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Update: Frequently Asked Questions About Valuentum Securities, Inc.

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What is Valuentum Securities? Valuentum (val∙u∙n∙tum) [val-yoo-en-tuh-m] Securities Inc. is an independent investment research publisher, offering premium equity reports and dividend reports, as well as commentary across all sectors/companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools/products, and more. Independence and integrity remain our core, and we strive to be a champion of the investor. Valuentum is based in the Chicagoland area. Valuentum is not a money manager, broker, or financial advisor. Valuentum is a publisher of financial information. How do I subscribe to Valuentum’s investment research services? 1)    Click the following link: signup-page. 2)    Select your membership plan. 3)    Enter your contact details. 4)    Click ‘Sign Up.’ 5)    Complete your purchase. 6)   Your payment profile may be recurring, so please check … Read more

The Impact of the US Housing Recovery Cannot Be Underestimated

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Valuentum reveals the far-reaching implications of a strengthening US housing market.

The Best Ideas for 2014 and Beyond: Part I

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The Valuentum Buying Index, our stock selection methodology, identifies firms that are 1) undervalued on a discounted cash-flow basis (e.g. three-stage fully-populated valuation model with complete financial statements), 2) undervalued on a relative value basis versus peers and the firm’s closest competitors, where applicable, and 3) just starting to show interest by investors as measured by technical/momentum indicators, providing the mechanism to drive a firm’s price to its fair value. Without the latter component, investors have a heightened risk of holding an underpriced stock for an extended period of time, one that may turn out to have little prospects for eventual price-to-fair-value convergence. Once a firm is added to the Best Ideas portfolio or Dividend Growth portfolio, generally with a Valuentum … Read more

Dividend Increases/Decreases for the Week of July 29

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Below we provide a list of firms that raised their dividends during the week ending July 29. 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                Alexander & Baldwin (ALEX): now $0.22 per share quarterly dividend, was $0.20. Alliance Resource Partners (ARLP): now $0.40 per share quarterly dividend, was $0.35. Amalgamated Bank (AMAL): now $0.10 per share quarterly dividend, was $0.08. American States Water (AWR): now $0.3975 per share quarterly dividend, was $0.3650. Arbor Realty Trust (ABR): now $0.39 per share quarterly dividend, was $0.38. Armada Hoffler Properties (AHH): now $0.19 … Read more

2,350-2,750 on the S&P? Could the Coronavirus Catalyze a Financial Crisis?

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Image: We think a rather modest sell-off in the market to the target range of 2,350-2,750 on the S&P 500 is rather reasonable in the wake of one of the biggest economic shocks since the Global Financial Crisis. The chart above shows how far markets have advanced since 2011, and an adjustment lower to the target range of 2,350-2,750 is rather modest in such a context and would only bring markets to late 2018 levels (note red box as the target range). The range reflects ~16x S&P 500 12-month forward earnings estimates, as of February 14, adjusted down 10% due to COVID-19. When companies like Visa talk about a couple percentage points taken off of growth rates, one knows that … Read more

Stock Market Outlook for 2021

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By Valuentum Analysts February 8, 2021 2020 was one for the history books. We covered our thoughts and reflections on the past year in our “2020 Won’t Soon Be Forgotten” article (link here), and now we are looking towards the future. Global health authorities should be able to bring an end to the ongoing coronavirus (‘COVID-19’) pandemic sooner than many had expected as several vaccines have already been improved for emergency use and several others appear increasingly likely to get approved. Global vaccine distribution activities are currently underway, and this should allow the world to slowly return to pre-pandemic activities. Before then, immense stimulus measures launched primarily in developed nations should support global economic activities until the public health crisis … Read more

Earnings Roundup: DIS, GM, PEP, TWTR, UA

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Image Shown: A look at the 2022 GM HUMMER EV pickup truck that is due to launch by the end of this year. Image Source: General Motors Company – Fourth Quarter of 2020 IR Earnings Presentation By Callum Turcan In alphabetical order by ticker: DIS, GM, PEP, TWTR, UA Earnings season is roaring along, and we cover the reports of five more companies across different sectors in this article. The coronavirus (‘COVID-19’) pandemic continues to loom large, though we are encouraged by reports from Moderna Inc (MRNA) that its existing COVID-19 vaccine approved for emergency use is at least somewhat effective at treating variants of the virus according to initial clinical trials (a lot more work needs to be done … Read more

Tesla: Can a Savvy Start-up Become the Next Great American Auto Company?

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Key Takeaways: ·        The Model S is a breathtaking car, and its positive reception well-deserved. Motor Trend’s 2013 “Car of the Year” doesn’t begin to explain how great this car truly is. We went to a dealership to check it out for ourselves. ·        Tesla’s (TSLA) brand has low penetration. Considering the automaker will ship around 20,000-21,000 units this year (less than 0.1% of the US auto market), we think the company is still relatively unknown outside the finance and environmental circles. ·        Battery Cost Issues? We think the bear argument that battery costs might not fall fast enough is valid. However, we tend to bet on innovation in the long run. In our view, Tesla will sort out the issue. ·        The long-term … Read more

Assessing Reactions to Trump’s Victory

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Image Source: Gage Skidmore Donald Trump will be the 45th President of the United States of America. Let’s dig into some of the reactions across the market. We’re keeping our cool. By Kris Rosemann and Brian Nelson, CFA The global markets often don’t know what to make of surprises, a characteristic that was on full display as news came rolling in that Donald Trump would soon become the 45th President of the United States, “trumping” Secretary Hillary Clinton in a decisive electoral college victory, despite the popular vote eventually going to the Democratic candidate. In the wee hours of the morning Wednesday, November 9, major markets across the globe were in shock, showing red almost across the board. At one … Read more

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