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    Latest
    Valuentum Commentary
   
Jan 17, 2013
     
        
      Bottom in Sentiment Has Been Reached in Boeing’s 787; Orders for Planes Surge at the Airframe Makers 
  We think the lithion-ion battery issue will mark the bottom in sentiment for the 787 Dreamliner, and we’re not making any changes to the aerospace exposure in our Best Ideas portfolio. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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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.