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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.
Latest Valuentum Commentary

Oct 9, 2019
Fair Value Estimates Matter – Case Study: Boeing
Image Source: Boeing’s share price converged to our estimate of intrinsic value in the summer of 2019. The plane maker continues to navigate tumultuous skies with its 737 MAX. In early 2019, we thought shares of Boeing were severely overpriced, and they aggressively converged to our fair value estimate by summer, only to bounce a bit since then. We’re still huge fans of the company but working through the 737 MAX issues will take some time to get “right.” We expect more headline risk as it relates to contingent liabilities associated with the disasters, but nothing so punitive to shake the plane maker to the core. Boeing is an investment-grade credit with a huge backlog, and while we expect shares to be range-bound in the near-term, investors get to collect a nice juicy dividend as they wait for Boeing to sort things out. Shares yield 2.2% at the time of this writing.
Mar 12, 2019
FB/FIZZ Methodologically Speaking and CMG, AAPL, BA!
Let’s talk about the importance of having CFA charterholder research at your advisory practice and some recent notable stock price movements within the context of our methodology.
Oct 5, 2017
The Bull Case for Airline Stocks?
Image Source: BriYYZ. Warren Buffett has famously said that airline stocks are horrible long-term investments, but his vast portfolio now owns a number of airlines. What’s the bull case for owning these capital-intensive, cyclical and often boom-and-bust stocks?
Apr 18, 2017
United’s Passenger Debacle An Immaterial Investment Consideration
Image Source: Tomás Del Coro. The major airlines in the US have done a fantastic job capitalizing on the ongoing upswing in air travel demand, but their economically-sensitive business models remain the most operationally-leveraged out of any industry group in our coverage. This should be investors' biggest concern: A downturn in the global economy and competitive pricing pressures are far greater worries for investors than United’s recent passenger debacle. However, as with many news-oriented items (as opposed to materially-relevant, investment-related items), United's misstep is making headlines in a big way. Though the footage in this article is appalling, investors in airline stocks have much more important things to worry about, in our view.
Nov 19, 2016
Warren Buffett Is Back Into Airlines, Should You?
Warren Buffett has changed his mind about airline stocks... In this 10-minute podcast, the Valuentum analyst team talks all about the hazards of the airline business model from substantial operating leverage to the risks of volatile jet fuel costs to bankruptcies and beyond. The team also highlights the long-term passenger growth prospects of the sector, and recent consolidation that has brewed a more optimistic tone from industry observers.
Jun 24, 2016
Brexit: Secession Bells Are Ringing!
First Baptist Church in Columbia, S.C., where the first secession convention in the United States opened on Dec. 17, 1860. Source: Library of Congress, Washington, DC. Photo. Encyclopædia Britannica Online. Web. 24 Jun. 2016. Global markets are plunging, and the implosion may still be in the early innings. Market valuations remain stretched among stagnant global economic growth, and “Brexit” may be the catalyst for a correction.
Jun 3, 2013
The IATA Boosts 2013 Forecast for Airline Industry Profits; Investors Should Not Be Tempted
The airline industry is among the worst we've ever seen. Investors should steer clear of this terrible group.
Jul 20, 2011
AMR Likely to Split Massive Order Between Boeing, Airbus
We provide a follow up to our analysis two weeks prior that suggested AMR would pursue a split order between Boeing and Airbus to replace its aging narrowbody fleet.
Jul 1, 2011
AMR's Big Order to Pressure Cash Flow, Boeing in Precarious Position
AMR plans to replace its aging fleet, but at a great cost to cash flow. And what if the major carrier opts for Airbus' A320neo? Will other all-Boeing airlines switch as well?
Jun 23, 2011
Airbus Has Boeing's Back Against the Wall, Seek Opportunities in Supply Chain
We update investors of the traction the A320neo has gained at the Paris Air Show.


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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.