Texas Instruments Gives Weak Guidance
July 24, 2012
Texas Instruments’ second-quarter results were mixed, and guidance was relatively weak. We aren’t crazy about the company at current levels, but its valuation is becoming more compelling after recent price declines.
AT&T Reports Strong Second Quarter Results Thanks to Margin Expansion
July 24, 2012
AT&T’s higher margins in its wireless business are driving stronger profitability. Yet, we think shares are fairly valued at current levels.
McDonald’s Reports Second Quarter Results
July 24, 2012
McDonald’s reported lower than expected second quarter results. Though we’re keeping an eye on the firm as a dividend-growth idea, we’re on the sidelines for now.
GE Builds Its Backlog and Posts a Strong Second Quarter
July 23, 2012
Industrial conglomerate GE reported solid second-quarter results. Its backlog grew to $204 billion, but we think shares are fairly valued.
Hasbro Struggles in the Second Quarter
July 23, 2012
Hasbro faced a number of challenges in its second quarter, but earnings still exceeded expectations. We continue to like this dividend-growth gem.
A Note to Our Members
July 22, 2012
We discuss a few improvements to Valuentum’s website that members should expect in coming days.
Valuentum Selects TradingView to Power Chart Functionality
July 22, 2012
Valuentum Securities has chosen TradingView, the leading provider of real-time customizable charts, to provide the coding to power chart functionality on Valuentum’s website. With Valuentum’s 16-page stock reports and TradingView’s chart functionality, members now have access to the most extensive valuation analysis and the most robust, real-time charting features on the web today.
Growth Starts to Slow At Chipotle
July 22, 2012
We’ve long thought shares of Chipotle were absurdly overvalued, and slowing growth in the second quarter has sent shares tumbling.
Strong Growth Continues At Intuitive Surgical
July 21, 2012
Surgical device maker Intuitive Surgical reported another strong quarter on Thursday.
The Shift Toward Mobile Computing Can’t Stop Google
July 20, 2012
Search giant Google (click ticker for report: GOOG) reported another fantastic quarter Thursday afternoon. The firm exceeded expectations, earning $10.12 per share for its second quarter (up 16% year-over-year and $0.08 greater than the consensus estimate). Comparable revenue grew 21% for the second quarter to $10.9 billion, in-line with estimates. When Motorola Mobility is thrown into the mix, revenues grew 35% to $12.2 billion. Given the firm’s robust cash generating ability, we think shares are undervalued at current levels. Though many boil Google down to the Android operating system, the firm remains the heavily-entrenched global leader in search and online advertising. In fact, paid clicks increased 42% year-over-year due to the impact of mobile advertising, but average cost-per-click fell 16%
