Valuentum’s July Edition of Its Best Ideas Newsletter! Outperformance Hits Highest Mark Ever
The July edition of our Best Ideas Newsletter is now available.
Brian Nelson
Wells Fargo Continues Its Sound Performance
Warren Buffett favorite Wells Fargo posted another solid quarter. We like the bank’s conservative ethos but think shares are fairly valued.
Jamie Dimon Continues To Be the Model CEO
Jamie Dimon, CEO of JP Morgan Chase, seems to have successfully navigated his firm through difficult trading losses with honesty and transparency. We think shares of JP Morgan remain undervalued.
Infosys Cuts Full-Year Guidance
India’s second-largest IT outsourcing firm, Infosys, reported solid earnings but slashed its full-year guidance. Infosys is yet another tech firm to cut its outlook.
Farnborough Airshow Points to Continued Strong Aerospace Demand
The Farnborough Airshow did not disappoint. We care less about who wins the battle between Boeing and Airbus as the best risk-adjusted investments are in the supply chain. There are few industries that have better demand visibility than aerospace at this time.
Fastenal Shrugs Off Economic Slowdown
Industrial distributor Fastenal continues to grow and capitalize on industrial production in the United States. Still, we think shares are fairly valued.
Chevron Provides Upbeat Outlook
Chevron gave investors an update on its second quarter. The firm expects earnings to grow sequentially even as its upstream results languish. We think shares of the oil giant are undervalued.
Marriott International Posts a Fine Second Quarter
Hotel chain Marriott International posted a solid second quarter. We think shares are fairly valued at this time.
SuperValu’s Dividend Cut Could Help The Grocer Survive
Grocer SuperValu reported a poor quarter and announced it will cut its dividend. We think shares of the grocer are undervalued, but a bit too risky for us.
We Agree With Abercrombie & Fitch: Its Stock Is Cheap
Reports are surfacing that the teen retailer will announce a plan to repurchase up to 15% of its stock. We generally don’t like teen retail, but Ambercrombie & Fitch is cheap. Still, we’d wait for a better score on our Valuentum Buying Index.