TLT

How Do We Use the Valuentum Buying Index?

by

How Do We Use the Valuentum Buying Index (VBI)? By Brian Nelson, CFA   Hi everyone,     Hope you are doing great!  We often receive questions about how we use the Valuentum Buying Index (VBI) rating system, one of the key metrics we use to source ideas for our members, but we think it is equally important to mention up front that the VBI is only one of the many facets of our website and services. For example, if you haven’t checked out the Dividend Cushion ratios on the stocks in your portfolio or the dividend growth product (from individual reports to the newsletter and beyond), surely you are not maximizing your membership! Don’t forget about the Economic Castle rating, … Read more

Dividend Increases/Decreases for the Week Ending March 6

by

Below we provide a list of firms that raised their dividends during the week ending March 6. 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 Aecon (AEGXF): now CAD 0.16 per share quarterly dividend, was CAD 0.145. Alamos Gold (AGI): now $0.015 per share quarterly dividend, was $0.010. Americold Realty Trust (COLD): now $0.21 per share quarterly dividend, was $0.20. Angel Oak Financial Strategies Income Term (FINS): now $0.1116 per share monthly dividend, was $0.1112. Armanino Foods of Distinction (AMNF): now $0.0275 per share quarterly dividend, was $0.0250. B. Riley Financial … Read more

Still Bullish — Stocks for the Long Run!

by

Excuses not to pick stocks are only exposing biases these days. By Brian Nelson, CFA The S&P 500 (SPY), Dow Jones Industrial Average (DIA) and Nasdaq (QQQ) continue to hover near all-time highs, and all appears well. We maintain our bullish take on the markets and believe that we are in the early innings of a long bull market that started following the washout March 2020 during the depths of the COVID-19 meltdown. Stock bull markets tend to average about 4.4 years in duration, with the last one enduring ~11 years, while bear markets are very abrupt, lasting only 11.3 months on average, the last one a very short 1.1 months, according to data from First Trust. We’re about 15 … Read more

Valuentum Weekly: Yields on New Series I Savings Bonds Have Soared!

by

The Valuentum Weekly is a brand-new weekly market commentary from Valuentum Securities, released each weekend in digital form. The Valuentum Weekly offers members a weekly synopsis of the markets and major events. It will be straight and to-the-point. Our goal is to deliver to you the latest information and insights. We welcome your feedback on how we can make the Valuentum Weekly as useful and as relevant for you as ever! — —– — Markets  — The Dow Jones, S&P 500 and NASDAQ futures are all indicated up Sunday night (March 13), but that may not mean much when trading kicks off tomorrow. The start to 2022 has been one of the worst stretches during the past decade, but broader … Read more

Cisco Rallies Big Time!

by

Image shown: Performance of the S&P 500 (SPY) since August 2017. As US equities continue their newly-found volatility, let’s take a look at some recent earnings reports and other developments around the markets. Cisco, the workhorse of both simulated newsletter portfolios, put up a fantastic report and upped its dividend. Berkshire continues to love Apple, and we maintain the view that the 10-year Treasury rate may be the greatest determinant of how well stocks perform in the coming decades. Airlines, garbage stocks, the “gas tax,” and more. By Kris Rosemann and Brian Nelson, CFA Do you know how happy it makes us to say that Cisco (CSCO) has been a staple of both the simulated Best Ideas Newsletter portfolio and … Read more

5 Years Strong!

by

Image Source: Andy Maguire By Brian Nelson, CFA This month was an important one for our investment research firm, Valuentum, and its flagship newsletter, the Best Ideas Newsletter. The June 2016 edition means that we have now surpassed the 5-year anniversary of the inception of this newsletter’s portfolio (page 8). This is a critical time horizon that we and many others believe is a good one to assess the quality of any money manager. Money managers can be lucky or unlucky over very short periods of time, as in the case of perhaps a 12-24 month period, but those that can generate and retain outperformance over a 5-year period and longer typically are doing a lot of things right, even … Read more

ICYMI — Podcast: 2nd Annual Nelson Exclusive Yearly Round Up Call

by

Tune in to President of Investment Research Brian Nelson’s Exclusive Yearly Roundup Call. Ladies and gentlemen, Thank you for joining us on our second annual Nelson Exclusive roundup call. I appreciate your interest very much, and I appreciate your attention even more. Just an important reminder, Valuentum is an information provider, not a broker or financial advisor, and we do not issue recommendations of any kind. With that said, let’s get started. These are the best of times. We have now surpassed the 9-year mark since the March 2009 panic bottom that sent shudders through the global financial system, and the US economy is as strong as it has ever been. US gross domestic product is now approaching $20 trillion … Read more