3 Long Ideas: Misleading Earnings Create Hidden Gems
Falling GAAP net income, rising economic earnings, and undervalued stock prices.
Dropbox (DBX): The Biggest Tech IPO Since SNAP
Should investors be wary of Dropbox’s soaring valuation?
Safest Dividend Yields: Model Portfolio Update
15 new stocks make this month’s portfolio.
Focus List Stocks – Long: Model Portfolio Update
We’ve removed one stock from this model portfolio (for Pro and higher members).
Filing Season Finds: Mar 12-17
4,701 forensic accounting adjustments with a value of $1.3 trillion. See the red flags we found in this energy company’s 10-K.
Position Update: Skechers USA (SKX)
New information requires an update to our call.
Featured Stocks in Exec Comp Aligned with ROIC Model Portfolio
Get a free look at one of the stocks in this month’s model portfolio.
Harvard Business School Features our Robo-Analyst Technology
Harvard highlights the revolutionary impact of our research automation technology.
Upcoming Research
- New Danger Zone Pick: 3/26/18
- New Long Idea: 3/28/18
- Dividend Growth Stocks: Model Portfolio Update: 3/28/18
- Most Attractive/Most Dangerous: Model Portfolio Update: 4/4/18
Coverage Updates
- 133:10-Qs parsed since Mar 1.
- 978:10-Ks parsed since Mar 1.
- 174: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.
Danger Zone Podcast: Why this Tech IPO is in the Danger Zone
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about this IPO and the firm’s competitive landscape in this week’s Danger Zone segment.