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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

There Is Milk At The Store

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This article first appeared in the September edition of the High Yield Dividend Newsletter. For more information about this publication, please see here. “Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” — Winston Churchill By Brian Nelson, CFA Very few of us could have imagined that we’d witness the bull market that began on that fateful day in March 2009 that might very well mark a generational low. In 2009, major investment banks around the globe were struggling to survive, and the fallout in the mortgage markets left the banks holding paper that nobody wanted to own, let alone buy. The global financial system … Read more

ICYMI — Video: Will Hasty Policy Facilitate the Next Leg Down, or Do We Have It Coming Anyway?

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President of Investment Research and award-winning author of Value Trap: Theory of Universal Valuation Brian Nelson explains how US policymakers are stuck between a rock and a hard place, and how the market may be factoring in too high of a probability of a return to normalcy before 2021. This and more in the latest video report. Summary Make sure you review Value Trap on Amazon. Do so here. We think those that bought equities near the bottom of this swoon may be looking to take profits at present levels. The market is currently reflecting an 80%-85% probability of a return to normalcy before 2021, which we believe is too high at this time. Our main concern is that government … Read more

Oncology News a Key Driver of Big Pharma

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Image Source: Images Money By Kris Rosemann There’s no shortage of excitement in the pharmaceutical (XLV, IBB) sector as of late. It’s almost on a weekly basis that we hear of some pharma giant involved in a merger, attempted acquisition, or buyout rumor, but it makes sense that ongoing consolidation will be an theme across the group, particularly when considering the outlook for top-line growth across the biotech/pharma space, which remains weighed down by pricing pressures. More recently, for example, diabetes giant Novo Nordisk (NVO) noted that it expects average drug prices in 2017 to be down in the low- to mid-single digit range from 2016 levels after the completion of the majority of its negotiations with pharmacy benefits managers … Read more

Earnings Roundup for the Week Ended Sunday, April 19, Covering Companies Across the Board

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By Callum Turcan Let’s take a look at several earnings reports across numerous industries in this article as the ongoing coronavirus (‘COVID-19’) pandemic forces the global economy to a crawl. Please note that as these reports primarily cover the first quarter of calendar year 2020, the impact of the pandemic has yet to be truly reflected in corporate earnings. That said, these reports still provide an important glimpse into what to expect going forward and how companies are responding to the pandemic. By ticker in alphabetical order: BBBY, CPSS, ISRG, LAKE, MRTN, OFLX, SCHW, TSM Bed Bath & Beyond Inc (BBBY) Shares of BBBY shot up on April 16 after reporting fourth quarter and full-year results for its fiscal 2019 … Read more

Update: COVID-19 Vaccine Race

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Image Source: Johnson & Johnson – Second Quarter of Fiscal 2020 IR Earnings Presentation By Callum Turcan The ongoing coronavirus (‘COVID-19’) pandemic has devasted the global economy (though things are starting to improve) and has fundamentally altered daily human life. According to a draft report from the World Health Organization (‘WHO’), there were 29 COVID-19 vaccine candidates undergoing clinical trials as of August 13 along with 138 other candidates undergoing preclinical evaluation. It is a race against the clock. Unfortunately, as of this writing on August 18, there have been ~170,000 COVID-19-related deaths in the US alone according to data from the US Centers for Disease Control and Prevention (‘CDC’). We are optimistic that one of the many “shots on … Read more

Dividend Increases/Decreases for the Week Ending March 9

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Below we provide a list of firms that raised their dividends during the week ending March 9. 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 American Eagle Outfitters (AEO): now $0.14 per share quarterly dividend, was $0.13. American Tower (AMT): now $0.75 per share quarterly dividend, was $0.70. AMERISAFE (AMSF): now $0.22 per share quarterly dividend, was $0.20. Anthem (ANTM): now $0.75 per share quarterly dividend, was $0.70. Armanino Foods of Distinction (AMNF): now $0.0225 per share quarterly dividend, was $0.02. BHP Billiton plc (BBL): now $1.10 per ADS semi-annual dividend, … Read more

Competitive Pressures Not Going Away for Teva

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The end of the patent life of a lucrative product can often lead to significant legal strife as aspiring biosimilar equivalents jockey for exclusivity. We have found the recent aggressive move by Mylan noteworthy in our ongoing coverage of Teva’s recent struggles. On a separate but related note, the settlement between Amgen and Abbvie underscores the volatile nature of maneuvers conducted in order to extend the patent life of a highly successful product. By Alexander J. Poulos and Kris Rosemann Make no bones about it, the former Best Ideas Newsletter portfolio idea in Teva Pharmaceuticals (TEVA) did not work out as planned. The company was “added” to the Best Ideas Newsletter portfolio in mid-2013 at $41.22 and was a strong … Read more