ICYMI: Industrial Long Idea, IPO Danger Zone, Activist Investing Case Study, Model Portfolio Performance Updates & 3Q17 Style Rankings

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

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.

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