While some traders may see the recent price performance and upward momentum as reason for doubling down, fiduciaries need to take a closer look at their holdings.
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: The Most Dangerous Stocks for Fiduciaries Heading Into 2021.
We discovered an opportunity to improve historical Cash Tax Rates to more accurately reflect the lower corporate tax rates realized after the 2017 Tax Cuts and Jobs Act.
The new valuation changes nothing about the firm’s business but increases the execution risk of management achieving the expectations baked into the stock.