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  • Corning Has A Lot Going For It [View article]
    derf nenhob,

    Stock prices have tripled off the March 2009 bottom. A fair value range that considers the time-tested principles of a margin of safety, adopted and trumpeted by the likes of Warren Buffet and Benjamin Graham, is quite informative.

    The inability of analysts to predict a company's quarterly earnings reveals the inherent difficulty in fair value estimation and should be very telling about the fallacy of precision. Applying a reasonable discount to intrinsic value is a tried-and-true practice.

    Please also understand, however, that uncertainty is not only to the downside, but also to the upside. This is why Corning's fair value range may be larger than, say, Honeywell's, for example. Uncertainty is not only to the downside. This is what you are picking up in our work -- Corning's upside potential and wide range of opportunities.

    Again, we're after identifying valuation outliers across our entire coverage universe. We also provide a point fair value estimate, which is the midpoint of the fair value range.

    There are a large number of companies that fall outside of our fair value ranges for them, and those are the ones that we are very, very interested in.

    Hope this helps clarify things.

    Kind regards,

    The Valuentum Team
    info@valuentum.com
    Mar 10, 2015. 01:13 PM | Likes Like |Link to Comment
  • There Will Be A Better Time To Consider Honeywell [View article]
    derf nenhob,

    Stock prices have tripled off the March 2009 bottom. A fair value range that considers the time-tested principles of a margin of safety, adopted and trumpeted by the likes of Warren Buffet and Benjamin Graham, is quite informative.

    The inability of analysts to predict a company's quarterly earnings reveals the inherent difficulty in fair value estimation and should be very telling about the fallacy of precision. A 20% discount to intrinsic value is a very reasonable margin of safety in the grand scheme of things.

    Again, we're after identifying valuation outliers across our entire coverage universe. We also provide a point fair value estimate, which is the midpoint of the fair value range.

    There are a large number of companies that fall outside of our fair value ranges for them, and those are the ones that we are very, very interested in.

    Hope this helps clarify things.

    Kind regards,

    The Valuentum Team
    info@valuentum.com
    Mar 10, 2015. 01:09 PM | Likes Like |Link to Comment
  • Whoa! ConocoPhillips Has Moved Too Far Too Fast [View article]
    Thank you all for your comments! We like hearing from each and every one of you!

    Kind regards,

    The Valuentum Team
    Feb 21, 2015. 01:17 PM | Likes Like |Link to Comment
  • CSX Train Derails, A Material Event? [View article]
    deercreekvols,

    We appreciate the kind words. Thank you for reading!

    The Valuentum Team
    Feb 20, 2015. 03:39 PM | Likes Like |Link to Comment
  • CSX Train Derails, A Material Event? [View article]
    Thanks Joseph! Our best wishes as well.

    Kind regards,

    The Valuentum Team
    Feb 20, 2015. 03:38 PM | Likes Like |Link to Comment
  • ConocoPhillips Fans Need Not Worry [View article]
    Thank you all for the comments! We appreciate the continued support.

    Kind regards,

    The Valuentum Team
    Feb 20, 2015. 03:37 PM | Likes Like |Link to Comment
  • Upping Our Fair Value Estimate Of Alibaba [View article]
    Andypochta1,

    The question is not between GAAP and non-GAAP. As in any valuation approach, the question is about free cash flow. Through the first nine months of 2015, Alibaba has raked in $5 billion in free cash flow. Accounting is not as important to the valuation equation than free cash flow.

    All the best,

    The Valuentum Team
    http://www.valuentum.com
    Feb 8, 2015. 11:03 AM | 2 Likes Like |Link to Comment
  • Upping Our Fair Value Estimate Of Alibaba [View article]
    Andypochta1,

    Thanks for reading. Pasted below is a link to a walk-through of our DCF valuation model. It is about 15 minutes. The speaker is Valuentum's President Brian Nelson:

    http://bit.ly/1C79NUP

    Hope you'll have a look.

    The Valuentum Team
    info@valuentum.com
    Feb 8, 2015. 10:54 AM | 1 Like Like |Link to Comment
  • Upping Our Fair Value Estimate Of Alibaba [View article]
    Thanks andypotchta1 and Ewlik,

    We think a fair value range, or a margin of safety, is critical to the valuation equation.

    All the best,

    The Valuentum Team
    info@valuentum.com
    Feb 8, 2015. 10:53 AM | 1 Like Like |Link to Comment
  • Upping Our Fair Value Estimate Of Alibaba [View article]
    Pete P.

    Thank you for your kind words.

    The Valuentum Team
    http://www.valuentum.com
    Feb 8, 2015. 10:52 AM | 3 Likes Like |Link to Comment
  • Whirlpool Could Be Ripe For An Entry Point - Soon [View article]
    Thanks SushiBlade!

    Kind regards,

    The Valuentum Team
    info@valuentum.com
    Dec 9, 2014. 11:11 AM | Likes Like |Link to Comment
  • Seeking Alpha Reaches 4 Million Registered Users; Here Are The Numbers That Really Matter [View article]
    Fantastic news Seeking Alpha! Thanks for all that you do!

    Kind regards,

    The Valuentum Team
    Dec 8, 2014. 12:53 PM | 2 Likes Like |Link to Comment
  • Convergys Is The Latest 10 On The Index [View article]
    Read this closely and all the way through, and you will get to asking the right types of questions:

    http://bit.ly/1v3rggj

    Thanks!

    The Valuentum Team
    Nov 24, 2014. 10:09 AM | 1 Like Like |Link to Comment
  • Why We're Huge Fans Of Gilead [View article]
    Hi somedata1,

    Here is a link to the preliminary constituents of the Highest-Rated Economic Castle Index:

    http://bit.ly/1r2vlNS

    Thanks for the question.

    The Valuentum Team
    http://www.valuentum.com
    Nov 20, 2014. 09:12 PM | 3 Likes Like |Link to Comment
  • Why We're Huge Fans Of Gilead [View article]
    Thank you kindly for your comments!

    The Valuentum Team
    http://www.valuentum.com
    Nov 19, 2014. 05:42 PM | Likes Like |Link to Comment
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