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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.
Latest Valuentum Commentary

Jan 7, 2014
Boeing Sets Records for 2013; Aerospace Thesis Remains Intact
The large airframe maker is setting records as the commercial aerospace cycle continues its upswing.
Dec 16, 2013
The Dichotomy of Airlines and Aerospace
AIG sells aircraft leasing firm ILFC, Alcoa inks deal to supply Airbus with advanced titanium components, while the new American Airlines Group emerges from bankruptcy.
Sep 4, 2013
Flashback 2008: Brian Nelson and Pat Dorsey -- the Morningstar Years
Let's take a look at Valuentum's President of Equity Research Brian Nelson's call in 2008 for Boeing to hit $110 per share, suggesting 50% upside from levels at the time. Shares are just a few dollars away from that level today.
Jul 24, 2013
Boeing’s and United Technologies’ Second Quarters Reinforce Strength in Aerospace
Recent performance continues to support our positive view on aerospace.
Jul 14, 2013
Market Overreacts to Heat Damage on Boeing's 787 at Heathrow
We're reiterating our positive outlook on the aerospace industry.
Jun 28, 2013
Precision Castparts Scoops Up Permaswage; Commercial Aircraft Orders Keep Rolling In
Best Ideas Newsletter portfolio holding Precision Castparts bolsters its offering by adding Permaswage to its product suite. Commercial aircraft orders continue to advance at a rapid pace.
Jun 5, 2013
House Defense Appropriators Ignore Sequestration
The House Appropriations Committee released its fiscal year 2014 Defense Appropriations bill. Let’s take a look.
May 24, 2013
Boeing Keeps Raking in Aircraft Orders
Boeing updated its 'Orders and Deliveries' tally this week, and it showed an additional 107 new orders. We think fundamentals in the aerospace supply chain are getting more and more attractive.
Sep 14, 2011
Spirit Airlines Retains Cost Advantage, AMR and United Continental Trail Peers
We break down the unit cost structures of competitors in the domestic airline industry based on second-quarter performance. Spirit (SPR) boasts the most efficient operations, while AMR (AMR) and United Continental (UAL) still have some fat to cut, in our opinion.
Jun 8, 2011
9 Aerospace Suppliers With Attractive PEG Ratios
We identify the most attractive PEG ratios in the aerospace supply chain.


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