Long Idea: High ROIC Business Model in Competitive Industry
This firm bucks the trend by consistently growing profits and ROIC.
Dividend Growth Stocks: Model Portfolio Update
Three new stocks make this month’s portfolio.
How to Define & Fulfill the Fiduciary Duty of Care
Know what you need to have to satisfy regulators.
Financial Times Features Our Best in Class ROIC
“Why Growth Stocks Are Beating Value Stocks”
Why Big Banks Will Win the Fintech Revolution
WealthManagement features our insights on how banks win the FinTech revolution.
Webinar Replay: Best in Class Return on Invested Capital
Get details on why Ernst & Young wrote a white paper on our research technology.
Featured Stocks in Safest Dividend Yields Model Portfolio
Get a free look at one of the stocks in this month’s model portfolio.
Growing Market Share Matters Little When Profits Are Declining
Misaligned exec comp, lagging profitability & rapid expense growth create poor risk/reward for this stock.
Cheap Funds Dupe Investors 4Q17
Our Robo-Analyst technology allows investors to identify cheap funds with high quality holdings.
New Feature: Ratings Expansion in Screeners
Unlimited and Institutional clients can now view ratings details within the screeners.
New Feature: Dividend Yield for ETFs
We now provide the Dividend Yield for all ETFs under coverage.
4Q17 Style Ratings for ETFs and Mutual Funds
See where each style ranks for the fourth quarter of 2017.
Small Cap Blend Style
See the best and worst rated ETFs and mutual funds.
Small Cap Growth Style
See the best and worst rated ETFs and mutual funds.
Small Cap Value Style
See the best and worst rated ETFs and mutual funds.
4Q17 Style Ratings Recap
Read our analysis of each style for 4Q17.
How to Find the Best Sector ETFs
How to Find the Best Style ETFs
How to Find the Best Sector Mutual Funds
How to Find the Best Style Mutual Funds
How to Avoid the Worst Sector ETFs
How to Avoid the Worst Style ETFs
How to Avoid the Worst Sector Mutual Funds
How to Avoid the Worst Style Mutual Funds
Upcoming Research
- Most Attractive/Most Dangerous: Model Portfolio Update: 11/2/17
- Exec Comp Aligned with ROIC: Model Portfolio Update: 11/15/17
Coverage Updates
- 512:10-Qs parsed since Oct 1.
- 99:10-Ks parsed since Oct 1.
- 171: stocks & mutual funds added to coverage universe over the last 3 months.
Danger Zone Podcast: When Growing Market Share Destroys Value
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about this firm’s destruction of shareholder value in this week’s Danger Zone segment.