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  • Air Quality Standards Take Aim At Coal [View article]
    Thank you all for reading, our friends.

    Have a nice weekend!

    The Valuentum Team
    Sep 27, 2013. 01:53 PM | Likes Like |Link to Comment
  • August Auto Sales: Ford's C-Max Outselling Tesla's Model S [View article]
    Great interactions and comments. Thank you all for reading. It's a very interesting fact, putting into perspective the two automakers.

    Kind regards,

    The Valuentum Team
    Sep 27, 2013. 01:52 PM | Likes Like |Link to Comment
  • Samsung's Smartwatch Underwhelms [View article]
    Hi all,

    Thank you very much for your comments. We appreciate the time you take to read our work.

    Have a nice rest of week!

    All the best,

    The Valuentum Team
    Sep 25, 2013. 10:07 PM | Likes Like |Link to Comment
  • Why Investors Shouldn't Like Dividends Of Banking Firms: 4 Very Good Reasons [View article]
    Thanks eaglebear. Very kind of you to offer praise.
    Sep 25, 2013. 01:54 AM | Likes Like |Link to Comment
  • Interested In A Holistic Research Approach For Home Depot? [View article]
    Hi TwinCities,

    Our process is not a simple 'We'd buy' when it's undervalued or a simple 'We'd sell' when it's overvalued. Other methodologies work that way, and we can't apologize for them.

    You'll notice that in the article you reference, Home Depot actually scored a 5 on our Valuentum Buying Index, which is our stock methodology. A 5 is middle-of-the-road. This is equivalent to a 'We'd hold.'

    It appears you are focused up on the valuation aspects of our process, which represents only part of the holistic view we pursue. There's nothing wrong with that -- we do fantastic valuation work -- but it is not our entire process. A combination of value --> momentum is why our process is superior to others -- because it considers what other investors think via technical/momentum work.

    So while, we continue to believe Home Depot falls within our fair value range (we have updated our fair value a few times since publishing), the company never registered a 'We'd sell' rating of a 1 or 2. This is an important distinction of our process.

    At the time of this writing, Home Depot registers a 6. We understand our process is complicated, but it works. We understand that many investors like to focus just on valuation, but we take a holistic approach, and this is why even though we didn't nail Home Depot's valuation (the jury is still out, however), our process didn't shun the stock like others.

    I hope this clarifies things.

    The Valuentum Team
    Sep 23, 2013. 08:14 PM | Likes Like |Link to Comment
  • Ever Want To Learn How To Evaluate DuPont's Stock? [View article]
    funfun,

    Excellent point regarding management. One of the key areas that we focus on is how management is performing as it relates to the fundamentals. We love talking about management teams and digging into the proxy, but the ultimate weighing machine is the financials of the firm. We can learn a lot about a firm's business model and its management team just by looking at the financial statements. It's akin to learning about management by evaluating what they do as opposed to what they say.

    Thank you so much for commenting!

    The Valuentum Team
    Sep 23, 2013. 10:40 AM | 2 Likes Like |Link to Comment
  • Why Investors Shouldn't Like Dividends Of Banking Firms: 4 Very Good Reasons [View article]
    Thanks for commenting Bob. We always appreciate your contributions and insights.

    Kind regards,

    The Valuentum Team
    Sep 23, 2013. 10:38 AM | Likes Like |Link to Comment
  • Why Investors Shouldn't Like Dividends Of Banking Firms: 4 Very Good Reasons [View article]
    No StrategicInvestor.

    We have diversified exposure as we outlined in our piece above.

    Kind regards,

    The Valuentum Team
    Sep 23, 2013. 10:27 AM | Likes Like |Link to Comment
  • Why GameStop Is Far From An Attractive Idea [View article]
    Hi CrimsonCap,

    Please do visit our website for our track record. Pasted below is a link to FAQ, where we disclose our performance:

    http://bit.ly/MtrQwH

    Thank you!

    The Valuentum Team
    Sep 23, 2013. 10:11 AM | Likes Like |Link to Comment
  • Why Investors Shouldn't Like Dividends Of Banking Firms: 4 Very Good Reasons [View article]
    Thanks slash32is4! We appreciate it.
    Sep 23, 2013. 10:10 AM | Likes Like |Link to Comment
  • Why Investors Shouldn't Like Dividends Of Banking Firms: 4 Very Good Reasons [View article]
    pim69,

    We're more favorable on Canadian banks due to their oligopolistic structure.

    Thank you for reading!

    The Valuentum Team
    Sep 23, 2013. 10:10 AM | Likes Like |Link to Comment
  • Why Investors Shouldn't Like Dividends Of Banking Firms: 4 Very Good Reasons [View article]
    GregT,

    Thank you for reading. We like to focus on firms' business models, and the strength of them. Banking firms certainly have greater risks than well-capitalized general, operating firms -- all else equal.

    Many investors aren't aware of such risks.

    Kind regards,

    The Valuentum Team
    Sep 23, 2013. 10:09 AM | Likes Like |Link to Comment
  • Why Investors Shouldn't Like Dividends Of Banking Firms: 4 Very Good Reasons [View article]
    Hi rcpatrick5443,

    Every investment has a degree of risk and uncertainty. The most successful investors will be those that receive the highest return for each level of risk.

    Thank you for reading.

    The Valuentum Team
    Sep 23, 2013. 10:08 AM | Likes Like |Link to Comment
  • Interested In A Holistic Research Approach For Home Depot? [View article]
    Thank you Michael. We really appreciate the very kind words.

    All the best, our friend.

    The Valuentum Team!
    Sep 23, 2013. 03:03 AM | Likes Like |Link to Comment
  • The Market Fully Appreciates Seadrill's Execution [View article]
    Hi Snake,

    Thanks for the question. Paying a dividend isn't an indication of an operating item but one of a financing item.

    For example, a person can take out a hefty loan and pay a penny a quarter to a friend and keep raising his/her payment to the friend for a long time (just on the proceeds from the debt issuance). Management teams can and do finance dividends via debt issuances, albeit not directly. Some other firms do finance directly by levering up the firm and paying the dividend out as a one-time event.

    We love to look at the financials because it tells us a story without words. All else equal, capital intensive businesses with hefty debt loads are more risky than those without.

    Seadrill should be able to pay its dividend for a while. And based on some of the responses here, we hope it does for commenters' sake.

    But the reality of the situation is that shares are risky relative to cash-rich, debt-free firms. This, unfortunately, is not a debatable item. They just are.

    All the best our friends,

    The Valuentum Team
    Sep 18, 2013. 05:04 PM | Likes Like |Link to Comment
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