ISRG

Valuentum Stock Screeners

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This article was sent to members via email December 29. That email can be accessed at the link that follows this article. By Brian Nelson, CFA Hi everyone, I wanted to provide an update with respect to Valuentum’s stock screeners. We believe our stock screeners are among the most robust when it comes to providing forward-looking data, or data that is important with respect to the investment decision-making process. We publish screens in each of the monthly newsletters, but we also provide a basic weekly screener for download on the left column of the website, “Download Weekly Stock Screener (xls) — login required.”   We also have other products. The more robust DataScreener, for example, is part of the quarterly Financial … Read more

Market Mayhem — Alerts for Members

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During these extremely volatile times, it’s important to stay focused. On December 15, we informed all of our members to “Pay Attention.” Shortly thereafter, we notified members of the potential for a stock market technical breakdown. This morning, we offered a pre-market briefing about the importance of thinking about portfolio protection. For Best Ideas Newsletter and Dividend Growth Newsletter members: http://campaign.r20.constantcontact.com/render?preview=true&m=1110817109903&ca=e2406cd6-c113-4344-8731-493f33fc44a4&id=preview For High Yield Dividend Newsletter members: http://campaign.r20.constantcontact.com/render?preview=true&m=1110817109903&ca=b3ba530f-38b3-489a-ac96-2961dca89c6b&id=preview For Exclusive members: http://campaign.r20.constantcontact.com/render?preview=true&m=1110817109903&ca=ba6d90c0-4433-48b2-9b8a-aac4ddf9006e&id=preview We’re here for any questions. Please just let us know how we can help! Kind regards, Brian Nelson, CFA  brian@valuentum.com

Valuentum’s Weighted Average Cost of Capital (WACC) Distribution

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The weighted average cost of capital is one of the most subjective measures in corporate finance, but it is also one of the most important ones. “The most important item over time in valuation is obviously interest rates…If interest rates are destined to be at low levels…It makes any stream of earnings from investments worth more money. The bogey is always what government bonds yield….Any investment is worth all the cash you’re going to get out between now and judgment day discounted back. The discounting back is affected by whether you choose interests rates like those of Japan or interest rates like those we had in 1982…When we had 15 percent short-term rates in 1982, it was silly to pay … Read more

Study: Valuentum’s Best Ideas Newsletter Portfolio

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To read the study, please click on the image to download the pdf document (pdf).

ICYMI: Valuentum’s Improved Stock and ETF Web Pages

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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

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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

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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

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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

Manufacturing Woes Continue to Hamper ZimmerBiomet

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Image Source: ZimmerBiomet The medical device industry continues its torrid run during 2017 as the perception of a more-favorable regulatory environment continues to fuel investor enthusiasm for the industry. While a rising tide can lift all boats, shares of ZimmerBiomet have come under intense selling pressure post its recent earnings debacle. Let’s review the company’s prospects. By Alexander J. Poulos Overview ZimmerBiomet (ZBH) is a leading supplier of medical devices with a focus on the musculoskeletal market. The company holds a sizeable market share in artificial knees, hips, and spinal solutions thanks in large part to the recently-completed merger of Zimmer with Biomet. The musculoskeletal market’s overall value is estimated to be worth $50 billion, but it is growing at … Read more

Earnings Update on the Medical Devices Industry Featuring Zimmer Biomet, Edwards Lifesciences, and Intuitive Surgical

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Image Source: Zimmer Biomet The outperformance of the medical devices industry continues unabated in 2017. The momentum underscores that the steep sell-off in the second half of 2016 was likely an overreaction. We’re updating our previous take of Zimmer Biomet, along with a brief earnings update on Edwards Lifesciences and Intuitive Surgical. By Alexander J. Poulos Zimmer Biomet Continues to Perform Shares of Zimmer Biomet (ZBH) came under heavy selling pressure upon the release of its recent earnings report on April 27, but we were content with the update as its diversified revenue stream continues to perform, in our view. Zimmer is in the process of integrating recent acquisitions, which continue to augment revenue, and the top line advanced 3.8% … Read more