Moat Magic
The best moats aren’t used to keep consumers out. They bring them back, again and again.
Top Picks in the Financial Sector
“Super twin powers activate.” These businesses enjoy more tailwinds than most investors realize.
Most Attractive Stocks: Model Portfolio Update
16 new stocks make this month’s Model Portfolio.
Most Dangerous Stocks: Model Portfolio Update
18 new stocks make this month’s Model Portfolio.
Training Video Library on YouTube
Webinar replays, DCF case studies and “Value In 60 Seconds” video shorts.
Live Podcast on September 8th
Join us at 12pmET for an AMA and lively discussion.
NC 2000 & Sector Trends
Updated trends in the NC 2000 and its sectors based on the latest 10-Qs. Available to Professional and Institutional members.
NC 2000 & Sector Trends
Free, abridged versions of the reports above.
#1-Ranked SumZero Stock Picker for September
We rank #1 All-Time, Long, Short, Value, and in seven other categories.
Featured Stock in Dividend Growth Stocks Model Portfolio
Get a free look at one of the stocks in this month’s Model Portfolio.
“Operating” Earnings Growth is Misleading
S&P’s measure of earnings runs counter to Core Earnings.
Updates on Sector & Industry Fundamentals – 2Q23
See the latest cash flow, earnings, and ROIC trends for all sectors and the market.
Danger Zone Podcast 8/28/23: Expired Meat
2Q earnings solidify this Zombie stock’s status.
Upcoming Research
- New Danger Zone: 9/11/23
- New Long Idea: 9/13/23
- Exec Comp Aligned With ROIC: Model Portfolio Update: 9/14/23
- Safest Dividend Yields: Model Portfolio Update: 9/21/23
- Q&A with our experts and other members of our Society of Intelligent Investors. Request an invite here.
Coverage Updates
- 131: 10-Qs parsed in September.
- 21: 10-Ks parsed in September.
- 338 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.