New Service: Sector & Subsector Ratings & Analyst Commentary

We now provide Sector and Subsector ratings to our Unlimited and Institutional members. Clients access these ratings by clicking the Ratings tab and, then, clicking on “Sectors”.

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New Service: Filings Calendar for 10-Ks & 10-Qs

Get the latest on when and if companies have filed their 10-Ks or 10-Qs within the last two weeks or the next two weeks. Track the status of our analysis of the filings as well. It’s all on our home page.

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New Feature: Dividend Yield for ETFs

We now provide the Dividend Yield for ETFs. Clients can view this important metric in the following locations

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New Feature: Ratings Expansion in the Stock, Mutual Fund & ETF Screeners

Unlimited and Institutional clients can now view ratings details directly from the Stock and ETF/Mutual Fund Screeners just as they can on the My Portfolio and Ratings pages.

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New Feature: Get Details for Stocks in Model Portfolios

Unlimited & Institutional clients can now view the ratings and adjustments details for all tickers in Model Portfolios

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New Feature: More Details for ETF Ratings

Clients can now view the “Investment Recommendation Summary” and the “Rating History” for all ETFs under coverage.

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Dividend Yield: Explanation & Calculation

The Dividend Yield represents how much a firm pays in annualized dividends relative to its current share price.

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Extending Our Diligence to Dividends

We have extended the unrivaled level of diligence that our Robo-Analyst technology provides on earnings quality to our analysis of dividend data.

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Update Your Email Preferences More Easily On the Dashboard

You can now update your email preferences from the Dashboard page.

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Changing the Names, But Not the Meaning, of Ratings

In response to feedback, we are making two changes to the names of our ratings. These changes in language have no impact on our underlying stock or ETF & mutual fund rating methodologies.

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Enhanced Auditability of Valuation Models

We’ve enhanced our marked-up filings service, provided for all of our company valuation models. 

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Continue Your Research While Adding Tickers to Your Portfolio

We’ve improved the functionality of our Screeners and My Portfolio page.

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New Data Points For Clients

The following is a list of new data points in our Dynamic Data Screener and company models.

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Expanding Our Research Capabilities: Inactive Company Historical Models Now Available

We’ve added inactive tickers to our coverage universe. The inclusion of inactive tickers in our research offerings gives clients more insight into more companies.

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3-Year Average Return on Invested Capital: Explanation & Examples

3-year average return on invested capital (seen in Figure 1) provides additional insights into a firm’s track record of prudent capital management.

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Return on Gross Invested Capital (ROGIC): Explanation & Examples

Return on gross invested capital (ROGIC) (seen in Figure 1) provides additional insights into the profitability of highly-capital intensive businesses.

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More Transparency For More Trust

We’ve added additional transparency to our company models so clients can more easily trace data and calculations to their sources in the original financial filings.

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New Features & Enhancements

We’re constantly looking for ways to improve our research offerings and make using/accessing our research as easy as possible. To that end, we’ve made many improvements throughout 2017.

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GAAP-Based Return on Invested Capital: Explanation & Examples

GAAP-based ROIC is based on a simplified after-tax profit (NOPAT) and invested capital that can easily be calculated using only the income statement and balance sheet.

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Top Firms Rely On Us to Fulfill Fiduciary Duty of Care

Many of the top firms in the world rely on our research to fulfill the fiduciary duty of care.

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