Get a free peek at stocks added to this model portfolio, which has out performed (+23%) the S&P 500 (+9%) since inception.
We had a very good year. Here’s a list of key accomplishments for 2016.
See our op/ed (featured on the front pages of MarketWatch & wealthmanagement.com).
The red flags we found in the footnotes for this company give us pause.
Check Your E-Mail Tuesday For A Holiday Special Offer!
Last month (as for 6 of the last 7), this model portfolio (+8.1%) outperformed the S&P 500 (+3.3%). Since inception, this model portfolio is up 23% while the S&P 500 is up 9%.
Platinum members and higher can access this month’s model portfolio as of 12/16/16, which is up 8.1% while the S&P is up 5.2% – since inception.
We improved our cost of capital (WACC) calculations for the 5,000+ models we manage for clients.
This week’s Danger Zone is up 43% on the shoulders of the “Trump Rally,” but the economics of this business cannot justify this stock’s valuation.
We created three new web pages to provide greater insight into our research.
To make our research as easy to use as possible, we enhanced the display of our Suspended Ratings and Analyst Notes.
- 153:Stocks & mutual funds added to coverage over the last 3 months
- 104: 10-Ks parsed since Dec 1.
- 327: 10-Qs parsed since Dec 1.
CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch to talk about our Danger Zone pick this past week.