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Something New!

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Hi everyone: To stay true to our mission, you’ll find something new regarding our methodology. In the coming weeks, you’ll see this table in our work going forward. We just wanted to let you know. We appreciate your membership very much!   ——————————————— About Our Name But how, you will ask, does one decide what [stocks are] “attractive”? Most analysts feel they must choose between two approaches customarily thought to be in opposition: “value” and “growth,”…We view that as fuzzy thinking…Growth is always a component of value [and] the very term “value investing” is redundant.                          — Warren Buffett, Berkshire Hathaway annual report, 1992 At Valuentum, we take Buffett’s thoughts one step further. We think the best opportunities arise from an understanding of … Read more

New Payment Option! Valuentum Research Update!

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Hi everyone: — We’re excited to say that we’re adding additional payment flexibility at Valuentum. — Many members have expressed interest in paying via other providers, and we have added Square to the mix. You can use credit or debit card or bank (ACH) to pay via invoice. — With all of the goings-on in the financial technology and payments space, we wanted to continue to provide members options to pay their memberships how they want and through who they want. You can always reach out to us at info@valuentum.com. — You’ll notice that we’ve also tightened our focus at Valuentum during the past 12-24 months in advance of what has certainly become a more difficult 2022 than even some … Read more

Our Reports on Stocks in the Recreational Vehicles Industry

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Image Source: Diamondback Structure of the Recreational Vehicles Industry The recreational vehicles industry spans firms that make boats, snowmobiles, all-terrain vehicles (ATVs), recreation vehicles and related accessories. Strong competition exists in all of these product groups, ranging from large, highly-diversified firms to small, single-product businesses. The revenue streams of participants are cyclical and are highly sensitive to personal discretionary spending levels. A strong distribution and dealer network is vital. Overall credit market conditions and the financial service operations of firms in the group should be watched very closely. We’re neutral on the structure of the space. We’ve optimized our industrials coverage. For their reports, please click here.

Valuentum Economic Castleâ„¢ Rating Update

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Read: Keeping the Horse Before the Cart: Valuentum’s Economic Castle™ Rating The Economic Castle Focuses on the Magnitude of Economic Value Creation The Valuentum Economic Castle™ rating is an enhancement of the competitive advantage framework (commonly known as economic moat analysis) that has become widespread and ubiquitous within the investing world. Whereas an economic moat framework evaluates a firm on the basis of the sustainability and durability of its competitive advantages, Valuentum’s Economic Castle™ rating evaluates a firm on the basis of the firm’s future economic profit spread (return on invested capital less its weighted average cost of capital). The companies with the strongest Valuentum Economic Castle™ ratings are poised to generate the most economic value for shareholders in the … Read more

Dividend Increases/Decreases for the Week Ending November 18

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Below we provide a list of firms that raised/lowered their dividends during the week ending November 18. 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 Agilent Technologies (A): now $0.132 per share quarterly dividend, was $0.115. American Equity (AEL): now $0.24 per share annual dividend, was $0.22. Assurant (AIZ): now $0.53 per share quarterly dividend, was $0.50. Bancroft Fund (BCV): now $0.52 per share quarterly dividend, was $0.25. Brown-Forman (BF.A): now $0.1825 per share quarterly dividend, was $0.17. Brunswick (BC): now $0.165 per share quarterly dividend, was $0.15. C&F Financial (CFFI): … Read more

Dividend Increases/Decreases for the Week Ending February 14

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Below we provide a list of firms that raised their dividends during the week ending February 14. 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 1st Constitution Bancorp (FCCY): now $0.09 per share quarterly dividend, was $0.07. Agnico Eagle (AEM): now $0.20 per share quarterly dividend, was $0.17. AllianceBernstein (AB): now $0.85 per share quarterly dividend, was $0.63. Amtek (AME): now $0.18 per share quarterly dividend, was $0.14. Ares Management (ARES): now $0.40 per share quarterly dividend, was $0.32. Auburn National (AUBN): now $0.255 per share quarterly dividend, was $0.250. Barrick … Read more