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Model Portfolio
July 14, 20230Comments

Exec Comp Aligned with ROIC Model Portfolio: July 2023

Professional and higher members and higher can access July's Executive Compensation Aligned With ROIC Model Portfolio as of Friday July 14.
by Kyle Guske II, Senior Investment Analyst, MBA
July 13, 20230Comments

Position Close Update: Tools Not as Undervalued as They Were

Lofty expectations mean the risk/reward in this stock is no longer as attractive as when we first made it a Long Idea.
by Hakan Salt, Associate Investment Analyst
July 13, 20230Comments

Position Close Update: Electronics Manufacturer Got Expensive

The run-up in stock price, largely around the hype over AI, means the risk/reward in this stock is no longer as attractive as when we first made it a Long Idea.
by Hakan Salt, Associate Investment Analyst
Focus List Long Short Performance
July 13, 20230Comments

Focus List Stocks Continues to Outperform as a Long/Short Portfolio Despite Slow 1H23

Our Focus List Stocks: Long Model Portfolio and our Focus List Stocks: Short Model Portfolio have beaten the S&P 500 by 63% as a long/short portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
July 13, 20230Comments

3Q23 Sector Ratings Recap

At the beginning of each quarter, we rank each sector from best to worst with our Sector Ratings Report. The following is our analysis of each sector for the third quarter of 2023.
by Hakan Salt, Associate Investment Analyst
July 13, 20230Comments

Updating our Pension Expense Estimates

We are improving our Company Models for pension expense estimates in periods where we receive incomplete disclosures in quarterly periods
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
July 12, 20230Comments

Not Another Pipe Dream

This copper and brass pipe manufacturer is poised to take advantage of rising demand and its position as market leader in the U.S.
by Italo Mendonca
Best & Worst Sector Funds
July 12, 20230Comments

Utilities Sector 3Q23: Best and Worst

The Utilities sector ranks tenth out of the 11 sectors as detailed in our 3Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
July 12, 20230Comments

Telecom Services Sector 3Q23: Best and Worst

The Telecom Services sector ranks ninth out of the 11 sectors as detailed in our 3Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
July 12, 20230Comments

Technology Sector 3Q23: Best and Worst

The Technology sector ranks sixth out of the 11 sectors as detailed in our 3Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
July 12, 20230Comments

Real Estate Sector 3Q23: Best and Worst

The Real Estate sector ranks eleventh out of the 11 sectors as detailed in our 3Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
July 12, 20230Comments

Industrials Sector 3Q23: Best and Worst

The Industrials sector ranks eighth out of the 11 sectors as detailed in our 3Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
July 12, 20230Comments

Healthcare Sector 3Q23: Best and Worst

The Healthcare sector ranks third out of the 11 sectors as detailed in our 3Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
July 12, 20230Comments

Financials Sector 3Q23: Best and Worst

The Financials sector ranks fourth out of the 11 sectors as detailed in our 3Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
July 12, 20230Comments

Energy Sector 3Q23: Best and Worst

The Energy sector ranks first out of the 11 sectors as detailed in our 3Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
July 12, 20230Comments

Consumer Non-cyclicals Sector 3Q23: Best and Worst

The Consumer Non-cyclicals sector ranks second out of the 11 sectors as detailed in our 3Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
July 12, 20230Comments

Consumer Cyclicals Sector 3Q23: Best and Worst

The Consumer Cyclicals sector ranks seventh out of the 11 sectors as detailed in our 3Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
July 12, 20230Comments

Basic Materials Sector 3Q23: Best and Worst

The Basic Materials sector ranks fifth out of the 11 sectors as detailed in our 3Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Rankings
July 12, 20230Comments

Sector Ratings for ETFs & Mutual Funds: 3Q23

At the beginning of the 3Q23 quarter of 2023, the Energy, Consumer Non-cyclicals, and Healthcare sectors each earn an Attractive-or-better rating
by Hakan Salt, Associate Investment Analyst
July 11, 20230Comments

Featured Stocks in July’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from this month’s Most Attractive and Most Dangerous Stocks model portfolios.
by Hakan Salt, Associate Investment Analyst
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