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  • 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 Great title, good historical references, good qualitative assessments.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
  • Facebook Riding The Sweet Tides Of Momentum [View article]
    Sure gariepy. The starting point is the price of the stock at the time our 16-page report was published for members to view on our website.

    Our fair value estimate is $32 per share, though it's important to emphasize the fair value range of the equity as well.

    Yes, we made a good but not great call here.

    Thanks for noticing.

    The Valuentum Team
    http://www.valuentum.com
    Sep 12, 2013. 03:01 PM | Likes Like |Link to Comment
  • High DGR Dividend Growth Challengers [View article]
    Thanks David. A track record is a great sign of the board's willingness to keep raising the dividend.
    Sep 10, 2013. 12:52 PM | 6 Likes Like |Link to Comment
  • Best Buy: A Discounted Cash Flow Process Would Have Served Investors Well [View article]
    Hi lehholliday,

    Thank you so much for commenting on our article. We appreciate it!

    The Valuentum Team
    Sep 9, 2013. 03:30 PM | 1 Like Like |Link to Comment
  • Facebook Riding The Sweet Tides Of Momentum [View article]
    Hi Scout22,

    Is that really your takeaway? What if we told you we had a $32 fair value estimate when the stock was trading in the mid-$20s? Does this change your perspective?

    Thanks for reading!

    The Valuentum Team
    Sep 9, 2013. 03:22 PM | 3 Likes Like |Link to Comment
  • Murphy USA: Follow The Spin-Offs [View article]
    Hi Ariana Research,

    If the company is increasing its store count, and you are factoring growth in this regard, you MUST include the cost of the increased store count within the model. Basically, what you're saying is that any firm can just get the benefits of increasing their stores without actually paying for it. It's an imbalance in the model, unfortunately.

    Think of it as if you were management. Wouldn't it be great to get more stores without actually paying for them? When you ask this question, it starts to make more sense.
    Sep 9, 2013. 02:24 PM | Likes Like |Link to Comment
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