Don’t Sleep on This IPO
The cash flow expectations baked into this IPO are reasonable.
The Most Ridiculous IPO of 2020
Don’t bail out private equity investors. This firm has no path to profitability.
Dividend Growth Stocks: Model Portfolio Update
11 new stocks make this month’s Model Portfolio.
Black Friday savings are here! Check your email for special discounts!
Featured Stock in Safest Dividend Yields Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Position Close Update: KLA Corp (KLAC)
A successful Long Idea.
Position Close Update: Sanderson Farms (SAFM)
A successful Long Idea.
Danger Zone Podcast: 11/16/20: 18 Stocks Out of the Danger Zone
Why we closed multiple successful & unsuccessful Danger Zone picks.
Upcoming Research
- New Danger Zone: 11/30/20
- New Long Idea: 12/2/20
- Most Attractive/Most Dangerous: Model Portfolio Update: 12/3/20
- Exec Comp Aligned with ROIC: Model Portfolio Update: 12/16/20
Coverage Updates
- 1837: 10-Qs parsed since Nov 1.
- 90: 10-Ks parsed since Nov 1.
- 119: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.