Long Idea: Div Yield Is Double the 30-yr Treasury
And new CEO should drive capital appreciation.
Most Attractive Stocks: Model Portfolio Update
12 new stocks make this month’s model portfolio.
Most Dangerous Stocks: Model Portfolio Update
16 new stocks make this month’s model portfolio.
Upgrades to Stock Research
More charts and data behind our Ratings and adjustments - now in your Portfolio.
Upgrades to ETF Research
Charts on quality of allocations and other key details - now in your Portfolio.
Upgrades to Fund Research
Charts on quality of allocations and total annual costs details - now in your Portfolio.
Featured Stock in Dividend Growth Stocks Model Portfolio
Get a free look at one of the stocks in this month's model portfolio.
Top-Viewed Research on Forbes
Clients got access to these highly popular ideas weeks before the public.
September 2019 Stock Picking Accolades
SumZero ranks us #2 in Healthcare, #3 in Consumer Staples, and #5 in Industrials.
Position Close Update: MarineMax (HZO)
A successful Danger Zone pick.
Position Close Update: Expedia Group (EXPE)
A successful Danger Zone pick.
Danger Zone Podcast: 8/26/19: Bad Stocks Hiding in A Good Economy
Strong macro-economic trends mask serious issues for these two stocks.
Upcoming Research
- New Long Idea: 9/11/19
- Exec Comp Aligned with ROIC: Model Portfolio Update: 9/13/19
- Safest Dividend Yields: Model Portfolio Update: 9/20/19
Coverage Updates
- 97: 10-Qs parsed since Sept 1.
- 20: 10-Ks parsed since Sept 1.
- 145: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.