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Valuentum Commentary
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. Aug 15, 2016
Pop the Bubbly? Everyone Is Getting Rich
Image Source: Bryan Rosengrant. Federal Reserve policy and negative interest rate policy across the globe mean hurdle rates on new projects and investments are approaching zero. As “acceptable” returns fall, asset prices are being bid up to nosebleed levels. Everyone is getting rich, but what will the fallout be? Aug 12, 2016
Industrials Empty Tool Box Amid Tough Operating Environment
Let’s take a look at calendar second-quarter reports for a variety of industrial entities. Jun 27, 2016
Keep Calm and Carry On?
Image Source: War History Online, June 22. Markets often overshoot to the downside, and we’re not even at “fair valuation” in the context of widely-followed market multiples. Patience is a virtue. Apr 21, 2016
The Market – On Its Head
Let’s discuss what’s been working and what’s not been working in today’s market. Jan 25, 2016
What’s Working in Today’s Market?
Let’s take a look at the major sectors to see where assets are flocking to and away from so far in 2016. We’ll talk about recent news, and several equities we’re paying particularly close attention to for addition to the newsletter portfolios. Jul 22, 2015
Aerospace and Automotive Demand Powering Most Industrials
We highlight winners and losers in commercial aerospace, our two primary concerns in the auto sector, and the dichotomy within the industrial energy vertical. Feb 7, 2015
A Meaningful Rate Hike? No Way
REIT investors are getting spooked by a strong jobs report. Ahhh – when good news is bad news again. Jan 9, 2015
January 5-9: The Week That Was - Drowning in Crude
Let’s cover new developments during the first week of 2015. Oct 15, 2014
The Correction: Markets Collapse! Ebola Fears!
The equity markets have been rocked. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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