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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
May 24, 2012
Hewlett Packard’s Second-Quarter Results Exceed Expectations; Major Changes on the Way
Hewlett-Packard posted strong second-quarter results that came in better than consensus expectations. We're optimistic on HP's restructuring plans as well as the company's dirt cheap valuation. However, peers like Intel and Microsoft look like much more attractive investments with better growth potential and near-term catalysts. Both companies also provide investors with better, safer yields, as we think both are best-in-class in chips and enterprise software, respectively. Apr 20, 2012
Microsoft's Third-Quarter Results Point to Resilience in the Economy
We provide our take on Microsoft's third-quarter performance. Apr 20, 2012
Dividend Growth Gem Microsoft Jumping Over 5% Today
Microsoft, the largest holding in the portfolio of our Dividend Growth Newsletter, is advancing more than 5% today on better-than-expected earnings and an optimistic outlook. We continue to expect upside in the shares based on valuation. Apr 18, 2012
Best Idea Intel Continues to Deliver Solid Results and Return Cash to Shareholders
Intel put up some nice first-quarter results, and we're excited about the firm's opportunities in coming periods. We think the stock remains significantly undervalued and peg a fair value on the shares in the mid-$30s. Jan 24, 2012
Will Microsoft’s Mobile Strategy Lead to its Revival?
We dive into the mobile strategy of one of the larger holdings in the portfolio of our Dividend Growth Newsletter. Jan 20, 2012
Microsoft Posts Fiscal Second-Quarter Results; Shares Remain Cheap
Microsoft reported fiscal second-quarter results that showed a slowdown in PC sales due to the Thailand flooding but operating-income improvement in its Server/Tools segment and Business Division. We maintain the firm's shares are significantly undervalued. Dec 20, 2011
Red Hat Reports Fiscal Third-Quarter Results; Best Billings Growth in Years
Red Hat reported solid fiscal third-quarter results, but its revenue outlook disappointed some investors. For those looking for a play in software, we prefer Microsoft on the basis of its attractive valuation and best-in-class dividend yield. Oct 21, 2011
Microsoft Reports Fiscal First Quarter; Slows Bleeding at Bing; Office and "Cloud" Remain Strong
Microsoft posted an in-line fiscal first quarter. We're growing more interested in the firm after its dividend hike. Jul 26, 2011
Ignore Debt Ceiling News, Focus on Corporate Earnings
We think concerns regarding the debt-ceiling are overblown and that investors should pay more attention to corporate earnings. Jul 24, 2011
Microsoft Posts Strong Fourth-Quarter Results, Online Business Still Drag
Microsoft posted solid fourth-quarter results, with the firm showing strong growth across almost all of its segments. We take a dive into its earnings. 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
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and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.
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