Long Idea: Hidden Value in the Industrials Sector
This focused ETF is poised to outperform based on its holdings quality and favorable industry backdrop.
Soaring IPO Valuation Creates Downside Risk
Our pre-IPO report stated Redfin was no Snapchat or Blue Apron. However, after climbing 40% on its first trading day, the downside risks should now be in focus.
Activist Investors Can Create Value for ROIC Laggards
Nelson Peltz is stalking his biggest target yet in Procter & Gamble. Getting the firm to focus on ROIC could unlock significant shareholder value.
Markets Deserve Clarification on the Duty of Care
Many industry participants are still unsure about how to fulfill the Duty of Care. The SEC and DoL should work together to bring clarity. Featured on Wealthmanagement.com.
Dividend Growth Stocks: Model Portfolio Update
Five new stocks make this month’s portfolio, which identifies the best of the best dividend growth stocks.
New Stocks on Safest Dividend Yields: Model Portfolio Update
Get a free look at one of the new stocks on this month’s model portfolio.
Model Portfolio Outperformance
See the performance of our model portfolios through 2Q17.
Extending Our Diligence to Dividends
We have extended the unrivaled level of diligence that our Robo-Analyst provides on earnings quality to our analysis of dividend data.
3Q17 Style Ratings for ETFs & Mutual Funds
See where each style ranks for the third quarter of 2017.
All Cap Blend Style
See the best and worst rated ETFs and mutual funds.
All Cap Growth Style
See the best and worst rated ETFs and mutual funds.
All Cap Value Style
See the best and worst rated ETFs and mutual funds.
Large Cap Blend Style
See the best and worst rated ETFs and mutual funds.
Large Cap Growth Style
See the best and worst rated ETFs and mutual funds.
Large Cap Value Style
See the best and worst rated ETFs and mutual funds.
Mid Cap Blend Style
See the best and worst rated ETFs and mutual funds.
Mid Cap Growth Style
See the best and worst rated ETFs and mutual funds.
Mid Cap Value Style
See the best and worst rated ETFs and mutual funds.
Small Cap Blend Style
See the best and worst rated ETFs and mutual funds.
Small Cap Growth Style
See the best and worst rated ETFs and mutual funds.
Small Cap Value Style
See the best and worst rated ETFs and mutual funds.
Upcoming Research
- Most Attractive/Most Dangerous: Model Portfolio Update: 8/3/17
- Exec Comp Aligned With ROIC: Model Portfolio Update: 8/16/17
Coverage Updates
- 343:10-Qs parsed since July 1.
- 60:10-Ks parsed since July 1.
- 133: stocks & mutual funds added to coverage universe over the last 3 months.
Danger Zone Podcast: Undervalued Tech Based Industry
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about why investors should take note of this tech industry.
Danger Zone Podcast: Avoid This Overvalued IPO
CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about the IPO in the Danger Zone pick this past week.