Strength in New Housing Continues; Lennar Posts Excellent Results
Homebuilder Lennar reported fantastic third-quarter results. We are bullish on housing, but we think shares of the firm are fairly valued.
Brian Nelson
Should GE Buy Joy Global?
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
Several of the firm’s restaurants showed declining traffic, but sales held up relatively well during the summer months.
Uncertainty Clouds Questcor Pharmaceuticals
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
KB Home’s strong third-quarter results show more strength in housing.
Weakness in Rail Traffic: Economic or Secular?
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
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.
Oracle’s Revenues Fall Short
Oracle’s first-quarter earnings came in as expected, but revenues were light. We like some of the firm’s recent M&A, but we prefer other tech holdings in our Best Ideas portfolio.
McDonald’s Boosts Dividend 10%
As our dividend report predicted, McDonald’s raised its dividend 10% this quarter. We love the company, but we think shares are fairly valued.
International Growth Propels General Mills
Acquisitions helped boost General Mills’ results, but we think the stock is fairly valued.