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Recent Articles
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Broadcom Plummets After Cutting Guidance
Jun 14, 2019
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Image Source: Florian Knodt.
Broadcom resets investor expectations, sending shares of the company and peers lower. Broadcom sports a juicy yield.
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Our Reports on Stocks in the Metals and Mining (Aluminum) Industry
Jun 14, 2019
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Image Source: Alcoa.
Our reports on stocks in the Aluminum industry can be found in this article. Reports include AA, ACH, ATI, CENX, KALU.
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RYAM: Terrible Business, Potentially Cheap Stock
Jun 13, 2019
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Image Source: First-Quarter 2019 Presentation Materials.
Rayonier Advanced Materials has seen better days, but has the market overreacted? We don’t think there are many businesses that have poorer industry structure, but if the company can get things back on track, normalized free cash flow indicates substantial upside potential. Commodity prices and tariffs remain big wild cards to this story, and the Valuentum investor always waits for technicals and momentum indicators to turn decidedly positive first.
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Our Reports on Stocks in the Agricultural Chemicals Industry
Jun 12, 2019
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Image Source: Potash Corp.
Our reports on stocks in the Agricultural Chemicals industry can be found in this article. Reports include CF, CMP, MOS, NTR, SMG.
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The United Technologies-Raytheon Merger Will Create a Defense and Commercial Aerospace Giant
Jun 11, 2019
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Image Source: United Technologies' IR Presentation.
While there are many hurdles United Technologies and Raytheon must vault before their proposed merger of equals gets approved, we see this deal leading to material cost savings which will drive significant free cash flow growth in the medium term. The company expects to generate $6.0 billion in pro forma free cash flow this year, and management forecasts that could rise to $8.0 billion by 2021.
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