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

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.