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Latest
Valuentum Commentary
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. Jun 12, 2012
Aerospace Demand Remains Robust; EDAC Tech Trading at 8 Times Next Year's Earnings
Although a number of suppliers to the aerospace industry have come under pressure as of late, the strength in commercial aerospace demand remains firm. Apr 11, 2012
Stay the Course: Alcoa's 1Q Results Support the Overweight Aerospace Position in Our Best Ideas Portfolio
Alcoa kicked off first-quarter earnings season with a strong report. Not only did it report a nice earnings beat, but it raised its outlook for aerospace end market demand 3 percentage points, to as much as 14% growth during 2012. The aluminum giant's comments regarding the automotive sector weren't that shabby either. We think this bodes well for our positions in our Best Ideas portfolio, and with a large percentage of our portfolio in cash, we're waiting patiently to capitalize on the recent market pullback. Jan 27, 2012
Precision Castparts Issues Fiscal Third-Quarter Results
Precision Castparts' fiscal third-quarter results came in lower than most investors had anticipated. Though we think the metal-bender has valuation upside, we'll be looking to continue to trim our position in the portfolio of our Best Ideas Newsletter. Oct 31, 2011
Precision Castparts Reports Strong Fiscal Second Quarter; Aerospace Growth Remains Impressive
Metal-bender Precision Castparts reported solid fiscal second-quarter results. Boeing's 787 Dreamliner to be key driver going forward. Jul 28, 2011
Precision Castparts Posts Strong Fiscal First Quarter Results
Best idea Precision Castparts posted strong fiscal first-quarter results, and we believe the stock has further upside during the coming boom in commercial aircraft deliveries over the next few years. Jun 29, 2011
How Profitable is Boeing's 787 Dreamliner? Not Very.
We outline the pitfalls of program accounting in the aerospace industry. Jun 23, 2011
Our Case for Precision Castparts -- Upside to $200 Per Share
We outline our thesis on Precision Castparts and why we think the firm is best positioned for the coming upswing in commercial airplane deliveries. Jun 6, 2011
Sorting Through the Aerospace Supply Chain
We take a look at opportunities within the aerospace sector. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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