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Latest
Valuentum Commentary
Jan 28, 2014
Ford’s Pension Under-fundedness Under Control; Magnitude of Stock Price Multiple Discount Unwarranted Even After Considering Operational (cyclicality) and Financial (Ford Motor Credit) Risks
Ford has been a solid performer in the portfolio of the Best Ideas Newsletter. Though 2014 may not be its best year, we think the best times at the company are still ahead of it. A sub-10 trailing earnings multiple is too harsh, even after considering operational (cyclicality) and financial (Ford Motor Credit) risks. Jan 5, 2014
Throw December Auto Sales Numbers Away; December Ice Storms and a Late Thanksgiving Holiday to Blame
We’re not reading too much into December auto sales numbers, which weren’t as strong as expected. 2013 was a fantastic year for the automakers, and we think 2014 will be even better. Dec 4, 2013
Ford Shines Bright in November; Potential Channel Stuffing By GM; Toyota Suggests Industry Sales at Fastest Pace Since 2007; Nissan Sets November Record; Honda’s Second-Best November Performance
Best Ideas portfolio holding Ford continues to shine, as Toyota reveals industry sales in November were the best since 2007. Nissan put up its best November sales in history, and Honda, its second best. GM’s channel stuffing could lead to increased promotional activity going forward, however. Nov 6, 2013
Tesla Is Converging to Our Estimate of Its Intrinsic Value
Tesla’s lack of 2014 guidance sends its stock price tumbling. Oct 3, 2013
Ford Once Again Leads the Pack with September Sales
In a down month, Ford posts positive vehicle unit sales. Sep 5, 2013
US Auto Market Shows Resolve in August; Ford Remains Our Best Idea; C-Max Outselling Tesla’s Model S
The SAAR crosses the 16 million unit mark in August as the auto industry proves American consumers are buying something: cars. Aug 8, 2013
Tesla: The Electric Engine That Could
Electric vehicle maker Tesla reported another stellar quarter. Jun 18, 2013
Tesla: Can a Savvy Start-up Become the Next Great American Auto Company?
We take a deep dive into one of the most innovative companies in our coverage universe. May 29, 2013
The Impact of the US Housing Recovery Cannot Be Underestimated
Valuentum reveals the far-reaching implications of a strengthening US housing market. May 9, 2013
Tesla’s Growth Is Exciting
Electric vehicle maker Tesla posted a wonderful first quarter, but we aren’t chasing shares. 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
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