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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

Jul 21, 2011
AMR's Second-Quarter Results: Good News for the Shorts
We examine AMR's second-quarter results.
Jul 20, 2011
Are Boeing's Competitive Advantages Waning? We Think So.
We outline the long-term implications of the recent massive AMR order to replace its aging fleet.
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 12, 2011
Merger Mania in the Brazilian Air Travel Market: A Net Positive
With Lan Airlines expected to merge with TAM, and Gol planning to tie the knot with Webjet, mergers are heating up in the Brazilian airline industry. We outline our thoughts on consolidation.
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 29, 2011
How Profitable is Boeing's 787 Dreamliner? Not Very.
We outline the pitfalls of program accounting in the aerospace industry.
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.
Jun 19, 2011
Word of Caution: Boeing's Narrowbody Build Rate Is Unsustainable
We explain why the current build rates of Boeing's narrowbody offering are unsustainable.
Jun 18, 2011
A Serious Blow to Boeing is Looming
Boeing's troubles in the narrowbody market are mounting, and the firm appears to be losing favor with core customers. We discuss why Southwest and Ryanair are likely to defect in the years ahead. "As competition in the narrowbody market heats up before the Paris Air Show next week, Boeing appears to be losing favor with two of its best customers, Southwest and Ryanair. For those unfamiliar with Southwest's and Ryanair's fleets, they are all-Boeing 737 airplanes, and recent actions by these two carriers give us pause, especially as Boeing drags its feet on deciding what to do next with its workhorse 737..."
Jun 8, 2011
Boeing Faces Challenges in the Narrowbody Market
We outline why we think aircraft customers are getting fed up with delays from the manufacturers.


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