BEAV

Podcast: Defense Spending and the Explosion of Cyber Crime

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The Valuentum analyst team discusses trends in US and global defense spending and the explosion of Internet crime that is fueling investment in cyber security both in the public and private sectors. ~7 mins. This podcast was originally published November 3, 2016. If you cannot view the video below, please view the transcript that follows or click the link here. Software – Security: CHKP, FEYE, FTNT, IMPV, PANW, PFPT, SYMC, VRSN Aerospace & Defense – Prime: BA, FLIR, GD, LLL, LMT, NOC, RTN Brian Nelson, CFA: This is Brian Nelson for Valuentum Securities, and today I have joining me on our podcast Mr. Kris Rosemann and Mr. Chris Araos. Today, we are going to talk about the landscape for defense spending … Read more

9 Aerospace Suppliers With Attractive PEG Ratios

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This article originally appeared on Seeking Alpha. Please view disclosures: https://seekingalpha.com/article/273893-9-aerospace-suppliers-with-attractive-peg-ratios Although there is no substitute for assessing a firm’s valuation on a discounted cash-flow basis, evaluating a firm’s value through its PEG ratio may be the next-best option. Provided in this article is an aerospace supplier cheat sheet that gives a brief description, the market cap, consensus forecasts, long-term growth estimates, and the corresponding PEG ratios for suppliers within the commercial aerospace chain. This list should come in handy as commercial aircraft deliveries soar in coming years. (Click charts to expand) Based on the cheat sheet below, there are nine aerospace suppliers that currently garner a PEG ratio below 1, derived by taking the price-to-earnings ratio based on next year’s … Read more

Dividend Increases/Decreases for the Week Ending February 19

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Below we provide a list of firms that raised/lowered their dividends during the week ending February 19. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week Analog Devices (ADI): now $0.42 per share quarterly dividend, was $0.40. Anthem (ANTM): now $0.65 per share quarterly dividend, was $0.625. Argo Group (AGII): now $0.22 per share quarterly dividend, was $0.20. Autoliv (ALV): now $0.58 per share quarterly dividend, was $0.56. B/E Aerospace (BEAV): now $0.21 per share quarterly dividend, was $0.19. Coca-Cola (KO): now $0.35 per share quarterly dividend, was $0.33. Coca-Cola Enterprises (CCE): … Read more