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Latest
Valuentum Commentary
Jan 29, 2014
Boeing’s Fourth-Quarter Results Were Disappointing But We’re Not Worried about the Strength of Commercial Aerospace
The sell-off in shares of Boeing should have been expected. The aerospace giant’s share price was ahead of its fundamentals, which remain strong. We’re not worried about the strength of commercial aerospace at all. Jan 23, 2014
United Technologies, Precision Castparts Confirm Aerospace Strength
We're expecting accelerated organic top-line growth at United Technologies and Precision Castparts, and a laser-focus on cost control should augment earnings expansion at both companies even further. Jan 7, 2014
Boeing Sets Records for 2013; Aerospace Thesis Remains Intact
The large airframe maker is setting records as the commercial aerospace cycle continues its upswing. Dec 24, 2013
The Best Ideas for 2014 and Beyond: Part I
The holiday season brings many joys with your family and friends. It also brings an outline of our favorite ideas for 2014 and beyond. We hope you enjoy the list, and we wish you and your family a very happy holiday! Dec 16, 2013
The Dichotomy of Airlines and Aerospace
AIG sells aircraft leasing firm ILFC, Alcoa inks deal to supply Airbus with advanced titanium components, while the new American Airlines Group emerges from bankruptcy. Oct 24, 2013
“Green Letter Day” for Industrial Best Ideas Portfolio Holdings; Record Results for Ford and Precision Castparts
Let’s take a look at the results of two holdings in our Best Ideas portfolio that have helped generate tremendous alpha in the past couple years. Oct 20, 2013
Third-Quarter Industrial Earnings Support Exposure in Best Ideas Portfolio
A number of industrial firms’ calendar third-quarter earnings are out. Let’s take a look at how our Best Ideas portfolio is well-positioned to capture the strength of underlying trends. Sep 4, 2013
Flashback 2008: Brian Nelson and Pat Dorsey -- the Morningstar Years
Let's take a look at Valuentum's President of Equity Research Brian Nelson's call in 2008 for Boeing to hit $110 per share, suggesting 50% upside from levels at the time. Shares are just a few dollars away from that level today. Jul 27, 2013
Precision Castparts Reports Record Fiscal First Quarter Results
Precision Castparts reported record diluted earnings per share, record consolidated segment operating margins, and strong cash generation in its fiscal first quarter. Jul 24, 2013
Boeing’s and United Technologies’ Second Quarters Reinforce Strength in Aerospace
Recent performance continues to support our positive view on aerospace. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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