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Latest
Valuentum Commentary
Oct 10, 2016
Honeywell’s Stock Up 170% Since End of 2009; GE a Better Bet?
Has Honeywell’s business value truly increased by 170% in less than seven years, or are shares overheated? We think investors should continue to exercise prudence in today’s stretched market. GE may be a better relative bet than Honeywell. Sep 15, 2016
Getting the Job Done
A sneak peak at the introduction to the September edition of the Best Ideas Newsletter. Sep 14, 2016
3D Printing: Can We Print Some Stability?
Image Source: GEIndustrial bellwether and newsletter portfolio holding General Electric’s acquisition of two European 3D printing companies has brought the budding technology back to the fore of investor’s minds. Let’s take a look at some of the major players in the space as well as how the market may develop in coming years. Aug 3, 2016
Boeing Declares Victory But Farnborough Disappoints
Image Source: Boeing. The commercial aerospace market has been one of our favorites for years. We continue to expect global plane deliveries to advance through the end of this decade, but anecdotal datapoints suggest that a more watchful eye is in order. Jul 22, 2016
Industrial Bellwethers Hit by Global Economic Growth Concerns
Image Source: GE. The second-quarter reports of global conglomerates General Electric and Honeywell have resurfaced concerns over a slowing global economy. Jul 20, 2016
Microsoft With Its Head in the Clouds?
While others were snoozing about owning Microsoft in 2012-2013, we were absolutely pounding the table on shares! In fact, we used the company as one of our best dividend growth ideas in nearly every dividend growth presentation across the AAII speaking circuit, from Chicago to Cleveland to Silicon Valley to Phoenix and beyond! Jun 15, 2016
5 Years Strong!
Image Source: Andy Maguire. So much to say... let's talk. Apr 22, 2016
GE Continues Transformation; Steady Growth at Honeywell
Image Source: GE. Let’s take a look at the muddied results of GE, as well as how Honeywell continues to execute in a low growth environment. Apr 12, 2016
Alcoa Continues Swoon, Revises Aerospace 2016 Outlook to 6%-8% Expansion
Image Source: Alcoa. The lack of an investment case in Alcoa remains, but there are other ideas in the commercial aerospace supply chain to consider, even as the current upswing in deliveries tires. Apr 4, 2016
GE Pulls Back From 8-Year High, Russia Still Pumping
Let’s get the week of April 4 started off right. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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