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Valuentum Commentary
Mar 10, 2014
Iron Ore Prices Plunge
China’s export news punishes iron ore prices. It should be no surprise, however, that commodity prices are volatile. Feb 27, 2014
The Valuentum Buying Index Doesn’t Disappoint: Highest-Rated Baidu Reports
Baidu delivers a fantastic fourth quarter and outlook. Oct 9, 2013
Alcoa’s Third Quarter Results Reflect Focus on Cash Management
Alcoa’s third quarter headline results were okay, and we’re excited about the firm’s responsible cash management. Oct 4, 2013
Plenty of Growth Ahead for Chinese Internet Companies
Let's take a look at a number of Chinese firms making headlines. Sep 5, 2013
Is the Worst Behind China?
We doubt it, but economic data is improving. Aug 12, 2013
Rio Tinto Improves Cash Flow in Weak Mining Environment
Rio Tinto’s cost-savings initiatives helped boost free cash flow during the first half of 2013. Jul 10, 2013
China Exports Suffer in June
Chinese exports came in at -3.1%, well below the consensus of +4%. Jul 2, 2013
China News Flow Remains Bearish
The HSBC China Manufacturing PMI came in at 48.2, below the flash reading of 48.3 earlier this month. Jun 24, 2013
China Trouble: Plenty of Pain to Go Around
Credit conditions in China reinforce our decision to add protection to the portfolio of our Best Ideas Newsletter. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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