A Stock-Picking Methodology That Finds Quality Stocks
This fund successfully executes a stock-picking methodology that focuses on ROIC.
Matt Shuler
Matt Shuler
Featured Stock in March’s Safest Dividend Yields Model Portfolio
17 new stocks made our Safest Dividend Yields Model Portfolio this month. Get a free look at one of the stocks in this month’s portfolio.
Matt Shuler
Featured Stock in March’s Exec Comp & ROIC Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Matt Shuler
Restructuring Charges Understate This Firm’s True Profits
Last week, analysts parsed 406 filings and collected 39,443 data points. In total, they made 6,642 accounting adjustments with a dollar value of $1.6 trillion.
Matt Shuler
Featured Stocks in March’s Most Attractive/Most Dangerous Model Portfolios
See two of the featured stocks from this month’s model portfolios.
Matt Shuler
This Industrials Firm’s Acquisition Has Not Created Shareholder Value
Last week, analysts parsed 501 filings and collected 55,615 data points. In total, they made 9,915 accounting adjustments with a dollar value of $2.9 trillion.
Matt Shuler
Special Charges Distorting Profitability Are Today’s Filing Season Find
Since February 27, 2020, our analysts parsed 364 filings and collected 41,596 data points. In total, they made 8,550 forensic accounting adjustments with a dollar value of $3.7 trillion.
Matt Shuler
Featured Stock in February’s Dividend Growth Model Portfolio
20 new stocks made our Dividend Growth Stocks Model Portfolio this month. Get a free look at one of the stocks in the most recent portfolio.
Matt Shuler
Abnormal Tax Rates Are Today’s Filing Season Find
Since February 22, 2020, our analysts parsed 242 filings and collected 28,620 data points. In total, they made 6,058 forensic accounting adjustments with a dollar value of $5.0 trillion.
Matt Shuler
Featured Stock in February’s Safest Dividend Yields Model Portfolio
Nine new stocks made our Safest Dividend Yields Model Portfolio this month. Get a free look at one of the stocks in this month’s portfolio.
Matt Shuler
Hidden Expenses Overstate This Firm’s Profit Decline
Last week, analysts parsed 303 filings and collected 34,774 data points. In total, they made 6,193 accounting adjustments with a dollar value of $4.3 trillion.
Matt Shuler
Featured Stock in February’s Exec Comp & ROIC Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Matt Shuler
Featured Stocks in February’s Most Attractive/Most Dangerous Model Portfolios
See two of the featured stocks from this month’s model portfolios.
Matt Shuler
How To Avoid the Worst Style Mutual Funds 1Q20
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.
Matt Shuler
How To Avoid the Worst Style ETFs 1Q20
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.
Matt Shuler
Featured Stock in January’s Dividend Growth Model Portfolio
12 new stocks made our Dividend Growth Stocks Model Portfolio this month. Get a free look at one of the stocks in the most recent portfolio.
Matt Shuler
Small Cap Value Style 1Q20: Best and Worst
The Small Cap Value style ranks seventh out of the twelve fund styles as detailed in our 1Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Matt Shuler
Small Cap Growth Style 1Q20: Best and Worst
The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 1Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
Matt Shuler
Small Cap Blend Style 1Q20: Best and Worst
The Small Cap Blend style ranks ninth out of the twelve fund styles as detailed in our 1Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Matt Shuler
Mid Cap Value Style 1Q20: Best and Worst
The Mid Cap Value style ranks eighth out of the twelve fund styles as detailed in our 1Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Matt Shuler