Source: Unsplash 

The portfolio of stocks I started building on September 8, at a one stock per week pace for the next year, is named Vista. I will select its twelfth stock this weekend. Vista is the sixth portfolio I've built (at a one dividend dog per-week pace) since 2014. Six portfolios = VI for Vista!

Vista is planned to Look Ahead for Outstanding, Proven, Dividend Winners. (Like Aristocrats)

Today we'll review the third of four financial services sector stock candidates vying to be that twelfth selection and second of nine financial services members of the Vista portfolio.

My subject today is a small-cap financial data & stock exchanges firm, named Value Line Inc. Its trading ticker symbol is VALU. This is my first report on Value Line Inc for Vista and any of my five previous portfolios.

Value Line Inc is a U.S based company. It produces investment periodicals based on underlying research and making available copyright data, including ranking system and other information, to third parties under written agreements for use in third-party managed and marketed investment products and for other purposes. The company markets under well-known brands including Value Line, the Value Line Logo, The Value Line Investment Survey, Smart Research, Smarter Investing and The Most Trusted Name in Investment Research. Its only operating segment being Publishing.

The company serves individual and professional investors, as well as institutions, including municipal and university libraries, and investment firms. 

Value Line, Inc. was founded in 1931 and is headquartered in New York, New York. Value Line, Inc. is a subsidiary of Arnold Bernhard & Co, Inc.

I use three key data points to gauge dividend equities or funds like Value Line Inc:

(1) Price

(2) Dividends

(3) Returns

Those three basic keys best tell whether a company has made, is making, and will make money. 

VALU Price

Value Line's price per share closed at $29.11 yesterday. A year ago its price was $27.38. Price rose $1.73 or about 6.3% last year.

If Value Line's stock trades in the range of $22 to $32 this next year, its recent $29.11 price might rise by $0.89 to reach $30.00 by November 25, 2021. 

VALU Dividends

Northwest's most recently declared quarterly dividend was $0.21 paid November 10th. Dividends are estimated to total $0.84 per share annually and yield 2.89% at yesterday's $29.11 closing price.

VALU Gains?

Adding the $0.84 annual anticipated dividend to my $0.89 optimistic estimate of Value Line Inc's price upside shows a $1.73 potential gross gain, per share, to be reduced by any costs to trade the shares.  

Put little under $1,000.00 today in Value Line Inc at $29.11 and we would buy 34 shares of VALU stock.

A $10 broker fee (if any) paid half at purchase and half at sale could cost us about $0.29 per share.

Subtract that $0.29 brokerage cost from my estimated $1.73 gross gain per share results in a net gain of $1.44 X 34 shares = $48.96 for a 4.9% net gain on a $989.74 investment.

So it goes that Value Line Inc shows a possible 9.9% net gain including a 2.89% dividend yield. It could be more, it could be less.        

All of the estimates above are speculation based on the past history of Value Line Inc. Only time and money invested in this stock will determine its worth.