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Latest
Valuentum Commentary
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. Jan 27, 2016
Giddy Up – It’s Earnings Season!
Let’s cover some recent market news and tackle some recent quarterly releases. Oct 14, 2015
Bellwether Snapshot: Walmart, Boeing, CSX
The news hasn’t been great for several industry bellwethers, but some developments are more serious than others. Aug 10, 2015
Buffett Planning to Scoop Up a Valuentum Favorite
Precision Castparts has long been a favorite of ours. Jan 28, 2015
Commercial Aerospace Flying High
Valuentum's President Brian Nelson talks about the resiliency of the commercial aircraft making business and the massive backlogs that offer a nice tailwind to the supply chain. 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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and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.
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