ValuentumAd

Official PayPal Seal

Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Mar 15, 2019
DG Newsletter Alert, Markets on a Roll! New Highs Coming?
Image shown: We notified members December 26 that we had moved the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio to a "fully invested" position, from a 30% and 20% cash "weighting" at the high end of the range, respectively. It doesn't look like the timing could have been much better.
Mar 1, 2019
Dividend Increases/Decreases for the Week Ending March 1
Let's take a look at companies that raised/lowered their dividend this week.
Jan 30, 2019
Novartis Closes Out Busy Year; Proposes Dividend Hike
Image Source: Novartis fourth quarter presentation.  European pharmaceutical giant Novartis had a busy year in 2018 on its quest to renew its focus on medicines, and management is excited about its future growth trajectory. We continue to like its free cash flow generation and dividend growth potential.
Oct 19, 2018
Earnings Roundup: Past, Present, and Potential Dividend Growth Ideas
Image Source: Mike Cohen.Let’s take a look at the earnings reports of some past, present, and potential simulated Dividend Growth Newsletter portfolio ideas, including that of Novartis, Procter & Gamble, Honeywell, and Kinder Morgan.
Oct 11, 2018
GlaxoSmithKline: Turnaround in Progress?
Image Shown: GlaxoSmithKline's share price performance since late 2017.GlaxoSmithKline may be poised to enter an earnings trough if generic competition is successful in providing a replacement for key product Advair, but management is working to right the ship. The company’s dividend yield is compelling, but its success will ultimately depend on the progress of its clinical pipeline.
Oct 1, 2018
Big Movers for the Week Ending September 28
Those topping the big-movers board for the week ended September 28 include Gilead, Apple, Altria, Hasbro, Novartis, and more.
Jul 30, 2018
Novartis: Business Transformation in Progress
Image shown: The performance of Novartis’ stock price since the beginning of 2017. We’re still fans of Novartis as we feel the steps taken by the new CEO to radically reshape the healthcare conglomerate will unlock significant shareholder value. The company remains one of our favorite dividend growth ideas within the healthcare space.
Jul 13, 2018
What Are the Downside Risks of Gilead Sciences?
We think the risk-reward at Gilead remains positively skewed in investors’ favor, but let’s examine the downside case for Gilead Sciences so there are no surprises. It’s always a good approach to evaluate where an investor may go wrong with an investment idea, and assessing upside and downside cases, as in a fair value range, remains par for the course.
Jul 10, 2018
Biogen Hits a Potential Home Run
We closely follow the progress of the clinical pipeline of companies in the pharma/biotech sector. Unlike other less product-driven industries, the pharma/biotech sector can experience wide swings in operating performance as a result of the lapsing of patent protection on key drugs, underscoring the importance of innovation to replace aging products. Biogen may have hit a home run in the critical field of Alzheimer's, an area of tremendous untapped need.
Jun 27, 2018
Roche Continues to Underwhelm
We like cutting-edge, novel therapies as they have a transformative impact on a small to mid-cap biotech as years of revenue growth could be in the cards. While new therapies are the life-blood of the research field, the impact of a new novel therapy on the growth prospects of a large cap is often muted, however. Such is the fate of Roche as it struggles to replace its mainstay oncology division with new patent-protected entities.



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.