ICYMI: 2 Updated Model Portfolios & Kitces Features Our Guide On How Fiduciaries Show Due Diligence

ICYMI: 2 Updated Model Portfolios & Kitces Features Our Guide On How Fiduciaries Show Due Diligence

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Safest Dividend Yields Model Portfolio: January 2017

Platinum Members and higher can access January’s Safest Dividend Yields Model Portfolio as of Friday, January 20.

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Podcast: Why Bottomline Technologies Is In The Danger Zone

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CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Bottomline Technologies (EPAY).

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

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Many people throughout the industry are still unclear as to how the fiduciary rule should be implemented. This uncertainty, at least In part, is behind many industry groups working hard to delay—or even scrap entirely—its implementation.

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“The DOL still has to define the hardest part of the new fiduciary rule”

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Our op/ed was published recently in MarketWatch. The article explained why the Labor Department still has to define the hardest part of the new fiduciary rule.

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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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Financials Sector 1Q17: Best and Worst

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

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Energy Sector 1Q17: Best and Worst

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

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Consumer Staples Sector 1Q17: Best and Worst

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

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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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