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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 6, 2012
Alcoa Cuts Smelter Capacity on Reduced Aluminum Prices
Alcoa plans to scale back smelter capacity by 12% in the wake of weak aluminum prices, which have fallen by almost 30% since the peak last year. We remain on the sidelines with respect to Alcoa's shares and point to Precision Castparts as a better metals play.
Jan 4, 2012
A Name for Your Radar: Collector's Universe (CLCT)
We dig into the investment case of Collector's Universe. Though its yield is attractive at almost 9%, we'd only grow constructive on the shares if they fell into the single digits.
Oct 31, 2011
Precision Castparts Reports Strong Fiscal Second Quarter; Aerospace Growth Remains Impressive
Metal-bender Precision Castparts reported solid fiscal second-quarter results. Boeing's 787 Dreamliner to be key driver going forward.
Oct 24, 2011
Caterpillar Posts Excellent Third-Quarter Results, Record Backlog
Caterpillar put up excellent third-quarter numbers and provided a strong outlook for 2012. A record order backlog and strong cash-flow conversion are two reasons to get excited about the firm. We're sticking with our above-market $110 per share fair value estimate on the construction and mining equipment maker.
Oct 11, 2011
Alcoa's Results Disappoint; We'd Remain on the Sidelines
Alcoa kicked off third-quarter earnings season with a wimper. The aluminum giant missed earnings expectations by a large margin, but indicated that China and aerospace continue to be bright spots. We'd avoid jumping into Alcoa's shares.
Sep 19, 2011
United Tech's Potential Bid For Goodrich To Start Wave Of Aerospace Acquisitions
Conglomerate United Technologies is reported to be looking to acquire Goodrich, an aerospace component maker. We think such a deal makes sense and further suports our overweight position in aerospace in our Best Ideas Newsletter. Plus, we think this potential deal will start a wave of aerospace acquisitions, as participants look to capitalize on growing commercial aircraft demand in coming years.
Aug 9, 2011
A Shopping List of 15 Solid Companies Amid This Market Turmoil
We highlight 15 companies that have reported solid second-quarter earnings and have faced pressure from the market's recent selloff. These names have been added to our watch list, a component of our Best Ideas Newsletter.
Jul 28, 2011
Precision Castparts Posts Strong Fiscal First Quarter Results
Best idea Precision Castparts posted strong fiscal first-quarter results, and we believe the stock has further upside during the coming boom in commercial aircraft deliveries over the next few years.
Jun 23, 2011
Our Case for Precision Castparts -- Upside to $200 Per Share
We outline our thesis on Precision Castparts and why we think the firm is best positioned for the coming upswing in commercial airplane deliveries.
Jun 6, 2011
Sorting Through the Aerospace Supply Chain
We take a look at opportunities within the aerospace sector.


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.