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Valuentum Commentary
May 1, 2017
Seeking Balance: What’s Happening in the Crude Oil and Iron Ore Markets
Image Source: Sollven Melindo. Commodity prices are notoriously volatile as the global markets often struggle to maintain a sustainable balance of supply-demand. Let’s take a look at some recent developments and coming events that are impacting the prices of crude oil and iron ore. Feb 27, 2017
Recent Material Fair Value Estimate Changes
Fair value estimates are never static. Let's walk through some of the more material ones we've made during the past month or so. Dec 10, 2016
Image: Returns Following the Trump Victory
The stock market is at all-time highs…again. Optimism about what the Trump administration might bring is the main driver, and many are pointing to reduced corporate taxes, translating to higher dividend payments, as reasons to be even more optimistic. Jun 15, 2015
Iron Prices to Move Higher, Ore Is It Wishful Thinking?
Iron ore producers’ shares have rallied recently amid improved expectations for global demand in the back half of 2015, but will these new price levels be sustainable? Jan 14, 2015
BHP or Rio Tinto? Is That the Right Question?
We only have modest exposure to the highly volatile commodities markets...for this very reason. Jun 22, 2014
Valuentum Economic Castle™ Rating Update
Members should expect the initial Economic Castle™ ratings. Jun 24, 2013
China Trouble: Plenty of Pain to Go Around
Credit conditions in China reinforce our decision to add protection to the portfolio of our Best Ideas Newsletter. Sep 14, 2012
Unlimited QE Sends Commodities Soaring
The newest round of quantitative easing will have no end date, driving shares of commodity producers higher. We examine the impact. Jun 19, 2012
AK Steel’s Vague Outlook Underscores Why We Demand a Large Margin of Safety on the Firm's Shares
The Ohio-based steel-maker raised concerns by not giving a full-year 2012 outlook. We think the company's shares are trading below its fair value, but we're not ready to pull the trigger. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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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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