At the beginning of 2015, we let our subscribers know about Cigna (CI), one of our favorite stocks for 2015. This call has proven to be a good one, as CI is up 21% so far this year. We see many of the same characteristics in this week's stock pick of the week.
We’ve compiled a "top 10" list of the companies with the largest adjustments to their valuations. Some adjustments represent senior claims to equity holders that reduce economic book value and shareholder value while others are assets that we expect to be accretive to shareholder value.
In this podcast, CEO David Trainer will explain the history of Reg FD, why its passage was a milestone for investors, and why investors in Chinese companies could be cheated by larger institutions and investors.
After a very bad 2014 for this stock — which fell over 44% — the company’s annual report has revealed that this price movement was an overreaction and that the company had a great year financially.
Recently, the SEC gave up trying to enforce its auditing rules in China. In this podcast, CEO David Trainer will explain how the SEC's weakness on this key issue puts investors in Chinese companies in danger.
The best stock picks have to meet certain criteria. The company must have strong fundamentals like rising profits and return on invested capital (ROIC). The company must also have a catalyst to continue growing.
We’ve compiled a "Top 11" list of the companies (who have already filed for 2014) with the largest adjustments to their balance sheets across the 11 adjustments we make.
In this podcast, CEO David Trainer will explain how our unique footnotes diligence powered our successful sell call on Bob Evans, which is down 22% today.
This week’s hot stock had an outstanding 2014 and was up 53% over the course of the year, but is undervalued even at its new, higher price. As a main producer of one of the most popular snack and health foods in the country, this company has plenty of room to grow.
The best stock picks in today’s market are becoming increasingly rare: large, high-quality companies with great growth potential that are also cheap. As we’ve started to incorporate this year’s batch of annual reports into our models, we’ve managed to find one such stock.
All too often, we see investors fixated on commodity prices when looking at Materials sector stocks. While commodity prices may impact businesses’ profits and stock price in the short term, investors can count on strong fundamentals to increase the value of Materials businesses over the long term.