Category Archives: ICYMI

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ICYMI: New Long Idea, Model Portfolio Updates, IBKR Webinar on Machine Learning, & a Very Unattractive Fund to Avoid

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ICYMI: New Long Idea, Tax Reform Losers, Truth for Humans & AI, 2 Barron’s Features & Model Portfolio Updates

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ICYMI: New Long Idea, Tax Reform Winners, New IBKR Webinar on Machine Learning, Model Portfolio Performance Update & Best and Worst ETFs & Mutual Funds

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ICYMI: New Long Idea, AI’s Big Data & Transparency Problems, Updated Model Portfolios & 1Q18 Style Fund Ratings

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ICYMI: New Long Idea, Earnings Illusions: Sector by Sector, Updated Model Portfolios, 1Q18 Style Fund Ratings & Best & Worst Long Ideas of 2017

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ICYMI: New Long Idea, The Truth about AI, One Sector’s Earnings Are Not An Illusion, Updated Model Portfolios, & 1Q18 Sector Ratings

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ICYMI: New Most Attractive & Most Dangerous Stocks, Featured Dividend Growth Stock & 1Q18 Sector Ratings

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ICYMI: New Long Idea, Top Sellside Firm Feature, The Early Gift for Advisors, Model Portfolio Updates & New Danger Zone Pick

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ICYMI: New Long Idea, Model Portfolio Updates & New Danger Zone Pick

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ICYMI: New Long Idea, Updated Model Portfolios & Success on Prior Long Idea Calls

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ICYMI: Questions for Morningstar, Black Friday Savings, Model Portfolio Updates, Don’t Fall for Accounting Tricks, & Keynote Speech at St. Louis CFA Society

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ICYMI: New Long Idea & Long Idea Updates, Keynote Speaker for St. Louis CFA Society, Proof Is in Performance of Model Portfolios

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ICYMI: New Long Idea, New Model Portfolios, Presenting at Upcoming Conferences, and Two Stocks with Downside Risk

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ICYMI: New Long Idea & New Focus Lists, The Downside to Morningstar’s Dominance, a Detailed Look at “Fiduciary” & Model Portfolio Performance Updates

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ICYMI: New Long Idea, ROIC Webinar Replay, Duty of Care Defined, Financial Times Feature, Model Portfolio Updates & Best & Worst Fund Analysis

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ICYMI: New Long Idea, 4Q17 Style Fund Ratings, Model Portfolio Updates & ROIC Webinar: Reserve Your Seat

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ICYMI: Long Idea Updates, 4Q17 Sector Ratings, New Long Idea, New ROIC Webinar, Model Portfolio Updates & CNBC Feature on Wal-Mart

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ICYMI: Financial Times Feature, What Fintech Revolution?, 4Q17 Sector Ratings, Netflix Unravelling, & Model Portfolio Updates

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ICYMI: E&Y Shows Our ROIC Is Best, New Long Idea, Barron’s Feature, Model Portfolio Updates & a New Danger Zone Warning

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ICYMI: E&Y Shows our ROIC Is Best, New Long Idea, Model Portfolio & Prior Long Idea Updates

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