ValuentumAd

Official PayPal Seal













Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Dec 16, 2011
Honeywell, United Tech See Strength in Emerging Markets; No Global Recession in 2012
Honeywell and United Technologies issued their respective 2012 outlooks, and both mentioned concerns in China and Europe but continued strength in emerging markets. Importantly, both bellwethers are looking for global economic expansion next year.
Dec 16, 2011
Adobe Posts Excellent Fourth-Quarter Results; Focus Remains on Cloud
Adobe posted excellent fourth-quarter results and offered an outlook for 2012 that includes a focus on growing Software-as-a-Service revenue while boosting predictable, recurring sales. We are sticking with our current fair value estimate.
Dec 16, 2011
FedEx Reports Strong Fiscal Second-Quarter Results; Reaffirms Fiscal 2012 Earnings Outlook
FedEx reported strong fiscal second-quarter results and reaffirmed its earnings outlook for fiscal 2012. The company noted strong e-commerce growth, set a record for the most deliveries ever in one day, and continued its aircraft fleet replacement strategy during the period.
Dec 15, 2011
First Solar Falls Again
We dig into the details on one of our put-option candidates.
Dec 14, 2011
Joy Global Issues Fourth-Quarter Results; Warns of Slower Growth in Demand for Mining Equipment
Joy Global reported mixed fourth-quarter results, and its outlook for original equipment and aftermarket demand for mining equipment left something to be desired.
Dec 9, 2011
Do Not Take DuPont's Downward Revision Lightly; Signals Fourth-Quarter Earnings Season May Disappoint
DuPont lowered its fourth-quarter earnings guidance on the heels of weaker-than-expected demand in the consumer electronics and housing markets. We are not taking this revision lightly and may start raising some cash in our Best Ideas portfolio in anticipation of a generally lower-than-expected fourth-quarter earnings season.
Dec 9, 2011
Chipmakers Face Weaker Demand; Texas Instruments, Lattice Semi, and Altera Cut Fourth-Quarter Guidance
There have been a plethora of guidance revisions in the chip space in the past couple of days, suggesting broad-based weakness, with the exception of chip demand for wireless applications (smartphones). We're not making any changes to our fair values for companies in the semiconductor space at this time and maintain that Intel is our favorite idea in the group.
Dec 5, 2011
Dollar General Posts Excellent Fiscal Third-Quarter Results; Holiday Sales Expected to Remain Strong
Dollar General posted solid third-quarter results and raised its fiscal 2011 earnings guidance, suggesting that holiday sales will remain strong for the retailer during the final weeks of the current quarter.
Dec 5, 2011
Lululemon’s Third Quarter Shows Continued Brand Strength
We dive into Lululemon's third-quarter results and explain why the market's initial reaction to the report was incorrect.
Nov 23, 2011
Deere Reports Fantastic Fourth-Quarter Results; Outlook Even More Impressive
Farm-equipment maker Deere posted excellent fiscal fourth-quarter results and offered a rosy outlook for fiscal 2012 on the basis of strong farm incomes and solid demand for agricultural commodities. We are maintaining our above-market fair value estimate.


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.