Study: Valuentum’s Best Ideas Newsletter Portfolio
To read the study, please click on the image to download the pdf document (pdf).
FDS
ICYMI: Valuentum’s Improved Stock and ETF Web Pages
Valuentum has rolled out improved stock and ETF web pages on its website valuentum.com/. Now, subscribers can access key proprietary information on the stock and ETF web pages in addition to the customary stock and ETF reports. Dear reader, We have some exciting news that we can’t wait to share with you! At valuentum.com/, we have rolled out new stock and ETF pages that conveniently include a variety of our proprietary metrics from the Dividend Cushion ratio to the Economic Castle rating and beyond! There’s even mouseover functionality so you can learn about how we define the key metrics across our stock-selection and dividend growth methodologies. You’ll still have access to the stock and dividend reports on the landing pages, … Read more
The “Luck” and “Randomness” of Index Funds
Please select the image below to download the document. Image shown, page 1 of 14. Tickerized for Valuentum’s coverage universe.
Video: Quants! You’re NOT Measuring VALUE and Nelson’s Theory of Universal Value
President of Investment Research Brian Nelson defines the concept of universal value and shows how quantitative statistical methods are inextricably linked to those of fundamental, financial, business-model related analysis. Value does not exist in respective process vacuums! Value is universal. Find out why. Running time: ~10 minutes. Tickerized for Valuentum’s stock and ETF coverage universe. Transcript Hi this is Brian Nelson from Valuentum Securities, and this is the tenth edition of a series that I call “Off the Cuff,” where I get in front of the camera and I talk for ten minutes. This is what we have to talk about today. We have to talk about this concept: The Theory of Universal Value. Value does not exist in vacuums … Read more
Valuentum’s Highest-Rated Economic Castles
Image Source: Dunrobin Castle; Golspie, Sutherland, John Haslam More information on the Economic Castle™ rating >> Important Note: The data provided below is current as of the date of this article. Valuentum may have updated the stock and dividend reports of companies after the published date of this article. Members should view the data in this article as a starting point for further research and always access the individual stock page of each desired company on our website for its most recent ratings, metrics, and valuation information. If you have any questions about our services, please contact us at info@valuentum.com. Company Name Symbol Sector Est Div Yield VBI Economic Castle Advanced Micro Devices AMD Information Technology 0.0% 3 Highest Rated Apple AAPL Information Technology 1.6% … Read more
The Price of Good Investment Research?
Photo credit: Phlebotomy Tech; Thomas Haynie Skimping on research could cost you big when the you-know-what hits the fan. Research firms are reportedly charging as much as $5,000 per hour for one-on-one meetings with top analysts. Access to basic research is now being priced at $40,000 a year at some firms. By Brian Nelson, CFA There’s a lot happening in the investment research business these days. My good friends at Morningstar (MORN) were recently “called out” over concerns about the perception of their star ratings on mutual funds, other providers had been hosting promotional research on their website, and some of the top banks are completely doing away with their analyst staff as the competitive environment heats up. Many a charter … Read more
Valuentum’s 3 Breakthroughs in the Field of Finance and More
Valuentum’s President Brian Nelson pauses for a picture before speaking at the CFA Society of Houston in March 2017. By Valuentum Editorial Staff Let’s cover Valuentum’s 3 major breakthroughs in the field of finance. The first one is big and may challenge you to rethink everything you think you know about investing. 1. On a logical framework, Valuentum has debunked John C. Bogle’s landmark syllogism that has paved the way for the concept of index investing. Index investing has been built on a logical shortcoming, whether supported by evidence or not. We think it is important that the investment community know of this. Read (pdf): The “Luck” and “Randomness” of Index Funds (2018), Brian Nelson, CFA See video documentation: /FALLACY_of_Index_Funds To … Read more
Crisis In Wall Street Stock Research; The Solution? Independent Investment Research
Image Source: Sam Valadi “New Wall Street Conflict: Analysts Say ‘Buy’ to Win Special Access for Their Clients… Securing face time for investors with top executives has become a vital revenue source for securities firms…” – Wall Street Journal, January 19, 2017 By Brian Nelson, CFA It is no surprise that buyside firms tend to prefer sell-side institutions that can get them access to the head honchos of companies. Buyside analysts and portfolio managers are talented, and some may have even come from the sell-side (in a previous life, if you can get them to admit it). In many cases, they know exactly what they’re doing (how to analyze a company or industry), and perhaps they have been doing so … Read more
5 Shocking Stock Market Predictions for 2017
Image Source: Claudia Dea Valuentum: 2017 Is the Year of Evangeline Adams By Brian Nelson, CFA “Entrepreneurs are never satisfied. They want to do things better. They strive for perfection and use all the ingenuity to their command to achieve it.” – J.W. Marriott My Inbox Was Overflowing with Kindness Your positive replies to my last email, “Words Cannot Express How I Feel” were simply incredible. My inbox was flooded with so many emails, so many kind words. There were so many that I’m still working through them. If you haven’t received a personal reply, plan on getting one. You’re very important to me. It’s quite possible that I may very well be the luckiest man to have such wonderful … Read more
The Times They Are a-Changing
This article was first published September 2013. It has not been updated. It has been republished to recognize the Nobel Prize in Literature being awarded to Bob Dylan October 13, 2016. Image Source: Mikko Tarvainen Come writers and critics Who prophesize with your pen And keep your eyes wide The chance won’t come again And don’t speak too soon For the wheel’s still in spin And there’s no tellin’ who That it’s namin’ For the loser now Will be later to win For the times they are a-changin’. — Bob Dylan – Times They Are a-Changin I was reading an article the other day that had come to the conclusion that stock funds will get more asset flows (read: be easier … Read more