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    Latest
    Valuentum Commentary
   Jul 14, 2014
     
      Beer and Cigarettes Let’s take a look at potential consolidation in the alcoholic beverage and tobacco industries. Jun 22, 2014
     
      Valuentum Economic Castle™ Rating Update Members should expect the initial Economic Castle™ ratings. Mar 3, 2014
     
      Big Tobacco, Brewers Want to Continue Consolidation; Altria to Benefit Altria will benefit in two distinct ways from consolidation across and within ‘sin’ stocks. Nov 5, 2013
     
      Boston Beer Continues Its Phenomenal Run in 3Q; Shares Remain Overpriced The craft brewer’s third-quarter results were impressive. Aug 17, 2013
     
      Beam and Boston Beer Post Solid Results Two leading alcoholic beverage companies posted strong results. May 30, 2013
     
      M&A Boom? We take a look at some potential acquisition targets. Aug 2, 2012
     
      Mixed Results in the Alcohol Sector Beam and Boston Beer reported second quarter results this week. We think both companies are overvalued. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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The intro to the September Best Ideas Newsletter has been released.