Fatten Your Nest Egg with Sanderson Farms

The stock’s of chicken producers have been on a tear this year. We selected Sanderson Farms (SAFM) and Pilgrim’s Pride (PPC) as Long Ideas in mid-2015, but we are honing in our focus on SAFM as the best way to play growing chicken demand.

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Too Much Market Value for Too Small a Market

This niche business generates plenty of “adjusted EBITDA,” but no real profits. It also has too much market value for too small a market, especially in light of its deteriorating competitive position. Absent a textbook case of “stupid money risk,” (i.e. a grossly overpriced acquisition) the risk/reward does not look good for equity investors.

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Closing Danger Zone Pick: Shutterstock (SSTK)

The significant reduction in stock price and embedded market expectations diminishes the downside risk and we are closing the position.

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New Stocks on Dividend Growth Model Portfolio: July 2017

The best performing stocks in the portfolio last month were large cap stock Scripps Networks Interactive (SNI), which was up 26%, and small cap stock, Waddell & Reed (WDR), which was up 7%. Get a look at one of the new stocks on July’s Model Portfolio.

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Health Care Sector Mutual Funds Enter the Danger Zone

70% of Health Care sector mutual funds are rated Unattractive or Very Unattractive. This particularly risky fund allocates heavily towards speculative stocks and charges high fees based on past performance that managers are having an increasingly difficult time replicating.

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Look to the Sky for Industrials Sector Value

Our Robo-Analyst technology drills down to the stock level of all 7,000+ ETFs and mutual funds under coverage. In the process, we uncovered an attractive ETF that traditional, backward-looking fund research overlooks.

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Small Cap Value Style 3Q17: Best and Worst

The Small Cap Value style ranks last out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.

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Small Cap Growth Style 3Q17: Best and Worst

The Small Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.

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New Stocks on Exec Comp & ROIC Model Portfolio: July 2017

The best performing stock in last month’s portfolio was Insteel Industries (IIIN), which was up 5%. Get a free look at a new stocks on July’s Model Portfolio.

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A Misunderstood and Overvalued Growth Stock

This firm’s questionable acquisition strategy has resulted in a ballooning balance sheet that diminishes the capacity to create shareholder value by improving return on invested capital (ROIC). Further, the profit growth expectations embedded in the stock price have moved beyond what the company can reasonably be expected to achieve.

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Hidden Trigger For Another (Flash) Crash: Passive Investing

When the investment process makes no effort to differentiate winners from losers, there is no diligence, no intelligent capital allocation, and, eventually, no efficient market.

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Utilities Sector 3Q17: Best and Worst

The Utilities sector ranks fifth out of the ten sectors as detailed in our 3Q17 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

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Telecom Services Sector 3Q17: Best and Worst

The Telecom Services sector ranks ninth out of the ten sectors as detailed in our 3Q17 Sector Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.

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Health Care Sector 3Q17: Best and Worst

The Health Care sector ranks eighth out of the ten sectors as detailed in our 3Q17 Sector Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.

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Financials Sector 3Q17: Best and Worst

The Financials sector ranks third out of the ten sectors as detailed in our 3Q17 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

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Consumer Discretionary Sector 3Q17: Best and Worst

The Consumer Discretionary sector ranks sixth out of the ten sectors as detailed in our 3Q17 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

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New Model Portfolio: Dividend Growth Stocks

These 30 stocks are the best of the best of dividend growers. They offer high-quality current dividend yields and strong free cash flow to support past and future consistent dividend growth.

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Position Close Update: MDLZ, PRGO, ORCL & VZ

Our Long Idea and Danger Zone research reports are part of an ongoing effort to identify hidden gems in the market and help clients avoid portfolio blowups. In this Position Update report, we are closing out two Long Ideas and two Danger Zone picks previously published on the Research Blog.

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An Undervalued Stock That’s Ready for Take-Off

This under appreciated industrials company is benefiting from internal profitability initiatives and external growth drivers, while low profit expectations embedded in the stock price make for an attractive risk/reward scenario.

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An Oasis in the Desert of Small Cap Funds

Our Robo-Analyst technology has identified a particularly attractive mutual fund that traditional, backward-looking fund research overlooks.

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