July 2, 20182Comments

Danger Zone: Investors Who Don’t Insist on Fiduciary Duties

Investors that don’t insist on a fiduciary level of service could find themselves pushed into flawed investments based on incomplete and conflicted research.

by Kyle Guske II, Senior Investment Analyst, MBA

June 28, 20180Comments

Podcast: Why Domo’s IPO 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: Domo Inc. (DOMO).

by Kyle Guske II, Senior Investment Analyst, MBA

June 25, 20180Comments

Danger Zone & Pre-IPO Coverage: Domo, Inc. (DOMO)

Despite the recent price drop, Domo still has highly optimistic growth expectations baked into its stock price. Investors should stay away from this IPO.

by Sam McBride

June 21, 20180Comments

See Us on CNBC Talking Netflix

Many in the market believe Netflix is unstoppable. With a focus on original content, can Netflix achieve the expectations baked into its stock price? Or will the costly content drive

by Sam McBride

June 21, 20180Comments

Podcast: Why Pension Discount Rates 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: Pension Accounting - Discount Rates.

by Kyle Guske II, Senior Investment Analyst, MBA

June 18, 20181Comments

Danger Zone: Pension Accounting – Discount Rates

This report focuses on how companies can use the discount rate to manipulate their reported benefit obligation.

by Sam McBride

June 14, 20180Comments

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).

by Kyle Guske II, Senior Investment Analyst, MBA

June 11, 20180Comments

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.

by Kyle Guske II, Senior Investment Analyst, MBA

June 7, 20180Comments

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.

by Kyle Guske II, Senior Investment Analyst, MBA

June 4, 20180Comments

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.

by Sam McBride

May 31, 20180Comments

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.

by Kyle Guske II, Senior Investment Analyst, MBA

May 24, 20180Comments

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.

by Kyle Guske II, Senior Investment Analyst, MBA

May 24, 20180Comments

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).

by Kyle Guske II, Senior Investment Analyst, MBA

May 21, 20180Comments

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 harmful to shareholders.

by Kyle Guske II, Senior Investment Analyst, MBA

May 17, 20182Comments

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).

by Kyle Guske II, Senior Investment Analyst, MBA

May 15, 20180Comments

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.

by Kyle Guske II, Senior Investment Analyst, MBA

May 15, 20180Comments

Position Close Update: Briggs & Stratton Corp (BGG)

While BGG’s fundamentals remain weak, the growth expectations implied by its valuation have become less optimistic.

by Kyle Guske II, Senior Investment Analyst, MBA

May 14, 20180Comments

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 with an overvalued stock raise red flags.

by Sam McBride

May 10, 20180Comments

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.

by Kyle Guske II, Senior Investment Analyst, MBA

May 7, 20181Comments

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.

by Kyle Guske II, Senior Investment Analyst, MBA

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