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

September 26, 20180Comments

Micro-Bubble Winners Part 2

We think these stocks will see a lot of capital flow to them when the second micro bubble bursts.

by Kyle Guske II, Senior Investment Analyst, MBA

September 19, 20180Comments

Poor Governance Makes These Companies Acquisition Targets

We’re highlighting two companies with poor corporate governance that would be better off selling themselves entirely.

by Sam McBride

September 12, 20180Comments

Buy This High-Yielding Stock with an Underrated Moat

Over its 150+ year history, this company has adapted to technological transformations, built up an impressive economic moat, and become a cash cow.

by Sam McBride

September 5, 20180Comments

Fund Managers Focused on the Right Metric

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

by Kyle Guske II, Senior Investment Analyst, MBA

August 24, 20180Comments

See Us on Real Vision TV Talking the Importance of ROIC

David Trainer sat down with Justine Underhill of Real Vision TV to talk about our recent Long Idea “CEO’s That Focus on ROIC Outperform.”

by Kyle Guske II, Senior Investment Analyst, MBA

August 23, 20180Comments

This Value-Add Reseller Creates Real Value

This tech firm has a long history of profit growth, prudent capital stewardship, an undervalued stock, and it’s business model creates more value than peers.

by Kyle Guske II, Senior Investment Analyst, MBA

August 16, 20180Comments

Micro-Bubble Winners

This report presents a list of long ideas for stocks that should rise when the micro-bubble stocks we listed in our last report fall.

by Sam McBride

August 15, 20180Comments

Position Close Update: Ross Stores Inc. (ROST)

The rise in valuation means ROST no longer stands out as an especially good value.

by Kyle Guske II, Senior Investment Analyst, MBA

August 8, 20180Comments

Pay for Performance Aligns Fund Managers with Investors

Leveraging our Robo-Analyst technology, we found a mutual fund that offers an attractive fee structure and allocates to high-quality stocks.

by Sam McBride

August 6, 20180Comments

Position Close Update: Synchrony Financial (SYF)

Even though SYF’s valuation remains cheap, its declining fundamentals and the risk of further contract losses make the risk too high to remain in the stock.

by Sam McBride

August 1, 20180Comments

CEO’s That Focus on ROIC Outperform

Greater emphasis on ROIC among executives should increase the efficiency of the capital markets and create opportunities for investors to benefit from improved corporate governance.

by Sam McBride

July 19, 20180Comments

Position Close Update: Carter’s Inc. (CRI)

The rise and valuation and the decline in fundamentals means CRI no longer stands out as an especially good value and we are closing this position.

by Sam McBride

July 18, 20180Comments

Benefit from a Strong Labor Market with This Stock

An economic tailwind, combined with a cheap valuation and high-quality corporate governance, make this staffing firm this week’s Long Idea.

by Sam McBride

July 11, 20180Comments

You Can Trust the Investment Process of These Managers

Leveraging our Robo-Analyst technology we found a mutual fund with managers that put their money where their mouth is when it comes to ROIC.

by Sam McBride

June 27, 20180Comments

Not Too Big, Not Too Small – This One is Just Right

There is one company that is capitalizing on this growing market and making a lot of money while doing so. Meanwhile, most investors do not understand its potential and have left the stock significantly undervalued.

by Kyle Guske II, Senior Investment Analyst, MBA

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