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Oct 11, 2012
Why We Continue to Like Apple and Microsoft
The PC decline remains in full force, and we think Apple and Microsoft will benefit. Oct 11, 2012
New Member Orientation -- Navigating Our Website
Valuentum's Director of Knowledge Management and Library Services, Elizabeth Nelson, walks through how subscribers can best navigate Valuentum's website to find all that they are looking for. Oct 11, 2012
Safeway’s Earnings Beat But the Grocer Remains Weak
Safeway reported a soft third quarter, but reiterated its guidance. We think shares are fairly valued. Oct 10, 2012
Alcoa Beats Estimates; Waiting for Global Growth
Alcoa's better than expected third quarter results are a positive sign for the global economy, in our view. We still believe shares are fairly valued. Oct 10, 2012
Yum! Brands Avoids Getting Hammered in China
Though sentiment was incredibly negative heading into the quarter, Yum reported better than expected results. Yet, shares are fairly valued at this time. Oct 8, 2012
Food Products Firms May Not Be As Safe As You Think
We walk through the competitive positions of three large food products firms: Archer-Daniels-Midland, Tyson, and ConAgra. Oct 4, 2012
Winners and Losers Are Clear Again in September Retail Sales Results
September retail sales results are in. Let's examine the winners and losers. Sep 28, 2012
A Slowing Chinese Economy Weighs on Nike
Though coming in better than expected on the top and bottom lines, Nike's first quarter results can best be described as mixed. We think the company's competitive position remains strong, but the stock is fairly priced. Sep 25, 2012
Strength in New Housing Continues; Lennar Posts Excellent Results
Homebuilder Lennar reported fantastic third-quarter results. We are bullish on housing, but we think shares of the firm are fairly valued. Sep 24, 2012
Should GE Buy Joy Global?
We think it'd be a good deal for GE, given the recent trough valuation that the market is placing on Joy Global.
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