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Nov 15, 2012
Valuentum's November Edition of Its Best Ideas Newsletter! Portfolio Outperformance Hits Record High!
The November edition of our Best Ideas Newsletter is now available. Nov 14, 2012
Demand Headwinds Refocus Materials Companies
Cost becomes paramount as materials companies grapple with weak pricing and demand. Let’s take a look at a few firms. Nov 10, 2012
Best Idea Precision Castparts Buys Titanium Metals; We Like the Deal
Best Ideas portfolio holding Precision Castparts continues to identify value-creating acquisitions. Oct 17, 2012
CSX Reports Mixed Third Quarter Results; Coal Remains Drag
CSX reported mixed third-quarter results, and we don't expect the domestic coal volume headwind to alleviate anytime soon. Oct 10, 2012
Alcoa Beats Estimates; Waiting for Global Growth
Alcoa's better than expected third quarter results are a positive sign for the global economy, in our view. We still believe shares are fairly valued. Aug 8, 2012
Rio’s Short-term Weakness Creates an Interesting Opportunity
Mining giant Rio Tinto reported better than expected first-half results. We're huge fans of the miner given its cheap valuation. Jul 26, 2012
Precision Castparts Reports Strong Fiscal First Quarter Results; Aerospace and Power End Markets Remain Strong
Precision Castparts reported strong fiscal first-quarter results. Though the firm may face some near-term headwinds due to unexpected repairs on a couple of its forging presses, its exposure to the aerospace upswing has never been stronger. Jul 13, 2012
Farnborough Airshow Points to Continued Strong Aerospace Demand
The Farnborough Airshow did not disappoint. We care less about who wins the battle between Boeing and Airbus as the best risk-adjusted investments are in the supply chain. There are few industries that have better demand visibility than aerospace at this time. Jul 10, 2012
Alcoa Beats Estimates But We Don’t Like the Stock
Aluminum giant Alcoa reported better than expected results. We think shares are fairly valued. Jul 9, 2012
Thompson Reuters’ Acquisition of FX Alliance Points to Growing Interest in Alternative Investments
Investment data provider Thompson Reuters acquired FX Alliance as currencies and precious metals become more popular with institutional investors. The High Yield Dividend Newsletter, Best Ideas
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