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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

Dividend Increases/Decreases for the Week Ending June 23

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Below we provide a list of firms that raised/lowered their dividends during the week ending June 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 ALPS | Dorsey Wright Sector Momentum ETF (SWIN): now $0.05305 per share quarterly dividend, was $0.03923. ALPS Alerian Energy Infrastructure ETF (ENFR): now $0.2405 per share quarterly dividend, was $0.15615. ALPS Emerging Sector Dividend Dogs ETF (EDOG): now $0.312 per share quarterly dividend, was $0.095. ALPS Equal Sector Weight ETF (EQL): now $0.32887 per share quarterly dividend, was $0.27069. ALPS International Sector Dividend Dogs ETF (IDOG): … Read more

Shoe Retailing Stocks Stumble

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The market didn’t like the smell of Foot Locker’s first-quarter report, released May 19. Finish Line and Dick’s Sporting Goods likely forewarned of trouble. By Brian Nelson, CFA Shoe stocks have been stinking up the market lately. The writing may have been on the wall a couple months ago when Finish Line (FINL) released a weak fiscal fourth-quarter report for the period ending February 25 that showed consolidated sales falling 0.4% and (Finish Line) comparable sales dropping 4.5%. CEO of Finish Line Sam Sato said at the time that the company’s fiscal fourth quarter had finished off a “challenging year financially” for the company, and we can’t really disagree. It was tough fiscal year for the retailer. Here’s more of … 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 June 17

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Below we provide a list of firms that raised/lowered their dividends during the week ending June 17. 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 Ashford Hospitality Prime (AHP): now $0.12 per share quarterly dividend, was $0.10. Farmers & Merchants Bancorp (FMAO): now $0.23 per share quarterly dividend, was $0.22. Fidelity Nasdaq Composite Index Tracking ETF (ONEQ): now $0.54 per share quarterly dividend, was $0.49. Investar (ISTR): now $0.01 per share quarterly dividend, was $0.009. Mesa Royalty Trust (MTR): now $0.0358 per share monthly dividend, was $0.0221. Realty Income (O): now … Read more

Value Opportunities Not To Be Found In Footwear Market

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Athleisure, a term used to describe athletic-inspired leisure apparel, has been a source of strength for retailers in recent quarters and has found a solid niche in the heart of consumers. Athletic-casual wear has become a popular style choice and continues to be more accepted in a wide variety of social situations. The footwear market is following a similar trend. The dominant player in athletic footwear in the US is Nike (NKE); there are no ifs, ands, or buts about it. The Nike Free franchise–that’s only one of its running shoe franchises–recently eclipsed the $1 billion annual sales rate, which makes it bigger than 7 of the 10 largest shoe brands in the US. With well over $18 billion in … Read more