Category Archives: Past Performance Tracking
Fatten Your Nest Egg with Sanderson Farms
The stock’s of chicken producers have been on a tear this year. We selected Sanderson Farms (SAFM) and Pilgrim’s Pride (PPC) as Long Ideas in mid-2015, but we are honing in our focus on SAFM as the best way to play growing chicken demand.
Closing Danger Zone Pick: VirnetX Holding Corp (VHC)
While business prospects still hinge upon patent infringement rulings, the significantly lower valuation no longer presents the unbalanced risk/reward it once did.
Closing Danger Zone Pick: Verifone Systems (PAY)
While fundamental issues remain, such as a bottom-quintile ROIC and a challenging competitive landscape, we are inclined to take profits.
Closing Danger Zone Pick: Shutterstock (SSTK)
The significant reduction in stock price and embedded market expectations diminishes the downside risk and we are closing the position.
Closing Danger Zone Pick: Celadon Group (CGI)
The significant reduction in stock price and embedded market expectations diminishes the downside risk and we are closing the position.
Model Portfolio Outperformance Through 2Q17
Our model portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios through 2Q17.
Closing Danger Zone Pick: Zoe’s Kitchen (ZOES) After 43% Gain
We think the downside risk in Zoe’s Kitchen (ZOES) is diminished and are closing this position.
Position Update: Long Idea and Danger Zone Research
We provide a synopsis on the current state of all Long Idea and Danger Zone research published to date.
Model Portfolio Outperformance Through 1Q17
Our model portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios through 1Q17.
Our Model Portfolios Outperform & Protect Investors In 2016
Through 2016, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes and helped protect from blowups.
Top Stocks & Model Portfolios From 2016
Our Long Idea reports aim to identify those firms that the market has overlooked and that when analyzed beyond standard metrics, are significantly undervalued. In addition to individual Long Ideas, we provide Model Portfolios that provide well-screened lists of companies based on specific criteria
Danger Zone: Highlights & Lowlights of 2016
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 and, at times, the stock continues garnering investor interest and only grows more overvalued.
Proof Is In Performance Through 3Q16
Through 3Q16, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes and helped protect from blowups.
Proof Is In Performance Through 2Q16
Especially when it came to short strategies through 2Q16, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes and helped protect from blowups.
New Constructs Strategies Outperform In 1Q16
Especially when it came to long strategies through 1Q16, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes for our subscribers.
Our Strategies Outperform & Protect Portfolios In 2015
Especially when it came to long/short strategies through 2015, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes for our subscribers.
New Constructs Strategies Outperform Again in 3Q15
Especially when it came to long/short strategies through 3Q15, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes for our subscribers
We Can’t Let Carl Icahn Take All The Credit
Long before Carl Icahn piped up, we have pointed to many overvalued stocks with misleading earnings. See the Danger Zone section of our site for more warnings.
New Constructs Strategies Outperform in 2Q15
Especially when it came to long/short strategies through 2Q15, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes for our subscribers
New Constructs Strategies Outperform in 1Q15
Especially when it came to small caps and shorts in in the first quarter of 2015, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes for our subscribers.