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  • You Must Know This If You Own An MLP [View article]
    Hi all, thank you for your comments. Thank you for reading. My contact info is below if you have any questions I can help with.

    Brian Nelson, CFA
    brian@valuentum.com
    Feb 14 12:51 AM | 2 Likes Like |Link to Comment
  • Chevron's Balance Sheet Losing Luster; Losing Investment Case [View article]
    BAHAMAS1,
    Is there anything we can help you with here? We field a lot of questions from members each and every day, and it is easier for us to do it on our own platform. We can better serve our members in that manner. We try to get to all the comments on the boards. Let us know what we could do to make you happy. I think the article and comments are not promotional at all.
    Thanks,
    Brian
    Feb 13 02:52 AM | 6 Likes Like |Link to Comment
  • Seadrill's Financials Speak Of A Very Risky Enterprise [View article]
    Hi all,

    Thank you for reading our piece. We wanted to follow up with the news today (pasted below). We trust that you see we're operating in your best interest. We're completely independent. Come visit us -- we appreciate your support. All the very best, The Valuentum Team

    Seadrill could be headed for a dividend cut, Wells Fargo says
    Seadrill (SDRL -3.3%) may fail to secure the sales prices and external financing required to sustain its current dividend as equity and asset values are slipping, Wells Fargo worries as it downgrades shares to Underperform from Market Perform.
    The firm says SDRL's aggressive dividend policy has never been funded solely by the operations of its high-quality fleet, but instead through the sale of equity and convertible debt, equity in sponsored entities such as North Atlantic Drilling (NADL -1.3%) and Seadrill Partners (SDLP -1.5%), and the outright sale of rigs.
    The dividends of other drillers, including Ensco (ESV -0.9%), Noble (NE -0.2%), Transocean (RIG -0.2%) and Diamond Offshore (DO -0.2%), look safer for now, the firm says.
    Feb 12 02:59 PM | 1 Like Like |Link to Comment
  • Seadrill Doesn't Quite Make The Cut [View article]
    Hi all,

    I just wanted to update you on news with respect to SeaDrill. We think it is very important to follow up on our work to build your trust in us. Pasted below is recent news today. We're here to help. We're sure you see that now. We appreciate your support. Please visit us. All the very best. The Valuentum Team http://www.valuentum.com

    Seadrill could be headed for a dividend cut, Wells Fargo says
    Seadrill (SDRL -3.3%) may fail to secure the sales prices and external financing required to sustain its current dividend as equity and asset values are slipping, Wells Fargo worries as it downgrades shares to Underperform from Market Perform.
    The firm says SDRL's aggressive dividend policy has never been funded solely by the operations of its high-quality fleet, but instead through the sale of equity and convertible debt, equity in sponsored entities such as North Atlantic Drilling (NADL -1.3%) and Seadrill Partners (SDLP -1.5%), and the outright sale of rigs.
    The dividends of other drillers, including Ensco (ESV -0.9%), Noble (NE -0.2%), Transocean (RIG -0.2%) and Diamond Offshore (DO -0.2%), look safer for now, the firm says.
    Feb 12 02:57 PM | 1 Like Like |Link to Comment
  • Digging Into Seadrill's Dividend [View article]
    Hi all,

    I wanted to update you on news with respect to SeaDrill. Though I know many will not appreciate our following up on our work, but we think it is very important in order to build your trust in us. Pasted below is recent news today. We're here to help. We're sure that you see that now. We appreciate your support. Please visit us. The Valuentum Team http://www.valuentum.com

    Seadrill could be headed for a dividend cut, Wells Fargo says
    Seadrill (SDRL -3.3%) may fail to secure the sales prices and external financing required to sustain its current dividend as equity and asset values are slipping, Wells Fargo worries as it downgrades shares to Underperform from Market Perform.
    The firm says SDRL's aggressive dividend policy has never been funded solely by the operations of its high-quality fleet, but instead through the sale of equity and convertible debt, equity in sponsored entities such as North Atlantic Drilling (NADL -1.3%) and Seadrill Partners (SDLP -1.5%), and the outright sale of rigs.
    The dividends of other drillers, including Ensco (ESV -0.9%), Noble (NE -0.2%), Transocean (RIG -0.2%) and Diamond Offshore (DO -0.2%), look safer for now, the firm says.
    Feb 12 02:53 PM | Likes Like |Link to Comment
  • We Don't Think SeaDrill's Dividend Is Sustainable [View article]
    Hi all,

    I wanted to update you on news with respect to SeaDrill. Though I know that many will not appreciate our following up on our work, but we think it is very important in order to build your trust in us. Pasted below is recent news today. We're here to help. We're sure that you see that now. We appreciate your support. Please visit us. All the very best. The Valuentum Team http://www.valuentum.com

