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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
Oct 31, 2016
Dividend Increases/Decreases for the Week Ending October 28
Let's take a look at companies raising/lowering their dividends this week. Oct 26, 2016
Commodity Price Pressures Dinging Industrial Bellwether Expectations
GE, 3M, and Caterpillar have all reduced their expectations for full-year 2016 results as a result of a challenging operating environment. Oct 21, 2016
Valuentum Weekly Web Commentary
Let’s take a look at some of the Valuentum Team’s commentary from the past week. Oct 10, 2016
Honeywell’s Stock Up 170% Since End of 2009; GE a Better Bet?
Has Honeywell’s business value truly increased by 170% in less than seven years, or are shares overheated? We think investors should continue to exercise prudence in today’s stretched market. GE may be a better relative bet than Honeywell. Aug 3, 2016
Boeing Declares Victory But Farnborough Disappoints
Image Source: Boeing. The commercial aerospace market has been one of our favorites for years. We continue to expect global plane deliveries to advance through the end of this decade, but anecdotal datapoints suggest that a more watchful eye is in order. Jul 22, 2016
Industrial Bellwethers Hit by Global Economic Growth Concerns
Image Source: GE. The second-quarter reports of global conglomerates General Electric and Honeywell have resurfaced concerns over a slowing global economy. Apr 22, 2016
GE Continues Transformation; Steady Growth at Honeywell
Image Source: GE. Let’s take a look at the muddied results of GE, as well as how Honeywell continues to execute in a low growth environment. Apr 12, 2016
Alcoa Continues Swoon, Revises Aerospace 2016 Outlook to 6%-8% Expansion
Image Source: Alcoa. The lack of an investment case in Alcoa remains, but there are other ideas in the commercial aerospace supply chain to consider, even as the current upswing in deliveries tires. Nov 1, 2015
Dividend Increases/Decreases for the Week Ending October 30
Let's take a look at companies raising/lowering their dividends this week. 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. 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.
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