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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Latest Valuentum Commentary

Oct 30, 2022
Something New!
Hi everyone: To stay true to our mission, you'll find something new regarding our methodology. In the coming weeks, you'll see this table in our work going forward.
Oct 28, 2022
Dividend Increases/Decreases for the Week of October 28
Let's take a look at firms raising/lowering their dividends this week.
Oct 27, 2022
VBI Ratings Not as Impressive As We Would Have Liked in 2022
Image: How the VBI rating system has ranked equities so far this year. At Valuentum, we use the Valuentum Buying Index (VBI) to source ideas into diversified simulated newsletter portfolios, and the VBI may be most applicable to the simulated Best Ideas Newsletter portfolio, where we generally like to include ideas when they register a high VBI rating and remove them when they register a low VBI rating. We always use the VBI in a portfolio setting and never by itself. Let's talk more about the VBI rating system in this work.
Oct 23, 2022
Must Watch: MPT Failures and High Yield Dividend Breakdown Spiral!
Valuentum's President of Investment Research breaks down what went wrong with modern portfolio theory in 2022, and why investors that have been lured into "sucker" yields may have just experienced permanent capital impairment with their retirement savings. A two-part video series.
Oct 20, 2022
Announcing Valuentum’s Customer Appreciation Day Winners!
Let's see who won an autographed copy of Value Trap and what they said about Valuentum's research! We applaud all of our members in their quest to preserve and generate long-term wealth. Keep going strong!
Oct 19, 2022
New Payment Option! Valuentum Research Update!
We're excited to say that we're adding additional payment flexibility at Valuentum. Many members have expressed interest in paying via other providers, and we have added Square to the mix. You can use credit or debit card or bank (ACH) to pay via invoice. With all of the goings-on in the financial technology and payments space, we wanted to continue to provide members options to pay their memberships how they want and through who they want. You can always reach out to us at info@valuentum.com.
Oct 19, 2022
Johnson & Johnson Reports Mixed 3Q Results, Plans to Spin Off Consumer Health Division Mid-to-Late 2023
Image Source: Johnson & Johnson. Johnson & Johnson is one of the top weightings in the simulated Dividend Growth Newsletter portfolio, and it has delivered tremendous stability at a time when the markets are facing considerable pressure. Year-to-date, Johnson & Johnson has fallen about 4% on a price-only basis, while the S&P 500 is down more than 18% so far in 2022. Macroeconomic uncertainty, inflationary pressures and currency headwinds will muddy operational results in the near term, and its planned spin-off of its ‘Consumer Health’ division as Kenvue in mid-to-late 2023 will complicate financials, but we still like Johnson & Johnson. Shares yield ~2.7% at the time of this writing.
Oct 18, 2022
Dividend Growth Idea UnitedHealth Group Outperforming
Image Shown: Shares of dividend growth idea UnitedHealth Group Inc have put up stellar performance so far in 2022. We are huge fans of UnitedHealth Group, and its dividend growth potential remains immense. The top end of our fair value estimate range sits at $599 per share of UnitedHealth Group, indicating that the health care giant also possesses substantial capital appreciation upside as well. UnitedHealth Group’s acquisition of Change Healthcare is intriguing and should generate material synergies going forward. Looking ahead, we expect that UnitedHealth Group will grow its dividend at a robust pace, aided by its strong free cash flow generating abilities and pristine balance sheet.
Sep 5, 2022
Valuentum: Now Bearish, We’ve Been Here Every Step of the Way
It’s easy to lose sight of the tremendous value that a Valuentum subscription provides during down markets, but we’ve been here for you every step of the way. 2019, 2020, and 2021 were fantastic years, and the simulated Best Ideas Newsletter portfolio and simulated Dividend Growth Newsletter portfolio have delivered in 2022. The High Yield Dividend Newsletter portfolio is holding up nicely, and ideas within the Exclusive publication continue to boast impressive success rates. Members continue to receive options ideas to bet directionally on the stock market, and the book Value Trap has been true to its efforts, showcasing the ongoing benefits of forward-looking analysis. [Given the change in opinion following the publishing of the August edition of the Best Ideas Newsletter, please be sure to check www.Valuentum.com for Valuentum’s latest.]
Sep 1, 2022
Nelson: Executing the Valuentum Strategy
Video: Valuentum's President Brian Nelson, CFA, explains why he's turned bearish on the equity markets after a great bull run. In this 8-minute video, learn about the fantastic returns of the stock market the past three years, and how the Valuentum way has cushioned the market decline in 2022. Watch now to learn about the textbook execution of the Valuentum strategy and more!


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The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on this website are for information purposes only and should not be considered a solicitation to buy or sell any security. The sources of the data used on this website are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. Valuentum is not responsible for any errors or omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a registered investment advisor and does not offer brokerage or investment banking services. Valuentum, its employees, and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.