    Seadrill could be headed for a dividend cut, Wells Fargo says
    Seadrill (SDRL -3.3%) may fail to secure the sales prices and external financing required to sustain its current dividend as equity and asset values are slipping, Wells Fargo worries as it downgrades shares to Underperform from Market Perform.
    The firm says SDRL's aggressive dividend policy has never been funded solely by the operations of its high-quality fleet, but instead through the sale of equity and convertible debt, equity in sponsored entities such as North Atlantic Drilling (NADL -1.3%) and Seadrill Partners (SDLP -1.5%), and the outright sale of rigs.
    The dividends of other drillers, including Ensco (ESV -0.9%), Noble (NE -0.2%), Transocean (RIG -0.2%) and Diamond Offshore (DO -0.2%), look safer for now, the firm says.
    Feb 12 02:40 PM | Likes Like |Link to Comment
  • Chevron's Balance Sheet Losing Luster; Losing Investment Case [View article]
    Hi all,

    Thank you for the comments. We include Chevron in the Dividend Growth portfolio. That is quite an honor for any company. We do, however, believe it is equally important that investors understand as much about the company as possible. We're not here to hurt your investment, but to provide an independent informed opinion. There is no more valuable opinion than an independent one.

    Thank you for reading. And we wish all of you investing success!

    Kind regards,

    The Valuentum Team
    Feb 12 02:37 PM | 3 Likes Like |Link to Comment
  • The Numbers Are The Things That Matter At Whole Foods [View article]
    Hi Ginny,

    I think we're starting to get a feel that readers can't seem to grasp that 100% of a fair value estimate calculation is innate to the company's forecasts. A relative valuation will always be imperfect. I guess if we get another comment along these lines, we'll probably just omit it because a relative value approach is more a hedge against the DCF in our process (its the second pillar). Said differently, we'd rather have readers sing our praises about the depth of our discounted cash-flow process than comment about industry comparisons, which are difficult to do with unique companies.

    Thanks for your comment.

    The Valuentum Team
    Feb 10 02:40 PM | Likes Like |Link to Comment
  • The Numbers Are The Things That Matter At Whole Foods [View article]
    Hi mtspace,

    We apologize that you didn't see what Whole Foods VBI score was. Here is an excerpt from the third paragraph: "Whole Foods posts a VBI score of 3 on our scale, reflecting our "fairly valued" DCF assessment of the firm and its unattractive relative valuation versus peers."

    We have all of the information you could ever want on Whole Foods from our assumptions in a DCF model to our qualitative analysis on our own website. Please just reach out to our team at info@valuentum.com, and we'll be happy to share. Every fair value estimate that we have at Valuentum is backed by a three-stage free cash flow to the firm model.

    We agree that we're building in some optimistic projections and your highlighting that is very informative. This is one of the key benefits of our process: that we are transparent and members can decide whether our projections are reasonable or not. This is a distinct positive.

    Thank you for reading and commenting.

    Kind regards,

    The Valuentum Team
    Feb 10 02:37 PM | Likes Like |Link to Comment
  • The Numbers Are The Things That Matter At Whole Foods [View article]
    Hi Gary,

    I believe you are stating that your strategy is "to buy good companies..." A model is typically an Excel-based platform, in which a fair value estimate is derived from forward-looking projections. We understand that you may be joking to a degree, but it does detract from the process we're trying to convey to interested readers. Please do understand that we have a wealth of information on our own website that we cannot possibly recreate in this piece. Thank you for reading.

    Kind regards,

    The Valuentum Team
    Feb 10 02:33 PM | Likes Like |Link to Comment
  • Electronic Arts Will Prosper As GameStop Crumbles [View article]
    Thank you for the mention Quoth the Raven!

    Kind regards,

    The Valuentum Team
    Feb 8 06:18 PM | Likes Like |Link to Comment
  • Don't Sweat It! Commercial Aerospace Still Strong Despite Boeing's 'Worries' [View article]
    Hi,

    Here is our landing page on Boeing. Don't forget to check out Valuentum President Brian Nelson's call on Boeing at the following link -- he used to work at Morningstar:

    http://bit.ly/1aIaJaU

    Kind regards,

    The Valuentum Team
    Feb 8 06:17 PM | Likes Like |Link to Comment
  • Would You Believe IBM Has Deteriorating Earnings Quality And A Strong Dividend? [View article]
    Thank you all for your comments. We're available at our website for any questions. Here is our landing page for IBM:

    http://bit.ly/1iB4NQZ

    Hope you enjoy!

    Kind regards,

    The Valuentum Team
    Feb 8 06:16 PM | Likes Like |Link to Comment
  • 3D Systems May Have Further Room To Fall [View article]
    Thank you again for reading. At the time of the report, shares of DDD were trading at $81; they've now tumbled significantly. This chain is now quiet on bashing the piece. As we outline in the chart above, we think the lower end of the fair value range of DDD is just under $50, and we reiterate our view that "3D Systems Has Further Room to Fall." We'd love for you all to now sing our praises. We're taking down your names.

    Have fun!

    The Valuentum Team
    Feb 5 12:38 PM | 1 Like Like |Link to Comment
  • Should Investors Steer Clear Of Hewlett-Packard's Dividend? [View article]
    Hi rcpatrick5443,

    Pasted below is the link:

    http://bit.ly/uFXpFr

    Thanks for the questions.

    The Valuentum Team
    Feb 4 05:31 PM | Likes Like |Link to Comment
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