Way Further to Fall
The “COVID bump” is finished.
Don’t Join This Team
Negative margins & ROIC with high expectations.
No One to Pay the Bill
This “growth story” is running out of cash.
Exec Comp Aligned with ROIC: Model Portfolio Update
Three new stocks make this month’s Model Portfolio.
Zombie Stock #23: Access Denied
Two months left to live.
Model Portfolio Performance Through 3Q22
See the performance of our Model Portfolios through the most recent quarter.
Why You Should Avoid Mutual Funds In the Danger Zone
Heeding these mutual fund warnings saved clients $.
Why You Should Avoid ETFs in the Danger Zone
Avoiding ETFs in the Danger Zone protects your portfolio.
Danger Zone Podcast: 11/7/22: Sell This Dead Cat Bounce
Sell into the recent price spike.
Upcoming Research
- New Danger Zone Pick: 11/21/22
- New Long Idea: 11/23/22
- Safest Dividend Yields: Model Portfolio Update: 11/22/22
- Dividend Growth Stocks: Model Portfolio Update: 11/30/22
Coverage Updates
- 1,760: 10-Qs parsed since Nov 1.
- 31: 10-Ks parsed since Nov 1.
- 85: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.
- 1: IPO added to coverage universe over the last 3 months.