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Long Ideas

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
June 20, 20180Comments

Beat Private Equity to the Punch on This Value Opportunity

This week, we’re highlighting another cheap retailer that was recently confirmed as a buyout target. This firm also has a high and sustainable dividend yield and upside potential even without an acquisition.
by Sam McBride
June 13, 20180Comments

Ahead of the Curve

This company is uniquely well-positioned to capitalize on the growth in this overlooked, niche market. However, the expectations baked into the stock price remain too low.
by Kyle Guske II, Senior Investment Analyst, MBA
June 6, 20180Comments

A Tale of Two Segments

The value that could be unlocked in a spin-off, and even the undervaluation of the combined firm, give this stock attractive risk/reward.
by Sam McBride
June 5, 20180Comments

Position Close Update June 2018: Cracker Barrel Old Country Store (CBRL)

A decline in fundamentals, along with an increasingly competitive industry, lead us to close this position and remove it from our Focus List – Long Model Portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
June 5, 20180Comments

SoftBank Investment Validates GM’s Self-Driving Superiority

General Motors remains undervalued, and this latest positive development leads us to add it to our Focus List – Long Model Portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
May 30, 20180Comments

This ETF Lives up to Its Name

Leveraging our Robo-Analyst technology, which analyzes the holdings of all 7,908 ETFs and mutual funds under coverage, we found this ETF with high quality holdings that should appeal to sophisticated value investors.
by Kyle Guske II, Senior Investment Analyst, MBA
May 23, 20180Comments

This Pick and Shovel Stock is Still a Value

Accounting results understate the impressive profit growth of this market leader.
by Sam McBride
May 17, 20180Comments

Position Close Update: National Research Corp (NRC)

While the firm’s fundamentals remain strong, its valuation no longer offers attractive risk/reward.
by Kyle Guske II, Senior Investment Analyst, MBA
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  • – MasTec Inc. (MTZ) – 4 reports
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  • – Cummins (CMI) – 4 reports
  • – Equinix (EQIX) – 3 reports

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