Danger Zone: Pension Accounting – Discount Rates
This report focuses on how companies can use the discount rate to manipulate their reported benefit obligation.
Sam McBride
Sam McBride
Worst Offenders: Expected Return On Plan Assets
This report red flags the firms with the most underfunded pensions and the most aggressive assumptions for returns they expect to earn on the pension assets.
Sam McBride
ICYMI: New Long Idea, IPO Coverage: Avalara (AVLR) & Puxin (NEW), Model Portfolio Updates & A Dangerous Mutual Fund
Here's what happened at New Constructs this past week.
Kyle Guske II, Senior Investment Analyst, MBA
Exec Comp Aligned with ROIC Model Portfolio: June 2018
Platinum Members and higher can access June's Executive Compensation Aligned With ROIC Model Portfolio as of Friday, June 15.
Kyle Guske II, Senior Investment Analyst, MBA
Pre-IPO Coverage: Puxin, Ltd. (NEW)
This report aims to help investors sort through Puxin’s financial filings to understand the fundamentals and valuation of this IPO.
Sam McBride
Pre-IPO Coverage: Avalara, Inc. (AVLR)
This report aims to help investors sort through Avalara’s financial filings to understand the fundamentals and valuation of this IPO.
Kyle Guske II, Senior Investment Analyst, MBA
Podcast: Why this Mid Cap Blend Mutual Fund is in the Danger Zone
Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this past week: Lord Abbett Value Opportunities Fund (LVOAX, LVOCX, LVOVX).
Kyle Guske II, Senior Investment Analyst, MBA
Ahead of the Curve
This company is uniquely well-positioned to capitalize on the growth in this overlooked, niche market. However, the expectations baked into the stock price remain too low.
Kyle Guske II, Senior Investment Analyst, MBA
Featured Stocks in June’s Most Attractive/Most Dangerous Model Portfolios
Our Most Attractive and Most Dangerous Stocks underperformed the S&P 500 last month. See two of the featured stocks from this month’s model portfolios.
Kyle Guske II, Senior Investment Analyst, MBA
This Fund’s Holdings Should Give Investors Pause
This fund’s poor holdings and high fees diminish the likelihood that it will outperform moving forward.
Kyle Guske II, Senior Investment Analyst, MBA
ICYMI: New Long Idea, Model Portfolio Updates, Validation of a Prior Long Idea & How Pension Accounting Misleads Investors
Here's what happened at New Constructs this past week.
Kyle Guske II, Senior Investment Analyst, MBA
Podcast: Why Misleading Pension Accounting is in the Danger Zone
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this past week: Pension Accounting: Expected Returns on Plan Assets.
Kyle Guske II, Senior Investment Analyst, MBA
A Tale of Two Segments
The value that could be unlocked in a spin-off, and even the undervaluation of the combined firm, give this stock attractive risk/reward.
Sam McBride
Most Attractive Stocks Model Portfolio: June 2018
Gold Members and higher can access June's 40 Most Attractive Stocks as of Wednesday, June 6.
Kyle Guske II, Senior Investment Analyst, MBA
Most Dangerous Stocks Model Portfolio: June 2018
Gold Members and higher can access June's 40 Most Dangerous Stocks as of Wednesday, June 6.
Kyle Guske II, Senior Investment Analyst, MBA
Focus List Stocks: Long – Update 6/5/18
We’ve added one and removed one stock from our Focus List – Long Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
Position Close Update June 2018: Cracker Barrel Old Country Store (CBRL)
A decline in fundamentals, along with an increasingly competitive industry, lead us to close this position and remove it from our Focus List – Long Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
Featured Stocks in May’s Dividend Growth Model Portfolio
Get a look at last month’s top performers and a featured stock from May’s Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
SoftBank Investment Validates GM’s Self-Driving Superiority
General Motors remains undervalued, and this latest positive development leads us to add it to our Focus List – Long Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone: Pension Accounting: Expected Returns on Plan Assets
Pension underfunding remains dangerously high for many firms, and some companies use unusual assumptions for expected return on plan assets to mislead investors.
Sam McBride