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Long Ideas

June 25, 20131Comments

McDonald’s Is Still on the Value Menu

The stock market is giving MCD no credit for the company’s proven track record of value creation and strong growth potential. Instead, the market predicts MCD’s profits will permanently drop. I think it is pretty clear the market’s expectations are too low for MCD. Investors should take advantage.
by David Trainer, Founder & CEO
June 11, 20130Comments

More Upside From Western Digital (WDC)

WDC is more profitable than ever and remains significantly undervalued. The no-growth value of this business is over $100/share.
by David Trainer, Founder & CEO
June 4, 20132Comments

Wal-Mart: Still Offering Great Value

Wal-Mart’s stock has done well since we first opened a position in June 2011, but it is still significantly undervalued.
by David Trainer, Founder & CEO
New Constructs
May 16, 20130Comments

Footnotes Diligence Drives CSCO Pick

If you bought Cisco Systems Inc (CSCO) last August when I recommended it to investors, or when I recommended it again in January, or any time between May 10, 2012 and now when the stock has had my Very Attractive rating, then today has been a good day for you.
by David Trainer, Founder & CEO
May 16, 20130Comments

Buy Accenture (ACN): Profiting Off Others’ Innovations

No matter what time range I review, Accenture’s history attests to the quality of its management and business model.
by David Trainer, Founder & CEO
New Constructs
May 15, 20130Comments

CNBC Live Interview: Why AAPL Is Worth $240

My interview on CNBC this morning discussing my analysis of Apple Inc. (AAPL) can be seen here.
by David Trainer, Founder & CEO
New Constructs
April 30, 20130Comments

Buy CAT: A Global Leader Trading at a 3rd-World Discount

Investors should pay little mind to recent short-term trends such as falling EPS, estimates and stock price and focus on the strong long-term fundamentals of this business.
by David Trainer, Founder & CEO
New Constructs
April 23, 20130Comments

CAT Is a Great Value

Investors should pay little mind to recent short-term trends such as falling EPS, estimates and stock price and focus on the strong long-term fundamentals of this business.
by David Trainer, Founder & CEO
April 9, 20131Comments

Buy Oracle And Capitalize On Big Data Discount

Take advantage of the cloud and the fact that ORCL is the cheapest it has been in 14 years.
by David Trainer, Founder & CEO
March 4, 20130Comments

Top Stock Picks: 2012 in Review

Everyone wants diligence. The problem is that diligence is expensive. I make diligence cost-effective. See how my research paid off for clients last year.
by David Trainer, Founder & CEO
December 11, 20120Comments

Coach Has Great Management Skills

by David Trainer, Founder & CEO
December 4, 20120Comments

The Cloud Is Good For Western Digital

Contrary to public opinion, the long-term implications of cloud computing on the storage and computing businesses are very positive. Western Digital (WDC) is highly undervalued at anything below $70/share as this company stands to benefit more from cloud computing than it will suffer.
by David Trainer, Founder & CEO
November 27, 20120Comments

Tune Into Viacom’s Stock

As one of the largest media companies in the world, Viacom’s (VIAB) distribution and reach puts the company in a very strong competitive position.
by David Trainer, Founder & CEO
November 13, 20120Comments

Time To Dig In To McDonalds (MCD)

When McDonalds (MCD) made my Most Attractive Stocks list this month, I must admit I let out a small cheer. This company is one of the better-run businesses in the world. I have long eyed the stock in hopes that it would get cheap enough to dig into and now it has.
by David Trainer, Founder & CEO
August 28, 20120Comments

A Value Investor’s Classic: Phillip Morris (PM)

My last recommendation was new to the value-investing club (see Buy CSCO: A Treat For Value Investors). This week, I bring back a classic value stock: Phillip Morris (PM).
by David Trainer, Founder & CEO
New Constructs
August 14, 20120Comments

Free report for Ask Matt, Exxon Mobil (XOM) – Very Attractive Rating

Exxon was my Stock Pick of the Week last week. Here is an excerpt from my article: "Buying Exxon Mobil (XOM) now is one of the easiest calls in the market these days..."
by David Trainer, Founder & CEO
August 14, 20122Comments

Buy CSCO: A Treat For Value Investors

Seldom do value investors get a chance to have their cake and eat it too. And that is exactly what we have with Cisco (CSCO) stock.
by David Trainer, Founder & CEO
August 7, 20121Comments

Slow & Steady Wins The Race: Buy XOM

Sometimes, picking stocks is easy if you focus on the basic principles of cash flows, valuation and competitive advantage.
by David Trainer, Founder & CEO
New Constructs
August 6, 20120Comments

Risk Gets Lighter, Opportunity Gets Bigger for Weight Watchers

One of the best “win-win” combinations in today’s world is Weight Watcher International’s (WTW) stock.
by David Trainer, Founder & CEO
July 31, 20120Comments

Make Money By Losing Weight: Buy WTW

One of the best “win-win” combinations in today’s world is Weight Watcher International’s (WTW) stock.
by David Trainer, Founder & CEO
« Older Articles Newer Articles »

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  • – John B. Sanfilippo & Son (JBSS) – 5 reports
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  • – Zendesk (ZEN) – 5 reports
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  • – Caterpillar (CAT) – 4 reports
  • – TrueCar (TRUE) – 4 reports
  • – Simon Property Group (SPG) – 4 reports
  • – Thor Industries (THO) – 4 reports
  • – Box, Inc. (BOX) – 4 reports
  • – Pinterest (PINS) – 4 reports
  • – Shopify (SHOP) – 4 reports
  • – MasTec Inc. (MTZ) – 4 reports
  • – AMC Entertainment (AMC) – 4 reports
  • – Eventbrite (EB) – 4 reports
  • – Cummins (CMI) – 4 reports
  • – Equinix (EQIX) – 3 reports

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