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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Dec 23, 2011
Yahoo Mulls Asian Asset Swap; Risk Remains to the Downside
Yahoo reportedly has plans to engage in a tax-free asset swap with its Asian assets. We think the move, if completed, will shore up the firm's finances. However, long-term investors can find better firms in the Internet sector than the beleaguered search-engine company.
Dec 21, 2011
Oracle Issues Poor Fiscal Second-Quarter Results; Customers Delay Purchases
Oracle posted disappointing fiscal second-quarter results that sent the shares tumbling by almost 15% today. The firm noted that weakness in software license sales was caused by customers putting off purchases. However, we think there may be more to the poor results than a timing issue and remain on the sidelines with respect to the shares.
Dec 21, 2011
Nike’s Second Quarter Results Were a Mixed Bag; Valuation Unchanged
Nike posted mixed second-quarter results, and pressures mount for athletic apparel makers to deliver on pricing as inventory costs continue to rise.
Dec 20, 2011
Under Armour Performing Well But Still Significantly Overvalued
We're expecting a strong holiday season from Under Armour, but the firm's shares remain significantly overvalued. We'd steer clear of the shares.
Dec 20, 2011
Red Hat Reports Fiscal Third-Quarter Results; Best Billings Growth in Years
Red Hat reported solid fiscal third-quarter results, but its revenue outlook disappointed some investors. For those looking for a play in software, we prefer Microsoft on the basis of its attractive valuation and best-in-class dividend yield.
Dec 19, 2011
Best Idea Buffalo Wild Wings Experiencing Nice Relative Strength Today
Buffalo Wild Wings is advancing nearly 4 percentage points in trading today, while the market is down over 50 basis points. We continue to hold an outsize position in this firm in our Best Ideas portfolio.
Dec 16, 2011
Honeywell, United Tech See Strength in Emerging Markets; No Global Recession in 2012
Honeywell and United Technologies issued their respective 2012 outlooks, and both mentioned concerns in China and Europe but continued strength in emerging markets. Importantly, both bellwethers are looking for global economic expansion next year.
Dec 15, 2011
Valuentum's December Edition of Its Best Ideas Newsletter
The December edition of our Best Ideas Newsletter is now available.
Dec 14, 2011
Joy Global Issues Fourth-Quarter Results; Warns of Slower Growth in Demand for Mining Equipment
Joy Global reported mixed fourth-quarter results, and its outlook for original equipment and aftermarket demand for mining equipment left something to be desired.
Dec 12, 2011
Intel Reduces Fourth-Quarter Revenue Forecast on Supply Chain Disruptions
Intel lowered its fourth-quarter revenue and gross margin outlook, blaming hard disk drive supply shortages from the recent flooding in Thailand. We'll be looking to add to our position in our Best Ideas Newsletter on any significant weakness in the price of the firm's shares, as its total return potential is among the best on the market today.


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.