February 20, 20193Comments

Three Outperforming Stocks That Look Better than Ever

Among the very first firms to file 2018 10-Ks are three companies we’ve previously featured as Long Ideas that we like even more after reviewing their latest 10-Ks.

by Sam McBride

February 13, 20193Comments

Too Many Positive Catalysts to Count for This Media Giant

The expected completion of an acquisition, along with other catalysts, should provide further upward momentum for this stock in 2019.

by Sam McBride

February 6, 20190Comments

Avoid Value Traps with This Deep Value ETF

This ETF’s methodology is worthy of more investors’ attention because it uses ROIC and FCF to find quality companies that are significantly undervalued.

by Kyle Guske II, Senior Investment Analyst, MBA

January 30, 20192Comments

2019 Should Be a Bounce Back Year for This Food Processor

All signs point to 2019 being a bounce back year for this stock, which is why we are reiterating it as a Long Idea despite its Unattractive rating.

by Sam McBride

January 23, 20190Comments

Market Is Missing the Growth Potential For this Tech Leader

This iPhone supplier has other high-growing business lines, new potential customers and uses for its products, and it just completed a quality acquisition.

by Sam McBride

January 16, 20190Comments

Long Idea Highlights From 2018

We’re taking some victory laps and looking at our picks that outperformed in a down market last year.

by Sam McBride

January 9, 20190Comments

Long Idea Lowlights From 2018

We’re going to examine some of our worst-performing calls from 2018 and determine which picks were bona fide mistakes and which only offer more upside.

by Sam McBride

December 19, 20180Comments

This Industry Leader Remains Undervalued

This stock looks expensive by traditional metrics, but our cash flow adjustments reveal that it’s still cheap.

by Sam McBride

December 12, 20180Comments

Three Safe Stocks for a Bear Market

These companies provide a margin of safety during downturns and can still deliver strong performance in a bull market.

by Kyle Guske II, Senior Investment Analyst, MBA

December 5, 20180Comments

A Bear Market Could Bring Gifts for Value Investors

We’re highlighting three stocks that aren’t necessarily great buys now, but could be if a market correction knocks their prices down.

by Kyle Guske II, Senior Investment Analyst, MBA

November 28, 20180Comments

GM’s Governance Drives Restructuring That Creates Value

This announcement shows why corporate governance – the “G” in ESG – is the most important, yet overlooked, element of sustainability.

by Sam McBride

November 20, 20180Comments

Position Close Update: John B. Sanfilippo & Son, Inc. (JBSS)

These two issues raise enough questions that we no longer have confidence in the long-term competitive advantage of the business.

by Sam McBride

November 14, 20180Comments

Keep on Trucking with This Undervalued Stock

This company benefits from an unprecedented surge in freight demand, an economic story that has received relatively little attention due to the focus on tax cuts and tariffs that have dominated 2018.

by Sam McBride

November 7, 20180Comments

Using ROIC To Find Safe Stocks in a Dangerous Market

We leveraged Robo-Analyst technology to scour the market to find five companies with strong cash flows, high returns on invested capital, and, best of all, undervalued stock prices.

by Kyle Guske II, Senior Investment Analyst, MBA

October 31, 20180Comments

Holdings-Based Diligence Reveals a Dividend Champion

We think increased appreciation for holdings quality research will make the market more efficient by pushing capital towards funds like this one that holds highly profitable and undervalued stocks.

by Sam McBride

October 24, 20180Comments

It’s Not Too Late to Get This Franchisor at a Discount

Shares have fallen from their mid-September highs, which makes now a great time to buy this high-quality company at a discounted price.

by Kyle Guske II, Senior Investment Analyst, MBA

October 17, 20180Comments

Buy This Healthcare Giant on an Acquisition Catalyst

This firm has shown an ability to create value through acquisitions in its past, and we expect it to succeed with its upcoming acquisition as well.

by Sam McBride

October 15, 20180Comments

Position Close Update: Cisco Systems (CSCO)

Even though we still like the long-term outlook for CSCO’s business, the stock no longer presents the quality risk/reward it once did.

by Sam McBride

October 12, 20180Comments

This Fund Looks Beyond Accounting Earnings to Find Value

Occasionally, we come across a fund whose managers diligently leverage ROIC in their investment strategy. This week we are featuring one such fund - MOPRX.

by Kyle Guske II, Senior Investment Analyst, MBA

October 3, 20180Comments

Cutting Through the Noise to Find a Retail Gem

Those willing to do real fundamental research can find companies creating real shareholder value amidst a glut of overvalued and/or poorly run firms.

by Kyle Guske II, Senior Investment Analyst, MBA

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