Reports and Newsletters: Latest Equity Research

Stock Investment Research

See our latest Reports and Newsletters, including our monthly newsletter for the Most Attractive Stocks and the Most Dangerous Stocks, Proof is in Performance Reports, Corporate Disclosure Transgressions, and more.

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Feb 3, 2012

Most Attractive Stocks For February 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 6 new stocks make our February lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+9.7%) outperformed the S&P 500 (+3.6%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Feb 3, 2012

Most Dangerous Stocks For February 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 4 new stocks make our February lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+5.4%) rose more than the S&P 500 (+3.6%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Jan 20, 2012

Sector Allocation Roadmap 1Q12

Predictive Ratings to Maximize Performance

  • Our Sector ETF Roadmap report provides ratings for every sector, the S&P 500, and the Russell 2000.
  • Ever wonder what it would be like to evaluate sectors with the same rigor as individual stocks - that is exactly what we deliver.
  • Given the success of our Rating system for individual stocks, we believe its application to sectors will also help investors make more informed decisions.
Jan 11, 2012

Proof Is In Performance Thru 4Q11

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Our small cap short strategy beat the short Russell 2000 by 20% YTD.
  • Our large and small cap short strategy beat the short S&P 500 and Russell 2000 by 11%.
  • Our small cap long/short strategy beat the Risk-Free Rate by 6%.
  • These strategies (and others) beat their benchmarks by much more since inception in January 2005.
  • Barron’s consistently ranks our stock-picking as amongst the best of the major research firms.
Jan 6, 2012

Most Attractive Stocks For January 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 6 new stocks make our January lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+1.1%) underperformed the S&P 500 (+2.7%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Jan 6, 2012

Most Dangerous Stocks For January 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 5 new stocks make our January lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (-0.3%) fell while the S&P 500 rose (+2.7%) and outperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Dec 14, 2011

Safest Harbors In A Stormy Market

Stock & Fund Picks

Dec 8, 2011

Don't Be Fooled: The Euro Will Take Us All Down

Stock & Fund Picks

Dec 2, 2011

Most Attractive Stocks For December 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 7 new stocks make our December lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (-0.6%) underperformed the S&P 500 (+0.7%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Dec 2, 2011

Most Dangerous Stocks For December 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 5 new stocks make our December lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+0.2%) rose less than the S&P 500 (+0.7%) and outperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Nov 30, 2011

Short VMware (VMW) As Hedge For Euro Recession

Stock Picks And Pans

Nov 23, 2011

ETF vs Mutual Funds: The Winner Is...

Stock Picks and Pans

Nov 16, 2011

Forensic Analysis: Avoid Energy & Financial Stocks

Stock Picks And Pans

Nov 9, 2011

Cutting Thru the Smoke in the Energy Sector

Stock Picks And Pans

Nov 2, 2011

Utility Sector: Check the Ingredients Before Buying

Stock Picks And Pans

Nov 1, 2011

Feels Like 1999 All Over Again

Stock Picks And Pans