Member LoginDividend CushionValue Trap |
Valuentum
Reports
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 5, 2013
Which Sectors Are Leading the Market Higher? And Why Is This Important?
Identifying sector and industry leadership is very important for the institutional money manager as doing so often leads to undervalued firms that are just starting to have their value recognized by the market — Valuentum stocks. Let’s dig into which sectors have been strong and which ones have been weak so far in 2013. 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 19, 2013
General Electric and Honeywell Post Strong Second Quarter Results
The industrial conglomerates posted solid second quarter performance. General Electric’s backlog growth was impressive. 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. 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. Dec 1, 2012
A Dual Focus on Valuation and Yield Is the Best Way to Combat Changes in Future Dividend Tax Rates
We think a dual focus on both valuation and high-yielders remains the best way to achieve portfolio income growth, while reducing the risk of permanent loss of capital from valuation missteps and exogenous events, namely potential changes in the dividend tax rate. Oct 23, 2012
United Technologies' Third Quarter Results Left Much to Be Desired
United Technologies reported weak third quarter results that revealed declines in both organic sales and earnings. Oct 23, 2012
Honeywell Shows Continued Strong Execution; Revenue Environment Weakens
Honeywell reported mixed third-quarter results. Though we expect continued margin expansion in coming periods, the revenue environment remains murky. Aug 23, 2012
Search Dividend Reports by Company Name: F to J
Search dividend reports by company name: F to J. As a supplement to our 16-page stock reports, our dividend reports assess the safety of a firm's dividend through our Valuentum Dividend Cushion ratio, the potential growth of a firm's dividend by evaluating its capacity and willingness to increase the dividend, the historical track record of the company's dividend performance, and the overall strength of the dividend by putting all of this analysis together. Each report offers our estimate of the future growth rate of the firm's dividend. Jul 18, 2012
Honeywell's Second Quarter Performance Was Strong; Narrows Full-Year Earnings Outlook
Industrial conglomerate Honeywell reported strong second-quarter results and raised the low end of its earnings outlook for 2012. We're taking this report as yet another data point supporting the largest industry weighting in our Best Ideas portfolio, aerospace. Latest News and Media 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.
|