Hedge Fund Manager Bets Big on Health Insurers
Hedge fund manager David Einhorn established positions in several large health insurers. We like the move, but prefer the Healthcare Select Sector SPDR (XLV).
Member Articles
Target Remains Strong; Posts Solid Second Quarter Results
Retail giant Target continues to post strong results, in spite of macro headwinds. We think shares are fairly valued at this time.
Deere Misses Its Own Forecast
Agricultural equipment maker Deere reported weaker than expected results for its third quarter. Shares are fairly valued, but we could become interested if weakness continues.
Staples Stumbles
Office supply giant Staples reported weak second quarter results, and we’re worried about the firm’s business model going forward.
Valuentum’s August Edition of Its Best Ideas Newsletter! Our Best Ideas Portfolio Hits Record High
The August edition of our Best Ideas Newsletter is now available.
Dick’s Sporting Goods’ Strong Growth Continues
Dick’s Sporting Goods reported strong second quarter results, but we aren’t fans of shares at current levels.
Home Depot’s Second Quarter Report Was Strong; Will Lowe’s Follow?
We take a look at Home Depot’s strong second quarter and expect Lowe’s will follow suit.
eBay Won’t Let PayPal Go
Best Ideas Newsletter holding eBay will not spin off PayPal and recent data suggests same store sales metrics are on a tear. We still like the firm, which scores a perfect 10 on our Valuentum Buying Index.
Strong Results Across the Retail Spectrum: Michael Kors, TJ Maxx and Saks
Brand names continue to drive results in the retail sector.
Disney Posts a Strong Third Quarter and Invests for the Future
Media conglomerate Disney reported strong third-quarter results and secured The Avengers director.