HBS & MIT Paper Features our “Novel Dataset”
Our technology helps investors make more money.
New Long Idea: This Stock Should Beat
The alpha-generating strategy from the HBS & MIT paper points to this stock with understated earnings missed by the market.
Safest Dividend Yields: Model Portfolio Update
Five new stocks make this month’s model portfolio.
Danger Zone: Why Pay High Fees for Bad Stocks
Avoid our worst rated fund out of 8000+ under coverage.
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.
Cheap Funds Dupe Investors 4Q19
Get the best of both worlds: cheap funds with high quality holdings.
4Q19 Style Ratings for ETFs and Mutual Funds
See where each style ranks for the fourth quarter of 2019.
All Cap Blend
All Cap Growth
All Cap Value
Large Cap Blend
Large Cap Growth
Large Cap Value
Mid Cap Blend
Mid Cap Growth
Mid Cap Value
Small Cap Blend
Small Cap Growth
Small Cap Value
4Q19 Style Ratings Recap
Read our analysis of each style for 4Q19.
The best ETFs & mutual funds in each sector & style in 4Q19.
How to Find the Best Sector ETFs
How to Find the Best Style ETFs
How to Find the Best Sector Mutual Funds
How to Find the Best Style Mutual Funds
Danger Zone Podcast: 10/14/19: Don't Trust Street Earnings
New research from Harvard Business School (HBS) and MIT Sloan shows popular measures of “core” earnings don't properly account for unusual items.
Upcoming Research
- New Danger Zone: 10/28/19
- New Long Idea: 10/30/19
- Dividend Growth Stocks: Model Portfolio Update: 10/30/19
- Most Attractive/Most Dangerous: Model Portfolio Update: 11/6/19
Coverage Updates
- 748: 10-Qs parsed since Oct 1.
- 153: 10-Ks parsed since Oct 1.
- 237: stocks, ETFS & mutual funds added to coverage universe over the last 3 months