Pandora continues to add listeners and grow revenue at a rapid clip, but the company has yet to become profitable. We’re staying away from the shares for now.
Mining equipment firm Joy Global cut its earnings outlook due to slowing growth in China. We’re becoming more constructive on the firm’s valuation at these levels but still remain on the sidelines.
Nordic American Tankers warned that its third quarter will be down sequentially. We don’t like the structural characteristics of the shipping industry, and the timing of when or if fundamentals will turn for the better remains uncertain.
But how, you will ask, does one decide what [stocks are] "attractive"? Most analysts feel they must choose between two approaches customarily thought to be in opposition: "value" and "growth,"...We view that as fuzzy thinking...Growth is always a component of value [and] the very term "value investing" is redundant.
At Valuentum, we take Buffett's thoughts one step further. We think the best opportunities arise from an understanding of a variety of investing disciplines in order to identify the most attractive stocks at any given time. Valuentum therefore analyzes each stock across a wide spectrum of philosophies, from deep value through momentum investing. And a combination of the two approaches found on each side of the spectrum (value/momentum) in a name couldn't be more representative of what our analysts do here; hence, we're called Valuentum.
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