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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.
Jan 26, 2013
Making Another Call on Precision Castparts; Raising Our Fair Value Estimate Materially
Precision Castparts announced solid fiscal third-quarter results and offered its estimate for synergies related to the Titanium Metals deal. We expect management to deliver in a big way.
Jan 18, 2013
Strong Holiday Sales Boost Toy Makers
NPD is out with holiday sales numbers that were solid, in our view. Let’s take a look at the toy industry.
Jan 3, 2013
No Coal? No Problem for the Rails
In spite of waning demand for coal and metallic ores, rail traffic remains strong.
Jan 2, 2013
Fiscal Cliff Averted; Aerospace Rallying
EDAC, Astronics, and Precision Castparts -- three of our favorite companies in aerospace -- are surging!
Nov 15, 2012
Valuentum's November Edition of Its Best Ideas Newsletter! Portfolio Outperformance Hits Record High!
The November edition of our Best Ideas Newsletter is now available.
Nov 14, 2012
Demand Headwinds Refocus Materials Companies
Cost becomes paramount as materials companies grapple with weak pricing and demand. Let’s take a look at a few firms.
Nov 10, 2012
Best Idea Precision Castparts Buys Titanium Metals; We Like the Deal
Best Ideas portfolio holding Precision Castparts continues to identify value-creating acquisitions.
Oct 17, 2012
CSX Reports Mixed Third Quarter Results; Coal Remains Drag
CSX reported mixed third-quarter results, and we don't expect the domestic coal volume headwind to alleviate anytime soon.
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.
Aug 8, 2012
Rio’s Short-term Weakness Creates an Interesting Opportunity
Mining giant Rio Tinto reported better than expected first-half results. We're huge fans of the miner given its cheap valuation.


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.