Ranked #1 in September on SumZero
We are the top-ranked stock picker in two categories – again.
Core Earnings Rose in 10 All Cap Index Sectors Thru 2Q21
The Basic Materials sector has the most overstated growth in GAAP earnings for 2Q21.
Most Attractive Stocks: Model Portfolio Update
16 new stocks make this month’s Model Portfolio.
Most Dangerous Stocks: Model Portfolio Update
13 new stocks make this month’s Model Portfolio.
ROIC Improved in 10 All Cap Index Sectors Through 2Q21
The Technology sector had the biggest year-over-year change in ROIC.
Focus List Stocks – Long: Model Portfolio Update
See the latest update to this Model Portfolio.
2Q21 All Cap Index & Sector Trends
The trends in fundamentals for our All Cap Index and its sectors. Available to Pro-and-higher members.
Core Earnings Vs. GAAP Earnings
Free Cash Flow Yield
ROIC Vs. WACC
Price-to-Economic Book Value
Free: 2Q21 All Cap Index & Sector Trends
Abridged versions of our analysis of the fundamental trends for our All Cap Index and sectors.
Core Earnings Vs. GAAP Earnings
Free Cash Flow Yield
ROIC Vs. WACC
Price-to-Economic Book Value
Position Close Update: Western Union (WU)
Persistent headwinds are likely to challenge this business.
Position Close Update: 8×8 Inc. (EGHT)
It’s a good time to close this outperforming short.
Featured Stock in Dividend Growth Stocks Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Danger Zone Podcast: 8/23/21: Two Outperforming Danger Zone Picks
Our theses quickly materialized for these stocks.
Upcoming Research
- New Long Idea: 9/8/21
- Exec Comp Aligned with ROIC: Model Portfolio Update: 9/15/21
- Safest Dividend Yields: Model Portfolio Update: 9/23/21
Coverage Updates
- 2,024: 10-Qs parsed since Aug 1.
- 103: 10-Ks parsed since Aug 1.
- 97: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.
- 9: IPOs added to coverage universe over the last 3 months.