INTC

How Have Our “Best Ideas” Performed During 2017?

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The top-weighted ideas are getting the job done, while we avoided one of the biggest missteps in all of 2017. We’ve had better years, but 2017 was still a great one. Key takeaways: 1) “The top-weighted ideas in the Best Ideas Newsletter portfolio, Apple and Visa, performed wonderfully from the release of the December 2016 newsletter through November 13, 2017, averaging more than an increase of 45%, excluding dividends, versus a mid-teens percentage advance for the S&P 500, excluding dividends.” 2) “The weighting concept within a portfolio context is an important one because, as a portfolio manager adds more and more ideas to the portfolio, the next best idea is just that–the next best one–so the probability of diluting portfolio … Read more

Subscribe Now to NEW High Yield Dividend Newsletter! Earnings Reports Rolling In…

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Update: $400/year offer no longer available. ———- You have to read about our NEW High Yield Dividend Newsletter. Let’s cover that, and three key earnings reports that are driving the market to new heights October 27. By Brian Nelson, CFA I am excited about the rapid pace of new subscribers to the NEW High Yield Dividend Newsletter and accompanying simulated high-yield dividend portfolio. On the basis of the current sign-up rate, I don’t think the introductory savings will last much longer than this weekend. Please be sure to look into locking in the savings now. The annual cost of the NEW High Yield Dividend Newsletter is $400/year to the first 100 members (offer no longer available, but you can sign … Read more

Intel’s Stock Is Marching Ever Higher

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Image Shown: Intel’s shares have been catching a bid lately. Shares of newsletter portfolio idea Intel are cheap by our estimates, and the company sports a nice dividend yield to boot. Does it have further upside potential? By Brian Nelson, CFA We finally may be redeemed on our bullish call on newsletter portfolio idea Intel (INTC). It has taken a bit longer than usual but shares of the chip giant are now nearing the $40 per-share mark, levels that we thought it had deserved a couple years ago. Here’s a little background on the story arc – an except I wrote in October 2016: It was nearing the end of 2015, and I don’t think I was more bullish on … Read more

Video: Explaining the Valuentum Buying Index

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The Valuentum Buying Index (VBI) stands on the shoulders of giants in finance in uncovering investment ideas.  Brian Nelson, CFA: This is Brian Nelson from Valuentum Securities. Today, I would like to talk about our Valuentum Buying Index, the stock selection methodology that we use and apply across our entire coverage universe. But before I get into some of the specifics, I’d like to provide more or less a summary. Essentially what the Valuentum Buying Index does is it highlights undervalued stocks that are going up in price. Undervalued stocks with good momentum…Value-ntum stocks. So, at the core, the Valuentum Buying Index tries to find stocks that we think have a very strong likelihood of equity price appreciation. It breaks … Read more

Intel’s Shares Trading at Huge Discount to Market

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Image Source: Intel Newsletter portfolio holding Intel continues to put up strong results, and the market is simply not giving it credit for them. By Brian Nelson, CFA We were generally pleased by Intel’s (INTC) second-quarter report, released July 27. In a market environment, where other equities with little-to-no-growth are garnering outsize multiples, Intel registered top-line expansion of 9% on a year-over-year basis in the quarter, while it raised its non-GAAP earnings per share outlook for 2017 by $0.15, to $3.00, implying shares are trading at a very modest ~12 times current-year numbers. We would say Intel’s shares are a bargain in most any market, but especially in this one, where the average S&P 500 company is trading at 17.7 … Read more

Valuentum’s 3 Breakthroughs in the Field of Finance and More

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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

Alphabet, Intel, MLPs and More

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Let’s keep the good times going, would you say? Brian Nelson, CFA The good news during this first-quarter earnings season hasn’t let up, and we must say we’re very happy to say so. Newsletter portfolio holdings, our favorite ideas at any time, continue to exceed expectations. The Valuentum Buying Index helps us identify new ideas to consider, while the Dividend Cushion ratio helps us avoid dividend cuts. The Economic Castle rating helps us identify the best economic value-creators across our coverage universe. All three of these metrics (and our opinions on many more, including fair values/ranges and the like) you can’t find anywhere else but at Valuentum. We don’t leave any stones unturned when it comes to investment analysis. In … Read more

First Quarter 2017 Comes To A Close

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“Be sure to continue to study the difference between price and value—just because a stock’s price has advanced doesn’t make it more expensive if the value of its enterprise has increased at a faster rate. If you understand this concept, you may be smarter than 99.9% of the investing population.” – Brian Nelson, CFA By Brian Nelson, CFA The first quarter of 2017 came and went. Including dividends, the S&P 500 (SPY) roared nearly 6% higher during the period thanks to solid gains from the land of technology, an area that we have liked for the longest time. The Technology Select Sector SPDR (XLK) advanced more than 10% during the period, and key technology holdings in the Dividend Growth Newsletter … Read more

Intel Makes Strong Move into Autonomous Driving

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Image Source: Intel Newsletter portfolio holding Intel has agreed to acquire Mobileye, a leading provider for computer vision for Advanced Driver Assistance Systems (ADAS), for $15.3 billion in cash. “…we like what the deal brings for Intel. The company has effectively cut ties with its history as a PC chip behemoth, and is driving ahead full force into the broader connected devices market. The acquisition puts Intel at the forefront of the autonomous driving market, and its ownership of end-to-end solutions in the space not only gives it competitive advantages in the driverless car market, but also in the adjacent data center market.” — Kris Rosemann By Kris Rosemann Fresh off of a fourth quarter that its CEO called “a … Read more

Dow 21,000+; Forward P/E on S&P 500 ~18!!!

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By Brian Nelson, CFA To say that the broader equity market is “extended” is an understatement. After testing the 20,000 mark on the Dow Jones Industrial Average (DIA), stocks have now plowed through 21,000 in such a fashion that can only be compared to the euphoric trading activity of 1999 when the index surged to 11,000 from 10,000 over roughly the same time frame. Who remembers the days of the dot-com bubble? The market is clearly off its rocker, but the market isn’t always on its rocker. Stock prices under and overshoot intrinsic value all of the time. It’s a part of the markets, as much as oxygen is necessary for human life. The markets overshot to the downside during … Read more