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
Danger Zone
Sam McBride
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,...
Kyle Guske II
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
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
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
Successful Danger Zone Pick Continues to Outperform
Since our original Danger Zone report and being added to our Focus List – Short Model Portfolio, this stock has significantly outperformed as a short position.
Kyle Guske II
Position Close Update: Etsy Inc. (ETSY)
The valuation alone is not enough to justify keeping this position open given the large improvement in the firm’s fundamentals led by a new management team.
Kyle Guske II
Podcast: Why Installed Building Products 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: Installed Building Products (IBP).
Kyle Guske II
This Roll-Up Can’t Roll Forever
This firm is a classic “roll-up” that has been buying up smaller competitors for years to manufacture EPS growth. Its recent and largest acquisition to date is also the most...
Kyle Guske II
Podcast: Why IQVIA Holdings 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: IQVIA Holdings (IQV).
Kyle Guske II
Position Close Update: Dentsply Sirona (XRAY)
While XRAY’s fundamentals remain weak, the growth expectations implied by its valuation have become less unrealistic after the large price decline.
Kyle Guske II
Position Close Update: Briggs & Stratton Corp (BGG)
While BGG’s fundamentals remain weak, the growth expectations implied by its valuation have become less optimistic.
Kyle Guske II
Bigger Is Not Always Better
Overpriced acquisitions to grow the topline have destroyed shareholder value and exposed this company to significant data security and privacy risks. These issues, combined...
Sam McBride
Podcast: Why Wall Street Spin 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: Sell Side’s Defense of Certain Underwriting Clients Reeks of Conflict.
Kyle Guske II
Sell Side’s Defense of Certain Underwriting Clients Reeks of Conflict
This week, we get two more high profile examples of greed for underwriting fees coloring Wall Street analysts’ coverage of previous Danger Zone picks.
Kyle Guske II
Podcast: Why Investors Trusting Wall Street Are 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: Investors Who Trust Wall Street.
Kyle Guske II
Danger Zone: Investors Who Trust Wall Street
It’s no secret that Wall Street research is conflicted due to the hundreds of millions of dollars it earns from underwriting debt and stock offerings.
Kyle Guske II
Podcast: Why the AI Powered Equity ETF 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: AI Powered Equity ETF (AIEQ).
Kyle Guske II
Don’t Believe the Hype About this “AI Powered” ETF
This ETF’s label capitalizes on the growing interest in Artificial Intelligence by a portfolio selected by AI, but its holdings show little differentiation from the market,...
Sam McBride
Podcast: Why GoDaddy 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: GoDaddy Inc. (GDDY).
Kyle Guske II