March 26, 20210Comments

Bitcoin – The Latest Tool to Manage Earnings

This report highlights the latest loophole, Bitcoin, how its recorded in company’s financial statements, and how we treat Bitcoin.

by Alex Sword

March 24, 20210Comments

Hidden Items Make Earnings Look Much Better & Other Findings From the Real Earnings Season

We found unusual items in the filings of General Electric (GE) and several other companies during the fourth week of The Real Earnings Season.

by Alex Sword

March 24, 20210Comments

Featured Stock in March’s Safest Dividend Yields Model Portfolio

13 new stocks make our Safest Dividend Yields Model Portfolio this month. Get a free look at one of the stocks in this month's portfolio.

by Alex Sword

March 22, 20210Comments

Buyer Beware: This Fund Isn’t What It Seems

Review of this funds holdings reveals more downside risk than traditional research shows.

by Alex Sword

March 15, 20210Comments

Featured Stock in March’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.

by Alex Sword

March 10, 20210Comments

Featured Stocks in March’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from this month’s model portfolios

by Alex Sword

February 19, 20210Comments

Featured Stock in February’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.

by Alex Sword

February 12, 20210Comments

Reddit, GameStop, and the Retail Frenzy – Fox Business

We joined Fox Business on Friday, February 5.

by Alex Sword

February 12, 20210Comments

Featured Stocks in February’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from this month’s model portfolios.

by Alex Sword

February 10, 20210Comments

Regulation Will Evict This Firm’s Micro-Bubble Expectations

Given the spike in disregard for fundamental risk we continue our micro-bubble winners and losers theme to help investors.

by Alex Sword

February 3, 20210Comments

Featured Stock in January’s Dividend Growth Model Portfolio

Eight new stocks made our Dividend Growth Model Portfolio this month. Get a free look at one of the stocks in this month’s portfolio.

by Alex Sword

February 1, 20210Comments

Don’t Pay for a Low-Quality Portfolio

There is no reason to allocate to overvalued stocks when there are industry leading firms trading at discounted prices.

by Alex Sword

January 29, 20210Comments

How to Avoid the Worst Style Mutual Funds 1Q21

The large number of mutual funds has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst mutual funds.

by Alex Sword

January 29, 20210Comments

How to Avoid the Worst Style ETFs 1Q21

The large number of mutual funds has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst mutual funds.

by Alex Sword

January 28, 20210Comments

Featured Stock in January’s Safest Dividend Yields Model Portfolio

Nine new stocks make our Safest Dividend Yields Model Portfolio this month. Get a free look at one of the stocks in this month's portfolio.

by Alex Sword

January 26, 20210Comments

How to Find the Best Sector Mutual Funds 1Q21

How can you pick the best mutual funds when there are so many to choose from?

by Alex Sword

January 26, 20210Comments

How to Find the Best Sector ETFs 1Q21

How can you pick the best ETFs with so many to choose from?

by Alex Sword

January 22, 20210Comments

Featured Stock in January’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.

by Alex Sword

January 22, 20210Comments

Mid Cap Value Style 1Q21: Best and Worst

The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Alex Sword

January 22, 20210Comments

Mid Cap Growth Style 1Q21: Best and Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.

by Alex Sword

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