Long Idea: Sally Beauty Holdings (SBH)

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Sally Beauty operates in an industry that tends to be recession-proof. What’s more, its cheap valuation and recent changes to executive compensation position the stock to outperform in the long term.

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May’s Most Attractive Stocks Available to Members Today

Gold Members and higher can access May’s 40 Most Attractive Stocks as of Wednesday, May 4.

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May’s Most Dangerous Stocks Available to Members Today

Gold Members and higher can access May’s 40 Most Dangerous Stocks as of Wednesday, May 4.

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The Best and Worst of the Mid Cap Value Style 2Q16

The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Neutral rating.

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The Best and Worst of the Mid Cap Growth Style 2Q16

The Mid Cap Growth style ranks ninth out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Dangerous rating.

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The Best and Worst of the Mid Cap Blend Style 2Q16

The Mid Cap Blend style ranks fifth out of the twelve fund styles as detailed in our 2Q16 Style. It gets our Neutral rating.

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The Best and Worst of the Large Cap Value Style 2Q16

The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Attractive rating.

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The Best and Worst of the Large Cap Growth Style 2Q16

The Large Cap Growth style ranks sixth out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Neutral rating.

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The Best and Worst of the Large Cap Blend Style 2Q16

The Large Cap Blend style ranks second out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Attractive rating.

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The Best and Worst of the All Cap Value Style 2Q16

The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Neutral rating.

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The Best and Worst of the All Cap Growth Style 2Q16

The All Cap Growth style ranks eighth out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Neutral rating.

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The Best and Worst of the All Cap Blend Style 2Q16

The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Neutral rating.

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Identifying Good And Bad Activist Investors

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There are some genuinely good examples of shareholder activism out there. In the right context, activist investors hold management accountable and play a beneficial role in the market by ensuring that poor corporate governance and strategy don’t persist.

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Danger Zone: Perrigo Company (PRGO)

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We found that Perrigo Company (PRGO), the firm Mr. Papa is leaving behind, exhibits many similarities to Valeant, including misleading non-GAAP measurements, aggressive, shareholder destructive acquisitions, and executive compensation misaligned with shareholders’ interests.

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FinTech: Disruptive Tech To Parse SEC Filings & Build Valuation Models Webinar

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In this webinar, CEO David Trainer, will discuss our propriety research system, what makes us better, and how we can help protect investors, directors, and auditors.

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The SEC Is Starting To Worry About Non-GAAP Earnings

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We’ve been sounding the alarm on non-GAAP earnings for several years now. Companies exploited the wide leeway granted by the SEC to present their business in a more favorable light.

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David Trainer Discusses Why Netflix Is In The Danger Zone

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CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: The Spell Is Broken: Netflix Is More Like A Traditional TV Network

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DreamWorks Animation Is Not Worth What Comcast Will Pay

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Comcast would represent DWA’s saving grace, a company with ample cash for DreamWorks Animation to burn through. We would caution Comcast though, as acquiring DWA at current prices not only destroys shareholder value

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2Q16 Style Ratings for ETFs & Mutual Funds

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At the beginning of the second quarter of 2016, only the Large Cap Value and Large Cap Blend styles earn an Attractive-or-better rating. Our style ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each style.

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2Q16 Sector Ratings Recap

At the beginning of each quarter, we rank each sector from best to worst with our Sector Ratings Report. These rankings are forward looking and are indicative of how each sector should perform going forward. The following is a recap of our analysis of each sector for the second quarter of 2016.

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