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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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Mar 16, 2013
Valuentum's March Edition of Its Best Ideas Newsletter!
The March edition of our Best Ideas Newsletter is now available. Mar 13, 2013
FAA Clears the Boeing Battery Solution; Supply-Chain Value Still Evident
Boeing’s battery solution could lead to upside in the aerospace supply-chain. Jan 30, 2013
Boeing's Fourth Quarter Supports Our Thesis on Aerospace
Though we don't feel comfortable owning the airframe makers, we're big fans of key players in the aerospace supply chain. Jan 26, 2013
Making Another Call on Precision Castparts; Raising Our Fair Value Estimate Materially
Precision Castparts announced solid fiscal third-quarter results and offered its estimate for synergies related to the Titanium Metals deal. We expect management to deliver in a big way. Jan 17, 2013
Bottom in Sentiment Has Been Reached in Boeing’s 787; Orders for Planes Surge at the Airframe Makers
We think the lithion-ion battery issue will mark the bottom in sentiment for the 787 Dreamliner, and we’re not making any changes to the aerospace exposure in our Best Ideas portfolio. Jan 9, 2013
Alcoa’s Guidance Bodes Well for Aerospace
Alcoa’s fourth quarter was strong, and aerospace could drive strength going forward. Boeing's problems with the Dreamliner do not disrupt our thesis, and United Tech's outlook speaks to continued strength. Jan 4, 2013
Dear Valuentum Member
A note to members... Jan 2, 2013
Fiscal Cliff Averted; Aerospace Rallying
EDAC, Astronics, and Precision Castparts -- three of our favorite companies in aerospace -- are surging! Nov 15, 2012
Valuentum's November Edition of Its Best Ideas Newsletter! Portfolio Outperformance Hits Record High!
The November edition of our Best Ideas Newsletter is now available. Nov 10, 2012
Best Idea Precision Castparts Buys Titanium Metals; We Like the Deal
Best Ideas portfolio holding Precision Castparts continues to identify value-creating acquisitions. 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
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no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a
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and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.
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