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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for
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Latest
Valuentum Commentary
Oct 5, 2015
Time to Scoop Up More GE? Another Activist Stake in Yet Another Newsletter Portfolio Holding
Nelson Peltz has taken the fight to General Electric. We think GE’s shares are undervalued, and the firm comes with a nice dividend to boot. Aug 25, 2015
China Eases to Support Country’s Stock Bubble; US Markets Cheer Behavior?
Nobody said the market was rational in the short term. Jul 22, 2015
Aerospace and Automotive Demand Powering Most Industrials
We highlight winners and losers in commercial aerospace, our two primary concerns in the auto sector, and the dichotomy within the industrial energy vertical. Apr 17, 2015
The Market Top?
Is the industrial economy rolling over? Let’s talk Honeywell and the quarterly results from three dividend growth giants. Apr 10, 2015
GE Sees Top In Real Estate?
GE is looking to shed its massive real estate portfolio. Mar 27, 2015
Part III: Nelson’s Notes on Berkshire Hathaway’s 2014 Newsletter
Notes from Valuentum’s Brian Nelson on Berkshire Hathaway’s newsletter. Part III. Mar 18, 2015
GE Continues Move to Industrial Focus
We applaud GE’s efforts to lessen its financials exposure. Jan 23, 2015
GE, Honeywell Fourth-Quarter Results Solid
We had been concerned that dislocations in the energy markets would hurt both Honeywell and GE, but both industrial conglomerates put up solid fourth-quarter results. Jan 17, 2015
Yes, We Had Removed PCP Before the Fall
Precision Castparts, one of our favorite companies on the watch list, has an enviable position in aerospace. Its energy exposure, however, is impeding profit expansion. Jan 9, 2015
January 5-9: The Week That Was - Drowning in Crude
Let’s cover new developments during the first week of 2015. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on
this website are for information purposes only and should not be considered a solicitation to buy or sell any
security. The sources of the data used on this website are believed by Valuentum to be reliable, but the data’s
accuracy, completeness or interpretation cannot be guaranteed. Valuentum is not responsible for any errors or
omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts
no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a
registered investment advisor and does not offer brokerage or investment banking services. Valuentum, its employees,
and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.
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