This Industrials Mutual Fund Earns Its Fees


In eight of past nine quarters, the Industrials sector has ranked within the top three in our Sector Rankings for ETFs and Mutual Funds. Within the sector, we have identified a particularly attractive fund that traditional fund research overlooks.

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This Media Giant Should Continue Its Dominance in 2017


Warren Buffet’s advice to “be fearful when others are greedy, and be greedy when others are fearful,” presents an interesting conundrum

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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

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Stock Faceoff: Giants of Retail


On the back of a strong holiday season, retailers are back in the spotlight. To start out the new year, we want to take the time to circle back to two of our previous long ideas on some of the giants in the retail industry.

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Long Idea: Don’t Throw The Baby Out With the Bathwater

With a track record of profit growth, and a cheap valuation, this week’s Long Idea is also new to December’s Most Attractive Stocks Model Portfolio.

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Long Idea: Royce Special Equity Fund


Despite Small Cap Value receiving a Dangerous rating in our 4Q16 Investment Style Ratings, and containing many Dangerous-or-worse rated funds, there is one fund in particular that breaks the mold and is worthy of a second look.

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The Best Acquisition We’ve Seen in 2016


While we’ve taken issue with many of the large acquisitions in 2016, this deal not only passes the economics test, but also creates a combined firm with a strategic focus on the future.

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Long Idea: National Research Corp (NRCIB)


This week’s long idea flips the script. Not only does this company provide significant insights into the healthcare service industry, it has done so profitability for over a decade.

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Long Idea Update: Thor Industries (THO)

Long Idea, Thor Industries (THO), up 30% since publish date, has been downgraded from Attractive to Neutral.

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Long Idea: Amerisafe (AMSF)


Impressive profit growth, prudent underwriting, and an undervalued share price have earned Amerisafe (AMSF: $61/share) a spot on September’s Most Attractive Stocks list and make it this week’s Long Idea.

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Long Idea: Williams-Sonoma (WSM)


With a strong and growing e-commerce presence, history of profit growth, and an undervalued share price, Williams-Sonoma (WSM) is this week’s Long Idea.

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Long Idea: Ply Gem Holdings (PGEM)


With strong profit growth, an impressive return on invested capital (ROIC), and an undervalued stock, Ply Gem Holdings (PGEM) is this week’s Long Idea.

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Skechers Update: Don’t Overreact To One Quarter


Shares of Skechers (SKX) plummeted over 20% last week. We think the markets are overreacting to a limited data set. Not only do quarterly results tend to be volatile, one three-month reporting period is rarely enough to establish a clear trend.

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LUV Earnings: Market Overreaction Creates Buying Opportunity


After announcing 2Q16 earnings, LUV fell nearly 12%, as investors seemed to care more about Southwest’s ability to hit analyst expectations, which have inherent flaws, and less about the company’s record profits.

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Long Idea: Lear Corp (LEA)


Impressive profit growth and a valuation well below peers helped land Lear Corp on July’s Most Attractive Stocks list. Even better, aligning executive compensation with return on invested capital earns the stock a spot on July’s Linking Exec Comp to ROIC Model Portfolio.

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Long Idea: Southwest Airlines (LUV)


With a long history of industry-leading profits, improving ROIC, and an attractive valuation, Southwest Airlines (LUV) is on July’s Most Attractive Stocks list and is this week’s Long Idea.

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Top Two Long Ideas


CEO David Trainer appeared on CNBC’s Closing Bell on July 11, 2016 to discuss high quality investment opportunities in the current market

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Long Idea: Thor Industries (THO)


This week’s Long Idea, Thor Industries (THO), has expanded through quality acquisitions, yet remains undervalued by the market at large. With a history of profit growth and beneficial trends in the recreational vehicle industry, Thor Industries makes an excellent addition to one’s portfolio.

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Long Idea: Nuveen Concentrated Core Fund (NCAFX)


This week’s Long Idea, Nuveen Concentrated Core Fund (NCAFX) justifies its fees through significantly better stock selection. In fact, NCAFX allocates heavily to stocks on June’s Most Attractive Stocks list.

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Long Idea: Sally Beauty Holdings (SBH)


Sally Beauty operates in an industry that tends to be recession-proof. What’s more, its cheap valuation and recent changes to executive compensation position the stock to outperform in the long term.

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