 2013 now in the rear-view mirror, we can happily say that the Dividend Growth portfolio significantly exceeded its goals of an annualized return in the mid- to- high-single digits for the year. We know that you’ve been a part of this journey in 2013, and we wanted to congratulate you as well. In fact, the successful year would not have been so without you, and we wanted to extend a big thank you for that. If you haven’t been a member for that long yet, we’re expecting an exciting 2014, too! For one, dividend growth investors are enjoying a time like no other in the history of the … Read more