SAFM

Beyond Meat’s Market: $5 Billion or $1.5 Trillion?

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Image: The Beyond Burger accounted for about 70% of the company’s sales in 2018. The big question: how big is Beyond Meat’s opportunity? Is it $5 billion or $1.5 trillion? By Valuentum Analysts Shares of Beyond Meat Inc (BYND), one of the fastest-growing plant-based meat companies, have exploded higher since the meatless-meat producer went public in May. While this isn’t a stock we normally would like given the short operating history and lofty market expectations, we wanted to draw attention to the enormous potential Beyond Meat is targeting. As of the market close on June 10, Beyond Meat had a market capitalization of $10.1 billion. We estimate that if Beyond Meat is able to generate an adjusted EBITDA margin in … Read more

Prepared Remarks From Nelson Exclusive Conference Call June 30

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Read President of Investment Research Brian Nelson’s prepared remarks for the yearly roundup conference call, held for Nelson Exclusive members. If you would like to subscribe to the Nelson Exclusive publication, please learn more about the publication here. The Nelson Exclusive publication does not reflect real performance. Performance is hypothetical and does not represent actual trading. Ladies and Gentlemen, Thank you very much for joining us on the first conference call for members of the Nelson Exclusive publication. The first year of the publication has surely been an exciting one for all involved. When I first wrote the introductory letter of the Nelson Exclusive on July 1, 2016, we were well-aware the market had laid down the gauntlet for this publication. … 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

Dividend Increases/Decreases for the Week Ending September 23

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Below we provide a list of firms that raised/lowered their dividends during the week ending September 23. 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 8point3 Energy Partners (CAFD): now $0.2406 per share quarterly dividend, was $0.2325. ALPS Cohen & Steers Global Realty Majors ETF (GRI): now $0.382421 per share quarterly dividend, was $0.312204. Ameris Bancorp (ABCB): now $0.10 per share quarterly dividend, was $0.05. ATN International (ATNI): now $0.34 per share quarterly dividend, was $0.32. Bank of South Carolina (BKSC): now $0.14 per share quarterly dividend, was $0.13. BIOQUAL (BIOQ): … Read more

The Under-reported Story: The Presence of Avian Influenza May Be the “New Norm”

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Source: Cal-Maine, Valuentum estimates; Urner-Barry Southeastern Regional Large Egg Market Price (per dozen eggs) Egg prices are soaring as the avian flu has run rampant across farms in Midwestern states. According to some studies, the outbreak has reduced the national flock by more than 10%, and it is the largest outbreak on record in US history. Egg prices are the highest they’ve been in some time, and investors may not be fully aware of the implications. A state of emergency has been declared in Iowa, where the impact may be the worst. Scientists believe the virus may recede as temperatures in the Midwest increase, but every company in the food products industry, big or small, is being impacted at the … Read more

Dividend Increases/Decreases for the Week Ending September 19

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Below we provide a list of firms that raised/lowered their dividends during the week ending September 19. 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 Apollo Residential Mortgage (AMTG): now $0.44 per share quarterly dividend, was $0.42. Artesian Resources (ARTNA): now $0.2151 per share quarterly dividend, was $0.2119. Atlantic Tele-Network (ATNI): now $0.29 per share quarterly dividend, was $0.27. Blackstone Mortgage (BXMT): now $0.50 per share quarterly dividend, was $0.48. Covanta (CVA): now $0.25 per share quarterly dividend, was $0.18. Covidien (COV): now $0.36 per share quarterly dividend, was $0.32. Elmer … 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

Nelson: The 16 Most Important Steps To Understand The Stock Market

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A previous version of this article appeared on our website July 21, 2013. Refreshed and updated throughout, as of July 2018. By Brian Nelson, CFA After earning my MBA at the University of Chicago Booth School of Business and training stock and credit analysts from large organizations over the past decade or so, I have heard just about every question (though I admit I am still surprised by many things and remain a very humble student of the markets). I’ve also spent years perfecting the discounted cash flow process for large research organizations such as Morningstar and studied under one of the most famed aggressive growth investors of all time, Richard Driehaus. My knowledge runs the gamut from value through … Read more

Dividend Increases/Decreases for the Week Ending September 20

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Below we provide a list of firms that raised their dividends during the week ending September 20. 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 ALPS ETF Trust – ALPS Sector Dividend Dogs ETF (SDOG): now $0.3844 per share quarterly dividend, was $0.3797. Ameris Bancorp (ABCB): now $0.15 per share quarterly dividend, was $0.10. Dave & Buster’s (PLAY): now $0.16 per share quarterly dividend, was $0.15. DTF Tax-Free Income (DTF): now $0.04 per share monthly dividend, was $0.035. ETFMG Alternative Harvest ETF (MJ): now $0.28 per share quarterly dividend, was $0.18. … Read more