Member LoginDividend CushionValue Trap
|
Valuentum
Reports
Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for
any changes.
Latest
Valuentum Commentary
Jul 24, 2013
Boeing’s and United Technologies’ Second Quarters Reinforce Strength in Aerospace
Recent performance continues to support our positive view on aerospace. Jul 14, 2013
Market Overreacts to Heat Damage on Boeing's 787 at Heathrow
We're reiterating our positive outlook on the aerospace industry. Jul 9, 2013
Alcoa Is Stuck in Neutral
Alcoa’s value-added products are performing well, but the company is still tied to commodity prices. Jun 28, 2013
Precision Castparts Scoops Up Permaswage; Commercial Aircraft Orders Keep Rolling In
Best Ideas Newsletter portfolio holding Precision Castparts bolsters its offering by adding Permaswage to its product suite. Commercial aircraft orders continue to advance at a rapid pace. Jun 5, 2013
House Defense Appropriators Ignore Sequestration
The House Appropriations Committee released its fiscal year 2014 Defense Appropriations bill. Let’s take a look. May 24, 2013
Boeing Keeps Raking in Aircraft Orders
Boeing updated its 'Orders and Deliveries' tally this week, and it showed an additional 107 new orders. We think fundamentals in the aerospace supply chain are getting more and more attractive. 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. Latest News and Media 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.
|
|||||||||||||||||||||
