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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.
Jun 16, 2012
AAR’s 2013 Outlook Disappoints on Defense-Related Restructuring
AAR, a leading maintenance and leasing company of aircraft, announced a weaker-than-expected 2013 outlook due to defense-related items. We still believe the shares are undervalued, but like a few of its commercial peers better.
Jun 12, 2012
Aerospace Demand Remains Robust; EDAC Tech Trading at 8 Times Next Year's Earnings
Although a number of suppliers to the aerospace industry have come under pressure as of late, the strength in commercial aerospace demand remains firm.
Apr 25, 2012
Best Idea EDAC Tech Issues Fantastic First-Quarter Results; Raising Our Fair Value
One of the core holdings in the portfolio of our Best Ideas Newsletter issued fantastic first-quarter results. We are raising our fair value estimate to $23 per share as a result of a lower discount rate in our cash-flow model, higher growth and profitability assumptions, and continued confidence in the recognition of the company's burgeoning backlog.
Apr 20, 2012
Honeywell and General Electric Reveal Industrial Strength
Honeywell and GE both reported solid first-quarter results that showed continued strength within the industrial sector, and in particular, aerospace. Organic growth was solid for both, and GE put up an impressive 14% organic order rate during the period.
Apr 11, 2012
Stay the Course: Alcoa's 1Q Results Support the Overweight Aerospace Position in Our Best Ideas Portfolio
Alcoa kicked off first-quarter earnings season with a strong report. Not only did it report a nice earnings beat, but it raised its outlook for aerospace end market demand 3 percentage points, to as much as 14% growth during 2012. The aluminum giant's comments regarding the automotive sector weren't that shabby either. We think this bodes well for our positions in our Best Ideas portfolio, and with a large percentage of our portfolio in cash, we're waiting patiently to capitalize on the recent market pullback.
Mar 11, 2012
How to Find Hidden Investment Gems
We outline how our process has uncovered hidden investment gems that have rewarded our subscribers many times over.
Feb 15, 2012
Valuentum's February Edition of Its Best Ideas Newsletter!
The February edition of our Best Ideas Newsletter is now available.
Jan 27, 2012
Precision Castparts Issues Fiscal Third-Quarter Results
Precision Castparts' fiscal third-quarter results came in lower than most investors had anticipated. Though we think the metal-bender has valuation upside, we'll be looking to continue to trim our position in the portfolio of our Best Ideas Newsletter.
Jan 25, 2012
Boeing’s Backlog Increases in Fourth Quarter
Commercial aircraft giant, Boeing reported fourth-quarter results that showed an impressive increase in its backlog of unfulfilled plane deliveries. We think this bodes well for the aerospace parts suppliers we hold in the portfolio of our Best Ideas Newsletter.
Jan 22, 2012
GE's Industrial Backlog Hits New Highs in Fourth Quarter; GE Capital Continues to Improve
General Electric reported solid fourth-quarter results that displayed a record infrastructure backlog and improving performance at GE Capital. We're growing more constructive on the industrial conglomerate's shares.


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.