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Valuentum
Reports
Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for
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Latest
Valuentum Commentary
Jul 13, 2012
Farnborough Airshow Points to Continued Strong Aerospace Demand
The Farnborough Airshow did not disappoint. We care less about who wins the battle between Boeing and Airbus as the best risk-adjusted investments are in the supply chain. There are few industries that have better demand visibility than aerospace at this time. Jul 11, 2012
Cummins Stalls; Full-Year Outlook Slashed
Engine maker Cummins is cutting its full-year outlook in light of lower-than-expected demand. We touch on recent guidance cuts and the health of the economy. Jul 10, 2012
Alcoa Beats Estimates But We Don’t Like the Stock
Aluminum giant Alcoa reported better than expected results. We think shares are fairly valued. Jun 20, 2012
FedEx’s Fourth-Quarter Results Improve, Higher Prices and Cost Cuts on the Way
Global shipper FedEx reported strong fiscal year 2012 fourth-quarter results. Management also gave optimistic guidance for the domestic and global economy, calling for continued expansion. Still, we think the shares are fairly valued at current levels. 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. 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. Oct 28, 2011
Boeing Investors Need to Focus on Earnings Quality; Cash Flow Remains Weak
We dive into Boeing's third-quarter results. The flexibility of program accounting gives way too much leeway to management in setting earnings. We wouldn't read too much into the firm's increased guidance, but we do think its massive backlog supports continued strength in the aerospace supply chain. Jul 27, 2011
Boeing's Second Quarter a Non-Event, Seek Better Opportunities Elsewhere
Boeing reported decent second-quarter results, but we favor opportunities in the aerospace supply chain over this jet maker. Jul 23, 2011
GE Posts Strong Second-Quarter Results, Industrial Orders Surge
We like GE's order outlook for its industrial businesses and see continued recovery at GE Capital. Jul 23, 2011
Our Take on United Techologies’ Second Quarter
We take a look at United Technologies' second-quarter results. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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