Valuentum
Valuentum
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ABOUT
At Valuentum, we think the best opportunities arise from a complete understanding of all investing disciplines in order to identify the most attractive stocks at any given time. Valuentum therefore analyzes each stock across a wide spectrum of philosophies, from deep value through momentum investing. We think companies that are attractive from a number of investment perspectives--whether it be growth, value, momentum, etc.--have the greatest probability of capital appreciation and relative outperformance. The more investors that are interested in the stock for reasons based on their respective investment mandates, the more likely it will move higher.
Meet the Valuentum Team
Brian Nelson is the President ...More of Equity Research at Valuentum Securities, an investment research firm serving individual and institutional investors, as well as financial advisors. Before founding Valuentum, Mr. Nelson worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst, covering aerospace, airlines, construction and environmental services companies. Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Mr. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation.
Get to Know Brian:
Brian led the charge in developing Morningstar's issuer credit ratings, developing and rolling-out one of the firm's proprietary credit metrics, the Cash Flow Cushion. http://select.morningstar.com/welcome/credit/pdfs/Morningstar_CashFlowCushion.pdf
Brian is frequently quoted in the media and has been a frequent guest on Nightly Business Report, Bloomberg TV, and the Money Show.
Mr. Nelson is very experienced in valuing equities, developing Morningstar's discounted cash-flow model used to derive the fair value estimates for the company's entire equity coverage universe.
Brian worked on a small cap fund and a micro cap fund that were ranked within the top 10th percentile and top 1st percentile within the Small Cap Lipper Growth Universe, respectively, in 2005.
Mr. Nelson is also a contributor to Seeking Alpha and an opinion leader in the Industrial Goods space.
You can reach Brian at brian@valuentum.com. Unfortunately, he may not be able to respond to all of your emails, but he promises to read them.
Valuentum no longer comments on Seeking Alpha regarding its articles. To reach the Valuentum Analyst Team, please contact us at analysts@valuentum.com.
Please read our Disclaimer that applies to all articles published on Seeking Alpha: http://www.valuentum.com/categories/20110613
Meet the Valuentum Team
Brian Nelson is the President ...More of Equity Research at Valuentum Securities, an investment research firm serving individual and institutional investors, as well as financial advisors. Before founding Valuentum, Mr. Nelson worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst, covering aerospace, airlines, construction and environmental services companies. Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Mr. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation.
Get to Know Brian:
Brian led the charge in developing Morningstar's issuer credit ratings, developing and rolling-out one of the firm's proprietary credit metrics, the Cash Flow Cushion. http://select.morningstar.com/welcome/credit/pdfs/Morningstar_CashFlowCushion.pdf
Brian is frequently quoted in the media and has been a frequent guest on Nightly Business Report, Bloomberg TV, and the Money Show.
Mr. Nelson is very experienced in valuing equities, developing Morningstar's discounted cash-flow model used to derive the fair value estimates for the company's entire equity coverage universe.
Brian worked on a small cap fund and a micro cap fund that were ranked within the top 10th percentile and top 1st percentile within the Small Cap Lipper Growth Universe, respectively, in 2005.
Mr. Nelson is also a contributor to Seeking Alpha and an opinion leader in the Industrial Goods space.
You can reach Brian at brian@valuentum.com. Unfortunately, he may not be able to respond to all of your emails, but he promises to read them.
Valuentum no longer comments on Seeking Alpha regarding its articles. To reach the Valuentum Analyst Team, please contact us at analysts@valuentum.com.
Please read our Disclaimer that applies to all articles published on Seeking Alpha: http://www.valuentum.com/categories/20110613
SNAPSHOT
- Description: Independent / boutique research firm analyst. Trading frequency: Monthly
- Interests: Bonds, Commodities, Dividend stock ideas & income, ETFs, Energy stocks, Foreign stocks, Forex, Gold, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks
COMPANY
Valuentum Securities Inc.
At Valuentum (http://www.valuentum.com/), we strive to stand out from the crowd. Most investment research firms fall into a few camps, whether it be value, growth, income, momentum, chartist or some variant of the aforementioned. We think each in its own right holds merit, but we think the combination of ...More
these approaches is even more powerful. After all, stock price movements aren’t just driven by investors of the value or growth variety, but by all market participants. Therefore, we look at stocks from a variety of investment perspectives in order to better understand and capitalize on opportunities. We want to arm our clients and subscribers with relevant, actionable information.
Although the breadth of our analysis will be unmatched in the industry, the core of our process is grounded in rigorous discounted cash flow analysis and incorporates the concept of a margin of safety. We will offer a fair value estimate for each company and opine on the valuation of a company based on this DCF process, but we will also provide a relative valuation assessment in the context of the firm’s industry and peers. A cross section of our ValueCreation and ValueRisk ratings provides a financial assessment of a company’s business quality, while our ValueTrend rating offers insight into the trajectory of a firm’s economic profit creation.
Our analysis doesn’t stop there. We offer a technical evaluation of the firm as well as other momentum indicators. We not only want to reveal to investors which firms are undervalued, but we also want to arm investors with the information to anticipate entry and exit points. Most research firms focus on arriving at a target price or fair value estimate, but fall short of providing a technical assessment to bolster buy and sell disciplines. We go the distance and provide investors with answers--not half the story.
An explanation of our approach would not be complete if we didn’t describe our ideal stock investment. We’re looking for companies that are undervalued--both on a DCF basis and versus peers--have strong growth potential, have a solid track record of creating economic profits for shareholders with reasonable risk, are strong cash flow generators, have manageable financial leverage, and are currently showing bullish technical and momentum indicators.
Can such stock investments exist? Subscribe to Valuentum to receive our best ideas list by email every month. Sign up for your 14-day FREE trial.
BLOG
Valuentum Securities Inc.
Valuentum Securities is an independent equity research provider offering premium commentary across all sectors/companies, a Best Ideas list (spanning market caps, asset classes), business/investing book reviews pre-public release, modeling tools/products, and more...
Book
DCF Model for the Individual Investor
http://www.valuentum.com/store/products/23
Have you ever wanted to model a company? As part of Valuentum's mission to serve the individual investor, we've developed a discounted cash-flow model that you can use to estimate the value of any operating firm that you wish. The model, built by Brian Nelson, ...More
CFA, who has developed the valuation models and has trained hundreds of financial analysts for such large organizations as Morningstar, offers individual investors the opportunity to truly peer into the analytics of this process and learn the in's and out's of valuation.
What's more, we've made it easy for you. In just 30 minutes of your time, you can build a full income statement, balance sheet, and cash flow statement, including both historical data and your very own forecasts. Plus, you can see how we derive return on invested capital and enterprise free cash flow to the firm and follow along to see how all three key financial statements fit together. Our model is academically sound and professionally-tested and includes a three stage process, with fading returns on new invested capital to a company's cost of capital over time (competition eats into excess returns over time causing economic profits to cease). Don't spend hundreds of dollars for instruction from Morningstar, Wall Street Training, or Training the Street, Valuentum is here for you, and you'll have access to the Valuentum Team if you need further clarification of any of the steps.
Individual investors won't find another model like this out there--even Morningstar doesn't offer a model to the individual investor. So, if you have a passion for learning how to value a company via a discounted cash-flow process, this model is for you. And once you buy, set up a free consultation with Valuentum at info@valuentum.com for a walk-through. We want to make sure that you get the best value for your purchase.
LATEST STOCKTALK
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Have you ever wondered why investors say a P/E ratio is just a short-form DCF model. Here's why (click link): http://bit.ly/ymi36D
Mar 13, 2012
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