June 8, 20210Comments

All Cap Index & Sectors: Price to Economic Book Value Through 1Q21

This report analyzes market cap, economic book value, and the trailing price-to-economic book value (PEBV) ratio for the NC 2000 and each of its sectors.

by Alex Sword

June 7, 20210Comments

All Cap Index & Sectors: ROIC Vs. WACC Through 1Q21

This report presents the drivers of economic earnings (ROIC, NOPAT margin, invested capital turns, and WACC) for our All Cap Index and each of its sectors.

by Alex Sword

June 3, 20210Comments

Featured Stock in May’s Dividend Growth Model Portfolio

Three 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

May 27, 20210Comments

S&P 500 & Sectors: Free Cash Flow Yield Through 1Q21

This report analyzes free cash flow, enterprise value, and the FCF yield for the S&P 500 and each of its sectors.

by Alex Sword

May 26, 20210Comments

Featured Stock in May’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

May 20, 20210Comments

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

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

by Alex Sword

May 12, 20210Comments

Operating Lease Disclosures: Updating The Good, the Bad & the Non-Compliant

We update our previous research on the best and worst disclosure practices and highlight a new disclosure tactic that enables companies to hide operating leases.

by Alex Sword

May 7, 20210Comments

Featured Stock in April’s Dividend Growth Model Portfolio

Nine 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

May 3, 20210Comments

Don’t Listen to the Meme-Stock Hype: Koss Corp (KOSS)

As more investors willfully admit they are gambling on stocks, we feel compelled to offer an easy way to make more informed decisions.

by Alex Sword

April 30, 20210Comments

How to Avoid the Worst Sector Mutual Funds 2Q21

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

April 30, 20210Comments

How to Avoid the Worst Sector ETFs 2Q21

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

by Alex Sword

April 30, 20210Comments

Featured Stock in April’s Safest Dividend Yields Model Portfolio

Five 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

April 23, 20210Comments

Recapping Netflix’s Earnings & Other Market Insights: Yahoo Finance

We joined Yahoo Finance to provide unique fundamental perspectives on the economic recovery, JPMorgan Chase, and Netflix.

by Alex Sword

April 23, 20210Comments

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

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

by Alex Sword

April 21, 20210Comments

Large Cap Value Style 2Q21: Best & Worst

The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.

by Alex Sword

April 21, 20210Comments

Large Cap Growth Style 2Q21: Best & Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Alex Sword

April 21, 20210Comments

Large Cap Blend Style 2Q21: Best & Worst

The Large Cap Blend style ranks second out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.

by Alex Sword