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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Latest Valuentum Commentary

Aug 9, 2024
Paper: Value and Momentum Within Stocks, Too
Abstract: This paper strives to advance the field of finance in four ways: 1) it extends the theory of the “The Arithmetic of Active Management” to the investor level; 2) it addresses certain data problems of factor-based methods, namely with respect to value and book-to-market ratios, while introducing price-to-fair-value ratios in a factor-based approach; 3) it may lay the foundation for academic literature regarding the Valuentum, the value-timing, and ultra-momentum factors; and 4) it walks through the potential relative outperformance that may be harvested at the intersection of relevant, unique and compensated factors within individual stocks.
Jul 25, 2024
Honeywell Adjusts Full Year 2024 Guidance on Margin Pressures
Image: Honeywell’s shares have traded sideways for the past 12-18 months. Honeywell is a fantastic company, and we continue to like shares in the Dividend Growth Newsletter portfolio. Second quarter results were better than expected, but the quarterly beat was overshadowed by lowered adjusted earnings per share and free cash flow guidance for 2024. Though the news wasn’t great, we’re not making any changes to our newsletter portfolios at this time. Shares of Honeywell yield 2% at the time of this writing.
Jul 7, 2024
Latest Report Updates
Check out the latest report updates on the website.
Jul 1, 2024
Boeing to Acquire Spirit AeroSystems
Image: Boeing’s shares have traded sideways the past few years as it works to fix safety issues. Boeing benefits from its global oligopoly with Airbus, but the company is in a world of hurt at the moment. Looking at its first-quarter results shows a sizable core non-GAAP net loss per share, operating cash flow burn of $3.4 billion, as well as free cash flow burn of $3.9 billion. We think the near term will continue to be difficult for Boeing as it struggles to right the ship, but a more bullish take will point to its total company backlog of $539 billion, which includes 5,600+ commercial airplanes, as one reason to be optimistic. To us, however, Boeing continues to be a show-me story, and we remain on the sidelines with respect to shares.
Jun 10, 2024
Update: Frequently Asked Questions About Valuentum Securities, Inc.
Valuentum (val∙u∙n∙tum) [val-yoo-en-tuh-m] Securities Inc. is an independent investment research publisher, offering premium equity reports and dividend reports, as well as commentary across all sectors/companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools/products, and more. Independence and integrity remain our core, and we strive to be a champion of the investor. Valuentum is based in the Chicagoland area. Valuentum is not a money manager, broker, or financial advisor. Valuentum is a publisher of financial information. We address a number of questions from both subscribers and visitors to our site.
Apr 25, 2024
We Remain Fans of Honeywell’s Shares
Image: Honeywell’s shares have traded sideways for some time, but we still remain fans of its stock. On April 25, Honeywell reported better-than-expected first quarter results. For 2024, Honeywell is targeting free cash flow of $5.6-$6.0 billion. We liked Honeywell’s quarterly update and remain fans of shares.
Apr 4, 2024
Latest Report Updates
Check out the latest report updates on the website.
Apr 2, 2024
RTX Ends Year with Record Backlog, Shares Yield ~2.4%
Image Source: RTX. With the Russia-Ukraine war and the Israel-Hamas wars still raging, geopolitical tensions continue to be elevated, playing into the hands of defense contracts such as RTX. With an attractive commercial portfolio to boot, RTX is poised to continue to capitalize on both original equipment and higher-margin after-market commercial aerospace sales, too. We’re fans of RTX, and the firm looks to be moving past a costly recall associated with its Pratt & Whitney geared turbofan engines. Shares yield ~2.4% at this time.
Mar 27, 2024
Boeing Shakes Up Executive Team
Image Source: Kanesue. We like the shake-up in the executive suite at Boeing, and while there is much work to do to get Boeing back on track to improve relations with the public regarding the safety of their planes following a number of incidents the past few years, we're optimistic the changes will be a means to that end. Boeing continues to benefit from its oligopolistic position in the aircraft making industry, and its backlog of unfulfilled deliveries remains robust. We're not changing our fair value estimate of Boeing as a result of the management shakeup, but we don't have any plans of adding Boeing to any newsletter portfolio at this time either.
Mar 3, 2024
Merger Mania
Image Source: Glenn Beltz. Mergers and acquisition [M&A] activity continues as the market sets new highs. Elevated borrowing costs as a result of the Fed’s aggressive rate hiking cycle in 2022 are pushing many entities to pursue all-stock transactions.


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The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on this website are for information purposes only and should not be considered a solicitation to buy or sell any security. The sources of the data used on this website are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. Valuentum is not responsible for any errors or omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a registered investment advisor and does not offer brokerage or investment banking services. Valuentum, its employees, and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.