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Latest
Valuentum Commentary
Aug 3, 2016
Boeing Declares Victory But Farnborough Disappoints
Image Source: Boeing. The commercial aerospace market has been one of our favorites for years. We continue to expect global plane deliveries to advance through the end of this decade, but anecdotal datapoints suggest that a more watchful eye is in order. Apr 25, 2016
Dividend Increases/Decreases for the Week Ending April 22
Let's take a look at companies raising/lowering their dividends this week. Apr 12, 2016
Alcoa Continues Swoon, Revises Aerospace 2016 Outlook to 6%-8% Expansion
Image Source: Alcoa. The lack of an investment case in Alcoa remains, but there are other ideas in the commercial aerospace supply chain to consider, even as the current upswing in deliveries tires. Jan 27, 2016
Giddy Up – It’s Earnings Season!
Let’s cover some recent market news and tackle some recent quarterly releases. Oct 14, 2015
Bellwether Snapshot: Walmart, Boeing, CSX
The news hasn’t been great for several industry bellwethers, but some developments are more serious than others. Aug 10, 2015
Buffett Planning to Scoop Up a Valuentum Favorite
Precision Castparts has long been a favorite of ours. Jan 28, 2015
Commercial Aerospace Flying High
Valuentum's President Brian Nelson talks about the resiliency of the commercial aircraft making business and the massive backlogs that offer a nice tailwind to the supply chain. Jul 11, 2014
There’s No Space Like Aerospace
We continue to like firms with heavy exposure to the burgeoning aerospace industry. Jun 22, 2014
Valuentum Economic Castle™ Rating Update
Members should expect the initial Economic Castle™ ratings. Apr 23, 2014
Perhaps Nothing Stronger Than Aerospace
Boeing put up strong first-quarter results and showcased its massive backlog of unfulfilled orders. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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