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  • LinkedIn's Management Agrees With Us - Its Stock Is Overpriced [View article]
    Thank you for your kind comments.

    The Valuentum Team
    Sep 17, 2013. 09:49 AM | Likes Like |Link to Comment
  • The Market Fully Appreciates Seadrill's Execution [View article]
    Nothing has changed. This is called an earnings note on a firm. Analysts write these to supplement the extensive valuation analysis that typically accompanies a report. We're reiterating our view that Seadrill is fairly valued. Again, this article was published on our website for our members a number of weeks ago.

    Thanks for reading!

    The Valuentum Team
    Sep 17, 2013. 09:13 AM | 1 Like Like |Link to Comment
  • Why We Like Union Pacific [View article]
    Hi Craig,

    In the equity research business, analysts update their views when opinions change or when firms report earnings or other corporate events.

    The sell-side, for example, may not update an initiation report for years, or at all, following its release. Once the sell-side, for example, issues a buy rating on a company, they do not necessarily have to reiterate it every day.

    We remain confident in our intrinsic value analysis.

    Why was this your main takeaway?

    Thanks for reading!

    The Valuentum Team
    Sep 17, 2013. 08:10 AM | Likes Like |Link to Comment
  • The Market Fully Appreciates Seadrill's Execution [View article]
    Hi all,

    We think you're reading a bit too much into the timing. We published this article on our website a few weeks ago:

    http://bit.ly/168JelT

    Thanks for the comments.

    The Valuentum Team
    Sep 17, 2013. 08:07 AM | 1 Like Like |Link to Comment
  • Joy Global's Business Is Bad And Getting Worse [View article]
    Hi wil3714,

    It seems counter-intuitive, but buying anything that is overvalued is always value-destructive, unfortunately.

    Thanks for reading!

    The Valuentum Team
    Sep 16, 2013. 07:32 PM | Likes Like |Link to Comment
  • Invest In Stocks With A Margin Of Safety To Reduce Risk And Enhance Returns [View article]
    Nice work Chuck. The more investors know about the concept of a margin of safety, the better they understand equity research and fair value ranges!

    All the best,

    The Valuentum Team
    Sep 13, 2013. 03:13 PM | 2 Likes Like |Link to Comment
  • These 3 Retailers Won't Make It To 2020 [View article]
    Really nice article. Great title, good historical references, good qualitative assessments.
    Sep 13, 2013. 03:12 PM | 1 Like Like |Link to Comment
  • Why Yahoo Has Upside Potential To The Mid-$30s [View article]
    Testing.
    Sep 13, 2013. 02:52 PM | Likes Like |Link to Comment
  • Why We're Huge Fans Of Baidu [View article]
    Trust me O.M. Jonson. You are not ripping on Valuentum. We're doing great!

    Here's a little more about us:

    http://bit.ly/TZX0Tn

    All the best,

    The Valuentum Team
    Sep 13, 2013. 02:46 PM | Likes Like |Link to Comment
  • What's A Fair Value Range For Halliburton? [View article]
    tavern123,

    Thank you so much for your kind words. We appreciate it.

    All the best,

    The Valuentum Team
    Sep 13, 2013. 11:03 AM | Likes Like |Link to Comment
  • Shares Of GameStop Look Expensive Even With Strong Guidance [View article]
    Hi O.M. Johnson,

    Please forgive us for the spelling error. That's quite funny, actually. We have it corrected on our website.

    Thanks,

    The Valuentum Team
    Sep 13, 2013. 11:02 AM | Likes Like |Link to Comment
  • Shares Of GameStop Look Expensive Even With Strong Guidance [View article]
    Hi Valueguy1982,

    That's correct. We have no interest in a stock in what we consider to be a secularly declining industry. We won't like it until the fundamentals change.

    Industry structure trumps management in almost every instance.

    All the best,

    The Valuentum Team
    Sep 13, 2013. 11:01 AM | 2 Likes Like |Link to Comment
  • Why Yahoo Has Upside Potential To The Mid-$30s [View article]
    "This whole article is BS"

    Thanks for reading it! We'll relay the comment to our analyst team.

    Kind regards,

    The Valuentum Team
    Sep 13, 2013. 10:52 AM | Likes Like |Link to Comment
  • Why Yahoo Has Upside Potential To The Mid-$30s [View article]
    Hi DoctoRx,

    Thanks for reading.

    We forecast a much brighter ROIC for Yahoo. Thank you for noticing the transparency of our historical measures.

    Yes, that's correct. We think Yahoo falls within our fair value range, so we think it is fairly valued.

    There are a number of titles we could have used.

    Thanks again for reading!

    The Valuentum Team
    Sep 13, 2013. 10:52 AM | Likes Like |Link to Comment
  • Why Yahoo Has Upside Potential To The Mid-$30s [View article]
    Hi Cambrian Capitalist,

    We think a fundamental beta of 1 is appropriate. The way to think about this is Yahoo is about as risky as the average stock in our coverage universe.

    We do not use the traditional beta, given all of its pitfalls.

    Thanks for the comment!

    All the best,

    The Valuentum Team
    Sep 13, 2013. 10:49 AM | Likes Like |Link to Comment
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