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.

Get the Best Fundamental Research

 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

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.

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