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Latest
Valuentum Commentary
Apr 9, 2014
Alcoa's First Quarter Results: The Most Important Slide
Let's examine Alcoa's outlook for the respective end markets that it serves. Jan 29, 2014
Boeing’s Fourth-Quarter Results Were Disappointing But We’re Not Worried about the Strength of Commercial Aerospace
The sell-off in shares of Boeing should have been expected. The aerospace giant’s share price was ahead of its fundamentals, which remain strong. We’re not worried about the strength of commercial aerospace at all. Jan 23, 2014
United Technologies, Precision Castparts Confirm Aerospace Strength
We're expecting accelerated organic top-line growth at United Technologies and Precision Castparts, and a laser-focus on cost control should augment earnings expansion at both companies even further. Jan 7, 2014
Boeing Sets Records for 2013; Aerospace Thesis Remains Intact
The large airframe maker is setting records as the commercial aerospace cycle continues its upswing. Dec 16, 2013
The Dichotomy of Airlines and Aerospace
AIG sells aircraft leasing firm ILFC, Alcoa inks deal to supply Airbus with advanced titanium components, while the new American Airlines Group emerges from bankruptcy. Sep 4, 2013
Flashback 2008: Brian Nelson and Pat Dorsey -- the Morningstar Years
Let's take a look at Valuentum's President of Equity Research Brian Nelson's call in 2008 for Boeing to hit $110 per share, suggesting 50% upside from levels at the time. Shares are just a few dollars away from that level today. Jul 24, 2013
Boeing’s and United Technologies’ Second Quarters Reinforce Strength in Aerospace
Recent performance continues to support our positive view on aerospace. Jul 14, 2013
Market Overreacts to Heat Damage on Boeing's 787 at Heathrow
We're reiterating our positive outlook on the aerospace industry. Jun 28, 2013
Precision Castparts Scoops Up Permaswage; Commercial Aircraft Orders Keep Rolling In
Best Ideas Newsletter portfolio holding Precision Castparts bolsters its offering by adding Permaswage to its product suite. Commercial aircraft orders continue to advance at a rapid pace. May 24, 2013
Boeing Keeps Raking in Aircraft Orders
Boeing updated its 'Orders and Deliveries' tally this week, and it showed an additional 107 new orders. We think fundamentals in the aerospace supply chain are getting more and more attractive. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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