Strong Corn Sales Help Monsanto Beat Expectations
June 27, 2012
Strong sales in its corn and soybean segments propelled Monsanto ahead of expectations. We think the shares are fairly valued at current levels.
How We Avoided the Value Trap, Radio Shack
June 27, 2012
We take a look at the future prospects of Radio Shack and highlight how our Valuentum Buying Index helped investors avoid massive losses at the company.
H&R Block’s Fourth-Quarter Results Show Mature Business
June 26, 2012
H&R Block reported earnings that were slightly lower than expectations, but the company has retired 8% of its share float since the third quarter. We think the company is fairly valued, but could provide a nice return for income investors.
Dividend Growth Gem Emerson Electric Cuts Revenue Outlook
June 26, 2012
Dividend Growth portfolio holding Emerson lowered its revenue outlook as a result of foreign exchange fluctuations. We don’t think the adjustment is material to our estimate of the firm’s intrinsic value.
News Corp’s Possible Split Could Reward Shareholders
June 26, 2012
The publishing business seems to be on its way out, but News Corp owns several valuable cable and entertainment businesses that are not given much value by the market. We think breaking up the business could reward shareholders.
Facebook and Its Wide Range of Future Outcomes
June 26, 2012
Facebook could either be a 1) a dud, 2) pretty much what it is now, or 3) the new Internet. We dig into these scenarios and arrive at an expected fair value for each.
Anheuser-Busch InBev Looks to Acquire Grupo Modelo
June 25, 2012
The world’s largest beer company looks to acquire Grupo Modelo and add Corona to its stable of brands. We like Anheuser-Busch InBev’s potential deal.
Hershey’s Plans Look Ambitious in Light of Sugar Backlash
June 25, 2012
On Monday, food-giant Hershey established a few long-term growth targets. But are they attainable?
Arena Pharmaceuticals’ Belviq Approval May Not Match The Hype
June 24, 2012
This article was dual-published on Valuentum’s website and Seeking Alpha’s website June 29, 2012 (archive). Arena Pharmaceuticals (ARNA) had its Belviq obesity drug approved on Wednesday. Shares rallied to close up over 28%, and Belviq is the first weight-loss drug approved by the Food & Drug Administration in 13 years. We do not cover the firm, but we think there are a few major risks investors should be aware of before establishing a position in the biotech firm. For one, Belviq is no wonder drug. With diet and exercise, it was proven to aid in weight-loss of 5% or more of body mass in one year. Perhaps the drug, which helps alleviate hunger, does aid in the process, but we
Could Weakness in Europe Spell Opportunity for American Companies?
June 24, 2012
Costco announced that it is considering adding locations in Spain, Germany and Italy thanks to cheap real estate and interesting business prospects. Could this be a trend going forward?
