August 22, 20250CommentsFocus List Stocks: Long – Update 8/22/25We’ve made the following updates to our Focus List Stocks: Long Model Portfolio as of August 22, 2025. by Kyle Guske II, Senior Investment Analyst, MBA
August 21, 20250Comments2Q25 Footnotes Season: Created $2.5 Million in ValueDuring 2Q25 footnotes season, we parsed 2,827 10Q and 10K filings and created $2,544,500 of value for clients. by Kyle Guske II, Senior Investment Analyst, MBA
August 21, 20250CommentsSafest Dividend Yields Model Portfolio: August 2025Professional Members and higher can access August's Safest Dividend Yields Model Portfolio as of Thursday, August 21. by Kyle Guske II, Senior Investment Analyst, MBA
August 18, 20250CommentsPodcast: Why this Sugary Stock is in the Danger ZoneCEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Dork Rally Crashes. by Kyle Guske II, Senior Investment Analyst, MBA
August 15, 20250CommentsWatch Our Earnings Recap on Alibaba, Cisco Applied Materials, Deere, CoreWeave, Cava, and MoreThis past week was one of the most action-packed of earnings season and went live to break it all down. by Kyle Guske II, Senior Investment Analyst, MBA
August 15, 20250CommentsExec Comp Aligned with ROIC Model Portfolio: August 2025Professional and higher members and higher can access August's Executive Compensation Aligned With ROIC Model Portfolio as of Friday, August 15. by Kyle Guske II, Senior Investment Analyst, MBA
August 14, 20250CommentsIdeas Dinner – Pro & Institutional Only Webinar – August 19 at 3:00 CTOur next private Ideas Dinner meeting will be Tuesday, August 19 at 3pm CT. by Kyle Guske II, Senior Investment Analyst, MBA
August 11, 20250CommentsPodcast: Why Mediocrity is in the Danger ZoneCEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Danger Zone: Mediocre Funds. by Kyle Guske II, Senior Investment Analyst, MBA
August 8, 20250CommentsWatch Our Earnings Recap on Eli Lilly, AMD, McDonalds, YUM! Brands, Disney, Airbnb, Caterpillar, and MoreWe covered some of the biggest players in healthcare, semiconductors, fast food, entertainment, and travel. by Kyle Guske II, Senior Investment Analyst, MBA
August 8, 20250CommentsFree Stock Pick from our Dividend Growth Model Portfolio for July 2025Get details on one of the stocks in July 2025's Dividend Growth Model Portfolio. by Kyle Guske II, Senior Investment Analyst, MBA
August 7, 20250CommentsAugust 2025 Stock-Picking Accolades: #1 Consumer Discretionary, #1 in Industrials, & MoreWe are August's 2025's #1 ranked stock picker in Consumer Discretionary and Industrials categories on SumZero rankings. by Kyle Guske II, Senior Investment Analyst, MBA
August 7, 20250CommentsFocus List Stocks: Long – Update 8/7/25We’ve made the following updates to our Focus List Stocks: Long Model Portfolio as of August 7, 2025. by Kyle Guske II, Senior Investment Analyst, MBA
August 6, 20250CommentsWatch Our Earnings Recap on Palantir, AMD, Uber, Snap, Shopify, Arista, Tyson, Super Micro Computer, and MoreIf you want the full picture, not just the PR spin, this session is for you. by Kyle Guske II, Senior Investment Analyst, MBA
August 6, 20250CommentsMost Attractive Stocks Model Portfolio: August 2025Professional Members and higher can access August's 40 Most Attractive Stocks as of Wednesday, August 6. by Kyle Guske II, Senior Investment Analyst, MBA
August 6, 20250CommentsMost Dangerous Stocks Model Portfolio: August 2025Professional Members and higher can access August's 31 Most Dangerous Stocks as of Wednesday, August 6. by Kyle Guske II, Senior Investment Analyst, MBA
August 5, 20250CommentsHow to Avoid the Worst Style Mutual Funds 3Q25Here are red flags investors can use to avoid the worst style mutual funds for 3Q25. by Kyle Guske II, Senior Investment Analyst, MBA
August 5, 20250CommentsHow to Avoid the Worst Style ETFs 3Q25Here are three red flags investors can use to avoid the worst style ETFs for 3Q25. by Kyle Guske II, Senior Investment Analyst, MBA
August 5, 20250CommentsHow to Avoid the Worst Sector Mutual Funds 3Q25Here are red flags investors can use to avoid the worst sector mutual funds for 3Q25. by Kyle Guske II, Senior Investment Analyst, MBA
August 5, 20250CommentsHow to Avoid the Worst Sector ETFs 3Q25Here are three red flags investors can use to avoid the worst sector ETFs for 3Q25. by Kyle Guske II, Senior Investment Analyst, MBA
August 4, 20250CommentsModel Portfolio Performance Through 2Q25Our Model Portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios in 2Q25. by Kyle Guske II, Senior Investment Analyst, MBA