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Latest
Valuentum Commentary
Mar 22, 2016
Terrorist Activity Tramples Travel Stocks; FBI Says Can Hack iPhone
The trading session of March 22, 2016, was mired in controversy as terrorist activity in Brussels cast an ugly shadow. Mar 12, 2016
Big Labor Topples Republic Airways; More Trouble for Other Airlines?
Image Source: Boeing. Big Labor is growing stronger as the commercial airline cycle matures, and a looming pilot shortage may once again squeeze economic profits across the airline industry in coming years. Republic Airways’ bankruptcy filing is the latest reminder why we steer clear of airline stocks in the newsletter portfolios. Jan 27, 2016
Giddy Up – It’s Earnings Season!
Let’s cover some recent market news and tackle some recent quarterly releases. 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. Jun 10, 2015
No Fly Zone: Airlines’ Economic Profitability Still Unproven
Despite projections of the industry generating a positive economic profit for the first time in history, we don’t like the long-term investment prospects of airlines. 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. Nov 29, 2014
$45 Oil Prices!?!? There Is Never a Sense of Urgency When One Is Prepared
Friday brought mass selling across the energy sector. In our view, crude oil prices could hit $45 per barrel in the next few years before recovering. Oct 8, 2014
The Correction: The IMF, Oil, Department Stores, and the Fed
The Fed bailed out the markets today. Sometimes, bad news is good news for traders. 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). Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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