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Feb 7, 2014
What If You Joined Valuentum on January 1, 2013 and Followed Our Transaction Alert Emails...
…how well would you be doing? Jan 31, 2014
Dividend Increases/Decreases for the Week Ending January 31
Let's take a look at dividend increases/decreases for the week ending January 31. Jan 29, 2014
Housing Remains Resilient; D.R. Horton Says Has “Pricing Power”
We liked what we saw in D.R. Horton’s quarterly results: pricing power and sales acceleration. Jan 23, 2014
Our Investment Thesis on Union Pacific Remains on Track; Pricing Growth Strong
We think Union Pacific is the best railroad idea. Jan 12, 2014
Chevron Releases Fourth Quarter Update
The oil major’s performance was as expected, and we think the firm is well-positioned for dividend increases. Jan 3, 2014
Buffett Doubles Down on USG; Teva Expected to Appoint New CEO; Crude by Rail Transportation Comes under Scrutiny
Buffett more than doubles stake in wallboard maker USG, generic pharmaceutical giant Teva rumored to find CEO, while concerns about crude-by-rail heighten. Dec 24, 2013
The Best Ideas for 2014 and Beyond: Part I
The holiday season brings many joys with your family and friends. It also brings an outline of our favorite ideas for 2014 and beyond. We hope you enjoy the list, and we wish you and your family a very happy holiday! Dec 20, 2013
Nike’s Earnings Expansion Will Continue to Be Challenged
The athletic apparel giant posted meager fiscal second-quarter operating earnings expansion. We think cost pressures will continue to weigh on performance. 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. Dec 10, 2013
Lumber Liquidators Is Still Pricey Even After Fall
High-flying Lumber Liquidators hits some turbulence.
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