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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
May 29, 2013
The Impact of the US Housing Recovery Cannot Be Underestimated
Valuentum reveals the far-reaching implications of a strengthening US housing market.
May 24, 2013
Boeing Keeps Raking in Aircraft Orders
Boeing updated its 'Orders and Deliveries' tally this week, and it showed an additional 107 new orders. We think fundamentals in the aerospace supply chain are getting more and more attractive.
Apr 16, 2013
Coca-Cola Grows Earnings And Restructures
Let's take a look at Coca-Cola's solid first quarter.
Apr 4, 2013
March Auto Roundup
Let's take a look at March auto sales in the US.
Mar 5, 2013
February Auto Roundup
February came in at a SAAR just shy of 15.4 million, up 4% from a year ago.
Mar 4, 2013
Will the FDA Crush Intuitive Surgical?
Probably not, but backlash against robotic surgery could be a headwind.
Feb 6, 2013
January Auto Sales Roundup
2013 is off to a great start for the US auto industry. Let’s take a look at results.
Jan 23, 2013
Best Ideas Newsletter Portfolio Holding Google Rebounds with a Strong Fourth Quarter
Google follows up a tough third quarter with a great fourth quarter.
Jan 17, 2013
Bottom in Sentiment Has Been Reached in Boeing’s 787; Orders for Planes Surge at the Airframe Makers
We think the lithion-ion battery issue will mark the bottom in sentiment for the 787 Dreamliner, and we’re not making any changes to the aerospace exposure in our Best Ideas portfolio.
Jan 4, 2013
December Auto Sales Roundup
December was another strong month for the US auto industry, and we remain optimistic about 2013.


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