November 4, 20210Comments

Model Portfolio Performance Through 3Q21

Our Model Portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios through 3Q21.

by Kyle Guske II

November 4, 20210Comments

Barron’s Features our Research on the Expectations Baked Into Tesla’s Valuation

Barron’s featured research from our report, $1 Trillion of Speculation, which quantifies the expectations for future growth in Tesla's valuation.

by Kyle Guske II

November 3, 20210Comments

Even At a Lowered Valuation, Don’t Buy Rivian’s IPO

We are skeptical that Rivian’s IPO will deliver for investors, even with the lower valuation. Investors shouldn’t buy a stock just because it’s in a hot sector.

by Kyle Guske II

November 3, 20210Comments

Most Attractive Stocks Model Portfolio: November 2021

Gold Members and higher can access November's 40 Most Attractive Stocks as of Wednesday, November 3.

by Kyle Guske II

November 3, 20210Comments

Most Dangerous Stocks Model Portfolio: November 2021

Gold Members and higher can access November's 39 Most Dangerous Stocks as of Wednesday, November 3.

by Kyle Guske II

November 2, 20213Comments

$1 Trillion of Speculation

We provide objective perspective on how outrageously high the valuation of Tesla stock is and the clear impracticality of the company meeting the expectations baked into its valuation.

by Kyle Guske II

October 29, 20210Comments

The Big Escape: Facebook Runs to the Metaverse – Bloomberg TV

We joined Bloomberg TV to discuss why Facebook needs to divert attention from its current business.

by Kyle Guske II

October 28, 20210Comments

Dividend Growth Stocks Model Portfolio: October 2021

Platinum Members and higher can access October's Dividend Growth Stocks Model Portfolio as of Thursday, October 28.

by Kyle Guske II

October 27, 20210Comments

Better, Faster, Cheaper Fundamental Research – CFA Society NC15 Podcast

CEO David Trainer recently joined CFA Society of North Carolina Board Member, Pedro Bernal, CFA, on the NC15 podcast.

by Kyle Guske II

October 26, 20210Comments

Digital World Acquisition Is the Culmination of All Meme-Stocks

The bottom line is that owning DWAC at anything close to its current price is not investing, it is gambling.

by Kyle Guske II

October 26, 20210Comments

Barron’s Features our Research on the Safest Dividend Yields

Barron's featured research from our Safest Dividend Yields Model Portfolio.

by Kyle Guske II

October 25, 20210Comments

Podcast: Why This EV Startup is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Rivian: This IPO Won’t Deliver.

by Kyle Guske II

October 22, 20210Comments

How to Avoid the Worst Style Mutual Funds 4Q21

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 Kyle Guske II

October 22, 20210Comments

How to Avoid the Worst Style ETFs 4Q21

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 Kyle Guske II

October 22, 20210Comments

How to Avoid the Worst Sector Mutual Funds 4Q21

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 Kyle Guske II

October 22, 20210Comments