Carnival’s Results Were Decent But Shares Are Expensive
September 26, 2012
Carnival reported better than expected results as cruise demand continues to recover. We think shares are expensive.
Dividend Stalwart Emerson Electric Sees the Global Economy Slowing
September 25, 2012
Emerson Electric saw orders fall over the summer months as economic growth remains weak. Shares aren’t cheap, but we like the firm’s dividend growth prospects.
Amid Economic Uncertainty, Caterpillar Lowers Forecast…for 2015
September 25, 2012
Caterpillar is lowering its 2015 forecast amid global economic uncertainty, but we think shares look attractive at current levels.
Strength in New Housing Continues; Lennar Posts Excellent Results
September 25, 2012
Homebuilder Lennar reported fantastic third-quarter results. We are bullish on housing, but we think shares of the firm are fairly valued.
Should GE Buy Joy Global?
September 24, 2012
We think it’d be a good deal for GE, given the recent trough valuation that the market is placing on Joy Global.
Darden Posts Decent Results Amid Fears of Slowdown
September 24, 2012
Several of the firm’s restaurants showed declining traffic, but sales held up relatively well during the summer months.
Uncertainty Clouds Questcor Pharmaceuticals
September 24, 2012
A government probe and an insurance provider dropping coverage are leaving investors doubting the long-term viability of the firm’s business. We remain on the sidelines.
KB Home’s Results: Another Positive for Housing
September 22, 2012
KB Home’s strong third-quarter results show more strength in housing.
Weakness in Rail Traffic: Economic or Secular?
September 21, 2012
Norfolk Southern announced that its third quarter will be disappointing, and the news has shocked the rail sector. Is the weakness more indicative of a secular decline in rail traffic for a key commodity or is the economy slowing?
Valuentum to Present at the AAII October 13
September 21, 2012
Join President Brian Nelson and members of the Valuentum analyst team for a presentation at the local chapter of the American Association of Individual Investors (AAII) in Chicago.
