Valuentum Exclusive Analysis for the Discerning Investor

Boeing’s Massive Backlog Still Growing, Near-Term Margin Concerns Crop Up
Image Source: Robert Sullivan. Commercial aerospace giant Boeing continues to ride a wave of strong demand as its massive backlog continues to grow, but a write down related to the troubled KC-46 tanker appears to have investors thinking twice about its near-term margin performance.

May 30, 2018

Study: Valuentum's Best Ideas Newsletter Portfolio
"Though we largely achieved the Best Ideas Newsletter portfolio’s goals in advancing the newsletter portfolio each publication year (ends December 15) and achieving relative outperformance and risk-adjusted superiority to the benchmark, we may have done even better had our equity allocation been full during the measurement period." -- Brian Nelson, CFA

Apr 24, 2018

United Tech Ups Guidance; Outlook Bodes Well For Aerospace Supply Chain
Image Source: hj_west. We think activist pressure on United Technologies is unwarranted, and we were highly encouraged by the company’s execution during the first quarter of 2018. Performance at Pratt & Whitney and UTC Aerospace Systems bodes well for the aerospace supply chain.

Apr 18, 2018

ICYMI: Valuentum’s Improved Stock and ETF Web Pages
Valuentum has rolled out improved stock and ETF web pages on its website www.valuentum.com. Now, subscribers can access key proprietary information on the stock and ETF web pages in addition to the customary stock and ETF reports.

Mar 12, 2018

The "Luck" and "Randomness" of Index Funds
If the year-to-year performance of active funds relative to index funds can be considered “random,” so then is the year-to-year performance of index funds relative to active funds, regardless of fees and expenses. Image shown: page 1 of 14.

Dec 22, 2017

Boeing’s Big Dividend Hike; Potential Deal with Embraer
Image Source: Boeing. We love Boeing. The company has been one of our favorites for years, but its performance during 2017 has simply been amazing. The dividend growth giant upped its payout in a big way recently, too, even as it is reportedly pursuing merger discussions with Embraer.

Dec 19, 2017

Video: Quants! You're NOT Measuring VALUE and Nelson's Theory of Universal Value
President of Investment Research Brian Nelson defines the concept of universal value and shows how quantitative statistical methods are inextricably linked to those of fundamental, financial, business-model related analysis. Value does not exist in respective process vacuums! Value is universal. Find out why. Running time: ~10 minutes.

Dec 17, 2017

Dividend Increases/Decreases for the Week Ending December 15
Let's take a look at companies raising/lowering their dividends this week.

Nov 26, 2017

How to Think About Corporate Tax Reform
Image Source: DonkeyHotey. Donald Trump and team are working hard to “Make America Great Again,” and lowering tax rates on corporations is a key initiative. Nobody knows for sure whether such efforts will come to fruition, but knowing how to use our research and understanding the fair value estimate range puts you ahead of the crowd, if it hasn’t already.

Aug 9, 2017

North Korea and the Bomb
Image Source: James Vaughan. Tensions between the United States and North Korea have heightened, and we may look to August 2017 as the dawn of yet another Cold War. The news has little impact on our thesis, however. US stocks generally remain overvalued, and some of them considerably. In this note, let’s cover a few stocks in the news and reiterate our positive stance on the defense industry, two of our favorite ideas recently highlighted in the Nelson Exclusive publication. Learn more about the Nelson Exclusive publication here.

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Valuentum Exclusive Analysis for the Discerning Investor