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Dec 16, 2012
Valuentum's December Edition of Its Best Ideas Newsletter!
The December edition of our Best Ideas Newsletter is now available. Dec 14, 2012
Sprint Courts Clearwire; Will a Deal Surface?
Sprint needs Clearwire. Clearwire needs Sprint. So what’s the problem? Let’s dig in. Dec 14, 2012
We Take a Deep Dive into the Future Prospects of Best Idea Google
Once known exclusively for its search dominance, which it maintains, Google has become a tech company focused on a number of things: social, Android, ads, YouTube, Chrome, and research. In this article, we dive into a few markets that we think will decide the future of Google. We think the company will have some megahits, and the shares offer material upside from current levels. Dec 14, 2012
Are Apple's Fundamentals Deteriorating?
We don't think so, but let's take a look at the recent sell off. Dec 13, 2012
Phillips 66 Joins the MLP Boom
While announcing its capital investment intentions for 2013, Phillips 66 says it will create a master limited partnership (MLP). Dec 13, 2012
DuPont Announces Repurchase Program and Solid Fiscal Year 2013 Guidance
Though chemicals will be weak, the rest of DuPont should grow at a strong clip. Dec 12, 2012
Joy Global Sees Mining Weak in 2013
Mining equipment manufacturer Joy Global isn’t too bullish about the strength of the mining industry in 2013. Dec 12, 2012
Dollar General Blames the Consumer for Weak Guidance
Dollar General’s same store sales growth is slowing, and management blames it on consumers. Dec 11, 2012
Delta Buys 49% of Virgin Atlantic Airways
As speculated, Delta purchased a minority stake in Virgin earlier today. Let’s take a look at the deal. Dec 11, 2012
Opportunity Ripens for Entry Point in EDAC Tech
EDAC Tech is showing relative price weakness today, and we are eyeing the opportunity to add to one of our very best ideas.
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