Microsoft’s Strong Fourth Quarter Results Overshadowed by Future Catalysts

July 20, 2012

Microsoft reported solid results for its fourth quarter Thursday, but the real stories will take place in the second half of 2012. We think shares are undervalued. The firm has been a big winner in the portfolio of our Dividend Growth Newsletter.

Read More: Microsoft’s Strong Fourth Quarter Results Overshadowed by Future Catalysts

Rail Strength Continues at Union Pacific

July 19, 2012

Union Pacific’s second quarter results reinforce strength in pockets of the US economy. We think shares are fairly valued.

Read More: Rail Strength Continues at Union Pacific

Yum’s Results in China Weren’t As Bad As Many Expected

July 19, 2012

Yum! Brands reported solid second-quarter results Thursday. However, with a paltry yield and rich valuation, we aren’t interested in shares at current levels.

Read More: Yum’s Results in China Weren’t As Bad As Many Expected

A Laser Focus on Expenses Keeps IBM On Track

July 19, 2012

Enterprise technology firm IBM reported solid second-quarter earnings Wednesday, but we think shares are fairly valued.

Read More: A Laser Focus on Expenses Keeps IBM On Track

Kinder Morgan Reports Second Quarter Results

July 19, 2012

We take a look at Kinder Morgan’s second-quarter results. The firm remains a holding in our Dividend Growth portfolio.

Read More: Kinder Morgan Reports Second Quarter Results

Second Quarter Results Confirm eBay’s Strength

July 19, 2012

Global e-commerce giant eBay reported strong second-quarter results. The firm registers a 10 on our Valuentum Buying Index, so we think it is among the best investment opportunities out there.

Read More: Second Quarter Results Confirm eBay’s Strength

Bank of America Doesn’t Interest Us

July 19, 2012

Bank of America reported improved second-quarter results. However, we have little interest in the bank and think it is too risky at this time.

Read More: Bank of America Doesn’t Interest Us

Abbott’s Results Are Solid In Spite of Currency Headwinds

July 18, 2012

Global pharmaceutical firm Abbott reported strong second-quarter results Wednesday. We think the shares are fairly valued.

Read More: Abbott’s Results Are Solid In Spite of Currency Headwinds

Honeywell’s Second Quarter Performance Was Strong; Narrows Full-Year Earnings Outlook

July 18, 2012

Industrial conglomerate Honeywell reported strong second-quarter results and raised the low end of its earnings outlook for 2012. We’re taking this report as yet another data point supporting the largest industry weighting in our Best Ideas portfolio, aerospace.

Read More: Honeywell’s Second Quarter Performance Was Strong; Narrows Full-Year Earnings Outlook

Intel’s Second Quarter Results Were Mixed; The Stock Still Looks Cheap

July 18, 2012

Chip maker Intel reported a solid second quarter Tuesday. Though guidance was revised downward, we still think the shares are cheap.

Read More: Intel’s Second Quarter Results Were Mixed; The Stock Still Looks Cheap
Previous Next

About Our Name

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.

                         -- Warren Buffett, Berkshire Hathaway annual report, 1992

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.

The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Valuentum Exclusive publication, ESG Newsletter, and any reports, data and content found on this website are for information purposes only and should not be considered a solicitation to buy or sell any security. Valuentum is not responsible for any errors or omissions or for results obtained from the use of its newsletters, reports, commentary, data or publications and accepts no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a registered investment advisor, and does not offer brokerage or investment banking services. The sources of the data used on this website and reports are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. Valuentum, its employees, and independent contractors may have long, short or derivative positions in the securities mentioned on this website. The High Yield Dividend Newsletter portfolio, ESG Newsletter portfolio, Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio are not real money portfolios. Performance, including that in the Valuentum Exclusive publication and additional options commentary feature, is hypothetical and does not represent actual trading. Actual results may differ from simulated information, results, or performance being presented. For more information about Valuentum and the products and services it offers, please contact us at info@valuentum.com.