Three Stocks We Love After Earnings
These industry leaders are taking market share.
The Real Earnings Season Starts Now
Rigorous analysis of filings helps overcome the flaws in GAAP net income.
Dividend Growth Stocks: Model Portfolio Update
21 new stocks make this month’s Model Portfolio.
Why Reliable Research Is Critical: Bio-Rad's Non-Operating Income
Unusual income could limit this firm’s ability to obtain future financing.
Featured Stock in Safest Dividend Yields Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Danger Zone Podcast: 2/16/21: A Micro-Bubble in the Food Industry
The difference in expectations between the cash burner and the cash earner is too extreme.
Upcoming Research
- New Danger Zone: 3/1/21
- New Long Idea: 3/3/21
- Most Attractive/Most Dangerous: Model Portfolio Update: 3/3/21
- Exec Comp Aligned with ROIC: Model Portfolio Update: 3/12/21
Coverage Updates
- 275: 10-Qs parsed since Feb 1.
- 890: 10-Ks parsed since Feb 1.
- 61: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.
- 10: IPOs added to coverage universe over the last 3 months.