January 25, 20211Comments

The Paradigm Shift to Self-Directed Portfolio Construction

Self-directed investors are no longer dependent on mutual fund managers or ETF providers to construct portfolios for them.

by Kyle Guske II

December 16, 20200Comments

7 Equity Ratings Impacted by Our Historical Cash Tax Rate Update

These seven stocks will see their ratings change as a result of this update.

by Kyle Guske II

December 15, 20200Comments

Where to Get Our Credit Ratings

Members can get our Credit Ratings on the Portfolios, Ratings, and Screeners pages.

by Kyle Guske II

December 15, 20200Comments

New Product: Credit Ratings & Research for 2,750+ Companies

All members can now access our Credit Ratings and research for all companies under coverage.

by Kyle Guske II

December 11, 20200Comments

Updating Historical Cash Tax Rates from 2017-2019

We discovered an opportunity to improve historical Cash Tax Rates to more accurately reflect the lower corporate tax rates realized after the 2017 Tax Cuts and Jobs Act.

by Kyle Guske II

November 12, 20200Comments

Presenting: Annual, Quarterly, and TTM Data in Our Models

We added display of quarterly and trailing-twelve month (TTM) data & analytics to the Financials and Metrics pages of our Company Valuation Models.

by Kyle Guske II

November 11, 20200Comments

New Feature: Create Your Own Fund

We’re excited to announce our “Create Fund” tool, which gives clients the ability to create a custom basket of stocks, ETFs and/or mutual funds.

by Kyle Guske II

October 30, 20200Comments

Model Enhancement: Compare Past & Implied Future Profits

Compare, in a single chart, the past performance of key metrics with the future performance implied by the stock price.

by Kyle Guske II

October 20, 20200Comments

Our Stock Coverage Spans 39 Countries

We want to share how many ADRs we cover so clients can see the full breadth of our current international coverage.

by Kyle Guske II

September 8, 20200Comments

Scheduled System Maintenance on Saturday 9/12 at 9am CT

We will be performing scheduled site maintenance at 9am CT on Saturday, September 12.

by Kyle Guske II

July 23, 20200Comments

Only Inactive Stocks Impacted by Our Operating Lease Obligation Discount Rate Update

Based on today’s models, no actively-traded stocks will be impacted by this update.

by Kyle Guske II

July 21, 20200Comments

Fixed Income Research for 5,000+ Companies

We’re excited to announce the addition of 19 Fixed Income metrics to our 5,000+ (active and inactive) Company Valuation Models.

by Kyle Guske II

June 30, 20200Comments

Updating the Operating Lease Obligation Discount Rate

We recently discovered an opportunity to improve the discount rate for capitalizing operating lease payments.

by Kyle Guske II

May 15, 20200Comments

Get Your API Key

Members can access our API directly or via our Excel Add-in. Learn how to access here.

by Kyle Guske II

May 15, 20200Comments

All Members Get our Excel Add-in

We’re excited to announce that all members get access to our Excel Add-in and API at no additional charge.

by Kyle Guske II

May 11, 20200Comments

Scheduled System Maintenance on Wednesday 5/13

Our website will be down for a short time on Wednesday, May 13, beginning at 12:01am CT.

by Kyle Guske II

May 5, 20200Comments

Model Enhancement: Improved Override Capabilities

We’re excited to announce enhancements to the Override capability in our Company Valuation Models.

by Kyle Guske II

April 14, 20200Comments

100% Operational Despite COVID Lockdowns

COVID-19 is not disrupting our data collection and research. Our Robo-Analyst is more effective than ever.

by David Trainer

April 3, 20200Comments

We’ve Updated our Privacy Policy

We want you to know we’re handling your personal information with great care and respect.

by David Trainer

March 24, 20202Comments

Free Upgrades for Members

We're giving free upgrades to Gold, Platinum & Pro Members to the next level of membership through April 30.

by David Trainer

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