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  • Update To My 50 Predictions For 2013 [View article]
    We love it.

    One way of making it more compelling is to weight your predictions by conviction in advance. Maybe allocate a percentage of a total of 100 percentage points to each call for 2014. And if one prediction works out you, get the weight you assign it as points. If you score more than 51 points, then the article is a good one. Partial points shouldn't be awarded, as in stock-picking there is likely no middle-ground.

    In any case, very nicely done! The breadth of your knowledge is apparent.
    Aug 4 01:01 PM | 2 Likes Like |Link to Comment
  • Still Waiting On Kimberly-Clark [View article]
    Thank you all for reading!
    Aug 4 12:47 PM | Likes Like |Link to Comment
  • Intel's Dividend Disappointment: Don't Panic - Yet [View article]
    Intel has significant excess cash flow capacity to raise its dividend in coming periods. It is all up to the board as to when. The fundamentals support an increase, and management is well aware.

    Kind regards,

    The Valuentum Team
    Aug 4 12:46 PM | 2 Likes Like |Link to Comment
  • Abbott's Nutrition Business Continues To Lead The Charge [View article]
    Thank you for reading!

    The Valuentum Team
    Jul 31 08:49 PM | Likes Like |Link to Comment
  • Evaluating Ford Motor Company's (F) Future Dividend Expansion [View article]
    Some great comments. We appreciate it!
    Jul 31 08:49 PM | Likes Like |Link to Comment
  • Is Crocs Headed For A Fall? [View article]
    Thank you for reading!

    Kind regards,

    The Valuentum Teaam
    Jul 25 01:46 PM | Likes Like |Link to Comment
  • Hatteras: Preparing For Some Bad News With A Paired Trade [View article]
    Is there a particular reason why investors feel they must dabble in the mREITs? We can think of dozens of other higher-quality names out there.

    Hope you profited well from our call on the mREITs.

    Only the best,

    The Valuentum Team
    Jul 24 12:17 PM | Likes Like |Link to Comment
  • Evaluating Ford Motor Company's (F) Future Dividend Expansion [View article]
    Thank you all for reading. Though we strive to be as transparent as possible, we understand that we can always be more so. If you have any further questions, please let us know by contacting us at home on our website.

    All the best,

    The Valuentum Team
    Jul 22 03:53 PM | Likes Like |Link to Comment
  • Evaluating Ford Motor Company's (F) Future Dividend Expansion [View article]
    Thank you tDot. Very well said!
    Jul 22 03:51 PM | Likes Like |Link to Comment
  • Evaluating Ford Motor Company's (F) Future Dividend Expansion [View article]
    Hi MOJAY,

    Thank you for chiming in. We are forecasting a dividend growth rate of Ford at 5% in each of the next few years. However, the company has a relatively slim Dividend Cushion, which means that there's not too much wiggle room to the downside in its operations for us to get concerned about this growth rate. We view Ford's operations as highly cyclical, and our assessment of Ford's dividend is a long-term one.

    Thanks for reading!

    The Valuentum Team
    Jul 22 03:50 PM | Likes Like |Link to Comment
  • Evaluating Ford Motor Company's (F) Future Dividend Expansion [View article]
    Hi cbroncos,

    Thank you for noticing. We had identified Ford as undervalued long before its recent stock price rise. This is a very good thing. Our members on our website always receive our information as soon as it is published.

    We understand that you are looking at fiscal 2011, and that number is correct. We're also forecasting the firm's dividend growth rate out in the next few years -- we expect the future dividend growth rate to be about 5% in coming years.

    We make our fully-populated three-stage discounted cash-flow valuation models available to our financial advisor members, if you may be interested in evaluating our assumptions.

    Thanks for reading!

    Kind regards,

    The Valuentum Team
    Jul 22 03:48 PM | Likes Like |Link to Comment
  • Evaluating Ford Motor Company's (F) Future Dividend Expansion [View article]
    Hi Sisyphus,

    Thank you for the kind words. We often disclose the make-up of the composition of the Valuentum Dividend Cushion in our dividend articles, and we will continue to do this going forward. We understand that investors like to see how the Dividend Cushion builds up, and this is something that we're working to program into the reports on our website.

    You're correct. There should be considerations given to Ford's finance arm, as should there be considerations given to the current status of the pension. We include both in the Dividend Cushion calc. Until Ford decides to separate its manufacturing operations and its financial operations, we'll likely continue to do so.

    Thanks for reading! And thanks for stating that we're your favorite. That means a lot to us. And if you've been following us on SA, you're probably well aware of how good of a call we've had on Ford!

    Kind regards,

    The Valuentum Team
    Jul 22 03:44 PM | Likes Like |Link to Comment
  • Dividend Investors Should Ignore Price Fluctuations [View article]
    How low did Eastman Kodak's price go? What about Freddie and Fannie? Didn't Lehman pay a dividend? GM paid a dividend before it went belly-up, no? Why ignore prices? Why ignore information? Why not have the best of both worlds? Strong dividend growth and strong capital appreciation.
    Jul 18 01:55 AM | 1 Like Like |Link to Comment
  • Evaluating Coca-Cola's Dividend: Potential For Huge Increases [View article]
    Hi No Free Coke,

    That's a very interesting validation of our process. We do this for all firms that pay a meaningful dividend in our coverage.

    The Valuentum Team
    Jul 18 12:08 AM | Likes Like |Link to Comment
  • The Risks Of Residential/Mortgage REITs Are Too Many [View article]
    We hope you found this article extremely valuable. It marked the top of the mREIT peak!

    Kind regards,

    The Valuentum Team
    Jul 17 03:35 PM | Likes Like |Link to Comment
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