A Sum of Its Parts
Market share gains and leading profitability continue to drive profit growth.
2022 Model Portfolio Performance
Our Model Portfolios help outperform in good and bad markets.
Exec Comp Aligned with ROIC: Model Portfolio Update
Three new stocks make this month’s Model Portfolio.
Closing Another Loophole
We’ve updated our models to ensure they capture all liabilities related to operating leases, both on and off-balance sheet.
#1-Ranked SumZero Stock Picker for February
We rank #1 All-Time, Long, Short, and in five other categories.
Danger Zone Podcast 2/6/23: Zombie Stock: Heading South
Ignore the dead cat bounce – this stock could go to $0.
Upcoming Research
- New Danger Zone: 2/20/23
- New Long Idea: 2/22/23
- Safest Dividend Yields: Model Portfolio Update: 2/23/23
- Dividend Growth Stocks: Model Portfolio Update: 2/28/23
Coverage Updates
- 309: 10-Qs parsed since Feb 1.
- 304: 10-Ks parsed since Feb 1.
- 113 stocks, ETFs & mutual funds added to coverage universe over the last 3 months.