KB Home’s Results: Another Positive for Housing
KB Home’s strong third-quarter results show more strength in housing.
Brian Nelson
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.
Adobe Releases Disappointing Guidance
Adobe’s results came in as expected, but its guidance was underwhelming.
AAR Reports Fantastic First Quarter Results
Aerospace supplier AAR reported fantastic first-quarter results. Shares continue to converge to our fair value estimate.
Bed Bath & Beyond Reports a Mixed Quarter But Shares are Fairly Valued
Bed Bath & Beyond reported a mixed second quarter, but we think the company is fairly valued.
Will Sprint’s Good Fortunes Continue?
Shares of the phone carrier have rallied on comments from its CEO. Still, we don’t like Sprint’s shares much at current levels.