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Valuentum Commentary
Jan 26, 2017
Boeing’s Lift Off, Lockheed’s Caution, and United Tech’s Outlook
Image Source: Rob Buhlman. Just how healthy is the commercial aerospace market? Very -- if the size of Boeing’s backlog is any indication. Let’s have a look. Dec 7, 2016
Valuentum Weekly Web Commentary
Let’s take a look at some of the Valuentum Team’s commentary from the past week. Nov 23, 2016
Valuentum Weekly Web Commentary
Let’s take a look at some of the Valuentum Team’s commentary from the past week. Nov 15, 2016
Opinion: China-US Trade Augmented, Not Paralyzed Under Trump
Image Source: Fuzzy Gerdes. China is threatening a “tit-for-tat” approach in the event President-elect Trump moves forward with stiff tariffs on imports from the country. Oct 26, 2016
Commodity Price Pressures Dinging Industrial Bellwether Expectations
GE, 3M, and Caterpillar have all reduced their expectations for full-year 2016 results as a result of a challenging operating environment. 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. 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 7, 2016
Debt, Debt and More Debt
Image Source: Michael Fleshman. A shocking statistic in education, an important “hidden” data point on auto sales, trouble at the malls, tracking the commercial aerospace cycle, and our thesis on banking equities continues to ring true... Jan 27, 2016
Giddy Up – It’s Earnings Season!
Let’s cover some recent market news and tackle some recent quarterly releases. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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