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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 21, 2015
Surveying the Aerospace Arena
We’ve long been fans of the strength of commercial aerospace, which has been responsible for a considerable amount of alpha in the Best Ideas Newsletter portfolio.
Oct 14, 2015
Bellwether Snapshot: Walmart, Boeing, CSX
The news hasn’t been great for several industry bellwethers, but some developments are more serious than others.
Aug 10, 2015
Buffett Planning to Scoop Up a Valuentum Favorite
Precision Castparts has long been a favorite of ours.
Jan 28, 2015
Commercial Aerospace Flying High
Valuentum's President Brian Nelson talks about the resiliency of the commercial aircraft making business and the massive backlogs that offer a nice tailwind to the supply chain.
Oct 23, 2014
Earnings Reports You Should Know About
Let’s run through a number of important earnings reports this week.
Oct 1, 2014
Three Huge Red Flags for the Airlines, Hotels
We picked up three important red flags recently that may weigh on shares of the airline group (and by extension the hotel space).
Jul 11, 2014
There’s No Space Like Aerospace
We continue to like firms with heavy exposure to the burgeoning aerospace industry.
Jun 22, 2014
Valuentum Economic Castle™ Rating Update
Members should expect the initial Economic Castle™ ratings.
Apr 23, 2014
Perhaps Nothing Stronger Than Aerospace
Boeing put up strong first-quarter results and showcased its massive backlog of unfulfilled orders.
Apr 9, 2014
Alcoa's First Quarter Results: The Most Important Slide
Let's examine Alcoa's outlook for the respective end markets that it serves.


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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.