Seeking Alpha
View as an RSS Feed

Valuentum  

View Valuentum's Comments BY TICKER:
Latest  |  Highest rated
  • ConocoPhillips Fans Need Not Worry [View article]
    Thank you all for the comments! We appreciate the continued support.

    Kind regards,

    The Valuentum Team
    Feb 20, 2015. 03:37 PM | Likes Like |Link to Comment
  • Upping Our Fair Value Estimate Of Alibaba [View article]
    Andypochta1,

    The question is not between GAAP and non-GAAP. As in any valuation approach, the question is about free cash flow. Through the first nine months of 2015, Alibaba has raked in $5 billion in free cash flow. Accounting is not as important to the valuation equation than free cash flow.

    All the best,

    The Valuentum Team
    http://www.valuentum.com
    Feb 8, 2015. 11:03 AM | 2 Likes Like |Link to Comment
  • Upping Our Fair Value Estimate Of Alibaba [View article]
    Andypochta1,

    Thanks for reading. Pasted below is a link to a walk-through of our DCF valuation model. It is about 15 minutes. The speaker is Valuentum's President Brian Nelson:

    http://bit.ly/1C79NUP

    Hope you'll have a look.

    The Valuentum Team
    info@valuentum.com
    Feb 8, 2015. 10:54 AM | 1 Like Like |Link to Comment
  • Upping Our Fair Value Estimate Of Alibaba [View article]
    Thanks andypotchta1 and Ewlik,

    We think a fair value range, or a margin of safety, is critical to the valuation equation.

    All the best,

    The Valuentum Team
    info@valuentum.com
    Feb 8, 2015. 10:53 AM | 1 Like Like |Link to Comment
  • Upping Our Fair Value Estimate Of Alibaba [View article]
    Pete P.

    Thank you for your kind words.

    The Valuentum Team
    http://www.valuentum.com
    Feb 8, 2015. 10:52 AM | 3 Likes Like |Link to Comment
  • Whirlpool Could Be Ripe For An Entry Point - Soon [View article]
    Thanks SushiBlade!

    Kind regards,

    The Valuentum Team
    info@valuentum.com
    Dec 9, 2014. 11:11 AM | Likes Like |Link to Comment
  • Seeking Alpha Reaches 4 Million Registered Users; Here Are The Numbers That Really Matter [View article]
    Fantastic news Seeking Alpha! Thanks for all that you do!

    Kind regards,

    The Valuentum Team
    Dec 8, 2014. 12:53 PM | 2 Likes Like |Link to Comment
  • Convergys Is The Latest 10 On The Index [View article]
    Read this closely and all the way through, and you will get to asking the right types of questions:

    http://bit.ly/1v3rggj

    Thanks!

    The Valuentum Team
    Nov 24, 2014. 10:09 AM | 1 Like Like |Link to Comment
  • Why We're Huge Fans Of Gilead [View article]
    Hi somedata1,

    Here is a link to the preliminary constituents of the Highest-Rated Economic Castle Index:

    http://bit.ly/1r2vlNS

    Thanks for the question.

    The Valuentum Team
    http://www.valuentum.com
    Nov 20, 2014. 09:12 PM | 3 Likes Like |Link to Comment
  • Why We're Huge Fans Of Gilead [View article]
    Thank you kindly for your comments!

    The Valuentum Team
    http://www.valuentum.com
    Nov 19, 2014. 05:42 PM | Likes Like |Link to Comment
  • Sears Has Stopped Shrinking But Is This Really Good News? [View article]
    Here's more information on our process and track record:

    Stock Methodology: http://bit.ly/viu9MH

    White Paper Study: http://bit.ly/KVf6Q1

    Dividend Methodology: http://bit.ly/uFXpFr

    Rating Performance: http://bit.ly/1hL3xfV

    Rating Case Study: http://bit.ly/1wTRfZl

    Seeking Alpha Study: http://bit.ly/1rHH4jZ

    We are limiting in publishing promotional information on the Seeking Alpha platform. We hope you will visit our website to learn more.

    Thank you,

    The Valuentum Team
    Nov 12, 2014. 01:37 PM | 1 Like Like |Link to Comment
  • Stay Away From American Capital Agency! [View article]
    panamerican,

    This is the point we've been trying to make. We were writing these articles when AGNC was trading in the $30s:

    http://bit.ly/1rnMUfJ

    Thanks for reading!

    The Valuentum Team
    Nov 4, 2014. 12:23 AM | Likes Like |Link to Comment
  • Stay Away From American Capital Agency! [View article]
    moslee,

    Thank you for reading. Our track record speaks for itself:

    http://bit.ly/1rnMUfJ

    Please contact us at info@valuentum.com.

    Kind regards,

    The Valuentum Team
    Nov 4, 2014. 12:21 AM | Likes Like |Link to Comment
  • Stay Away From American Capital Agency! [View article]
    User 28634,

    The other comprehensive losses that have overwhelmed spread income are a direct result of marked to market asset adjustments. Any marking of market implies an unhedged position, as if it were truly fully hedged, there would be no need to adjust the value of the assets. We believe this is what many readers may be missing.

    Kind regards,

    The Valuentum Team
    Nov 4, 2014. 12:19 AM | Likes Like |Link to Comment
  • Stay Away From American Capital Agency! [View article]
    Matthew,

    Thank you for the comment. The important driver behind mREIT pricing is going to be book value and future economic value creation as measured by ROE-COE differential. The market is factoring in value-destruction in coming years, which is why AGNC's book value is trading below its market price. Said differently, ROE is expected to be lower than COE in coming years, as it was during the most recent quarter.

    Importantly, the major driver behind book value in recent quarters and the major driver behind the company's massive losses in recent years have been mark downs (other comprehensive income). Other comprehensive losses cannot be ignored because book value is key behind the valuation of the entity.

    We consider all the important factors behind the drives of AGNC's equity pricing. We're not only looking at spread income, but the value of the assets on AGNC's books as well.

    Thanks for reading.

    The Valuentum Team
    Nov 4, 2014. 12:17 AM | Likes Like |Link to Comment
COMMENTS STATS
1,366 Comments
506 Likes