Recapping Netflix’s Earnings & Other Market Insights: Yahoo Finance
We joined Yahoo Finance to provide unique fundamental perspectives on the economic recovery, JPMorgan Chase, and Netflix.
Alex Sword
Featured Stock in April’s Exec Comp & ROIC Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Alex Sword
2Q21 Style Ratings Recap
At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. The following is our analysis of each style for the second quarter of 2021.
Kyle Guske II, Senior Investment Analyst, MBA
Small Cap Value Style 2Q21: Best and Worst
The Small Cap Value style ranks ninth out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Matt Shuler, Investment Analyst II
Small Cap Growth Style 2Q21: Best and Worst
The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
Matt Shuler, Investment Analyst II
Small Cap Blend Style 2Q21: Best and Worst
The Small Cap Blend style ranks eleventh out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
Matt Shuler, Investment Analyst II
Mid Cap Value Style 2Q21: Best and Worst
The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Matt Shuler, Investment Analyst II
Mid Cap Growth Style 2Q21: Best and Worst
The Mid Cap Growth style ranks tenth out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
Matt Shuler, Investment Analyst II
Mid Cap Blend Style 2Q21: Best & Worst
The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Matt Shuler, Investment Analyst II
Safest Dividend Yields Model Portfolio: April 2021
Platinum Members and higher can access April's Safest Dividend Yields Model Portfolio as of Thursday, April 22.
Kyle Guske II, Senior Investment Analyst, MBA
These Stocks Remain Undervalued Post 1Q21 Earnings
We’re reiterating three Long Ideas that recently reported calendar 1Q21 earnings.
Matt Shuler, Investment Analyst II
Position Close Update: Oshkosh Corporation (OSK)
Given the risk/reward profile skewing more towards risk, we’re taking the gains and closing this long position.
Kyle Guske II, Senior Investment Analyst, MBA
Large Cap Value Style 2Q21: Best & Worst
The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
Alex Sword
Large Cap Growth Style 2Q21: Best & Worst
The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Alex Sword
Large Cap Blend Style 2Q21: Best & Worst
The Large Cap Blend style ranks second out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
Alex Sword
Focus List Stocks: Short – Update 4/21/21
We’ve made the following update to our Focus List Stocks: Short Model Portfolio as of April 21, 2021.
Kyle Guske II, Senior Investment Analyst, MBA
All Cap Index & Sectors: Price to Economic Book Value Through 4Q20
This report analyzes market cap, economic book value, and the trailing price-to-economic book value (PEBV) ratio for the NC 2000 and each of its sectors.
Matt Shuler, Investment Analyst II
All Cap Value Style 2Q21: Best and Worst
The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II, Senior Investment Analyst, MBA
All Cap Growth Style 2Q21: Best and Worst
The All Cap Growth style ranks eighth out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II, Senior Investment Analyst, MBA