Open Letter To The Department of Labor: What Does “Diligence” Mean For Fiduciaries?

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No matter the legalities, the new fiduciary rule is here to stay. Few would argue against the idea that all advisors should act in their clients’ best interests.

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New Stocks on Exec Comp & ROIC Model Portfolio: January 2017

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Our Exec Comp Aligned With ROIC Model Portfolio (-0.7%) underperformed the S&P 500 (+0.2%) last month. Since inception, this model portfolio is up 22% while the S&P 500 is up 9%.

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Consumer Discretionary Sector 1Q17: Best and Worst

The Consumer Discretionary sector ranks fifth out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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The Truth Behind The Push To Delay The Fiduciary Rule

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The Department of Labor’s fiduciary rule is under fire again. Essentially, those opposing the rule are saying that fulfilling a fiduciary standard—acting in the best interests of their clients—is too costly to work with their business model.

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Danger Zone: Bottomline Technologies (EPAY)

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Red flags appear when a firm sacrifices profitability to join the cloud and transitions to a business model with negative margins. Add in significant competition and an overvalued stock price and investors should be running for the hills.

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ICYMI: New Long Idea, Top Stock Picks and Special Offer Inside

New Long Idea, Top Stock Picks and Special Offer Inside

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Exec Comp Aligned With ROIC Model Portfolio: January 2017

Platinum Members and higher can access January’s Executive Compensation Aligned With ROIC Model Portfolio as of Friday, January 13.

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“It’s a perfect metric that ignores all the costs of acquisitions”

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On Thursday (01/12/17), Michael Rapoport of The Wall Street Journal interviewed CEO David Trainer regarding the metrics investors should be looking for during earnings season and which metrics are deceiving.

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The Real Earnings Season Doesn’t Start Until February

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Monday marked the unofficial start of “earnings season.” Then, once all the craziness has died down, the real earnings season—10-K filing season—will begin.

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Podcast: Danger Zone Highlights & Lowlights from 2016

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Our Danger Zone reports aim to identify those firms that, when looking below the surface, have struggling businesses and highly overvalued stock prices. However, the thesis does not always play out as we expect.

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1-Click Custom Reports on Demand

In addition to our Dynamic Data Screener, clients also get direct access to our database via our 1-Click Report offering. See how it all works in this video.

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This Media Giant Should Continue Its Dominance in 2017

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Warren Buffet’s advice to “be fearful when others are greedy, and be greedy when others are fearful,” presents an interesting conundrum

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New Stocks on Most Attractive/Most Dangerous: January 2017

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Our Most Attractive Stocks (+5.5%) outperformed the S&P 500 (+2.2%) last month. 13 out of the 40 Most Dangerous stocks outperformed the S&P 500 in December.

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Top Stocks & Model Portfolios From 2016

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Our Long Idea reports aim to identify those firms that the market has overlooked and that when analyzed beyond standard metrics, are significantly undervalued. In addition to individual Long Ideas, we provide Model Portfolios that provide well-screened lists of companies based on specific criteria

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Danger Zone: Highlights & Lowlights of 2016

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Our Danger Zone reports aim to identify those firms that, when looking below the surface, have struggling businesses and highly overvalued stock prices. However, the thesis does not always play out as we expect and, at times, the stock continues garnering investor interest and only grows more overvalued.

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ICYMI: New Year, New Features

New Year, New Features. Stock Faceoff: Giants of Retail, Model Portfolio Updates, and much more

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Direct Access To Our Database: Dynamic Data Screener

This video shows how clients can directly access our database of analytics from our 5,000+ company valuation models in a matter of seconds with just a few clicks.

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See Exactly How Our Valuation Models Work

We are 100% transparent about our models because we want our clients to know how much rigor and integrity are behind our research.

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Sector Ratings For ETFs & Mutual Funds: 1Q17

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At the beginning of the first quarter of 2017, only the Consumer Staples sector earns an Attractive-or-better rating. Our sector ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each sector.

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Most Attractive Stocks Model Portfolio: January 2017

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

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