S&P 500 & Sectors: Free Cash Flow Yield Through 2Q21
This report analyzes free cash flow, enterprise value, and the FCF yield for the S&P 500 and each of its sectors.
Alex Sword
Alex Sword
S&P 500 & Sectors: ROIC vs. WACC Through 2Q21
Nine of eleven S&P 500 sectors saw an improvement in ROIC year-over-year (YoY) based on 2Q21 financial data.
Matt Shuler, Investment Analyst II
S&P 500 & Sectors: Core Earnings Vs. GAAP Earnings Through 2Q21
This report analyzes the Core Earnings and GAAP earnings of the S&P 500 and each of its sectors.
Kyle Guske II, Senior Investment Analyst, MBA
Podcast: Two Successful Danger Zone Picks That Greatly Outperformed as Shorts
David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone picks this week: Didi Global (DIDI), Compass Inc. (COMP) and Tesla (TSLA).
Kyle Guske II, Senior Investment Analyst, MBA
Earnings Distortion: The New Value Factor
To enable managers to easily monetize our new factor, we present a long/short market-neutral strategy that generates impressive performance.
David Trainer, Founder & CEO
Position Close Update: PVH Corp (PVH)
Due to the stock no longer trading at a historic discount and its outperformance, we are taking the gains and closing this long position.
Matt Shuler, Investment Analyst II
Sanderson Farms: Selling Early Can Be Costly
Sometimes, as in the case of Sanderson Farms, it pays to stand by your convictions.
Alex Sword
Fundamentals Matter More Than Ever – CNBC
We joined CNBC's Power Lunch on Thursday August 19, 2021.
Alex Sword
Safest Dividend Yields Model Portfolio: August 2021
Platinum Members and higher can access August's Safest Dividend Yields Model Portfolio as of Friday, August 20.
Kyle Guske II, Senior Investment Analyst, MBA
Featured Stock in August’s Exec Comp & ROIC Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Alex Sword
2Q21 Earnings Reveal an Opportunity Is Building
This infrastructure firm has fallen since March 2020, but over 90% of its backlog is positioned in markets that will see significant investment in the coming years.
Matt Shuler, Investment Analyst II
Position Close Update: Radian Group (RDN)
After the prime mortgage insurance market had a record year in 2020, this firm will have trouble keeping the good times rolling.
Matt Shuler, Investment Analyst II
Position Close Update: Lakeland Financial (LKFN)
Though this bank has delivered years of superior profitability, a recent rise in its stock price, along with mounting competition, make risk/reward less attractive.
Matt Shuler, Investment Analyst II
Position Close Update: Didi Global (DIDI)
Didi still earns our Unattractive rating, but with such strong outperformance in such a short period of time, we’re taking gains and closing this short position.
Kyle Guske II, Senior Investment Analyst, MBA
Position Close Update: Compass Inc. (COMP)
With such strong outperformance in a short period of time, we’re taking gains and closing this short position.
Kyle Guske II, Senior Investment Analyst, MBA
Focus List Stocks: Short – Update 8/17/21
We’ve made the following update to our Focus List Stocks: Short Model Portfolio as of August 17, 2021.
Kyle Guske II, Senior Investment Analyst, MBA
2Q21 Earnings Reveal Competition is Crushing Hopes of Profitability
Despite beating top line estimates, this business is losing ground to formidable incumbents and looks increasingly unlikely to achieve the profits implied by its stock price.
Kyle Guske II, Senior Investment Analyst, MBA
After 2Q21 Earnings, This Food Concept Stock Remains Overvalued by 70%+
Despite beating top line estimates, this business lacks differentiation and looks increasingly unlikely to achieve the profits implied by its stock price.
Kyle Guske II, Senior Investment Analyst, MBA
Podcast: Why This Food Manufacturer is in the Danger Zone After 2Q21 Earnings
David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: 2Q21 Earnings Reveal Competition is Crushing Hopes of Profitability.
Kyle Guske II, Senior Investment Analyst, MBA