Burned By Poor Holdings
Why pay extra for a fund that holds bad stocks?
S&P 500 Companies with Most Overstated Street Earnings
Five companies whose profits aren’t what they seem.
Safest Dividend Yields: Model Portfolio Update
Eleven new stocks make this month’s Model Portfolio.
S&P 500 & Sector Trends
Updated trends in the S&P 500 and its sectors based on the latest 10-Qs & 10-Ks.
Available to Professional and Institutional members.
Core Earnings Vs. GAAP Earnings
ROIC Vs. WACC
Free Cash Flow Yield
Price-to-Economic Book Value
Free: S&P 500 & Sector Trends
Free, abridged versions of the reports above.
Core Earnings Vs. GAAP Earnings
ROIC Vs. WACC
Free Cash Flow Yield
Price-to-Economic Book Value
Updating Our Minority Interest Calculation
We’ve updated our Company Models to better handle the impact of Accounting Standards Update 2016-01.
Featured Stock in Exec Comp Aligned with ROIC Model Portfolio
Get a free look at one of the stocks in this month’s Model Portfolio.
Danger Zone Podcast 3/13/23: Zombie Stock #31
This restaurant stock could go to $0.
Upcoming Research
- New Danger Zone pick: 3/27/23
- New Long Idea: 3/29/23
- Dividend Growth Stocks: Model Portfolio Update: 3/29/23
- Most Attractive/Most Dangerous: Model Portfolios Update: 4/5/23
Coverage Updates
- 320: 10-Qs parsed since Mar 1.
- 804: 10-Ks parsed since Mar 1.
- 109 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.