The market marched higher again this week as it notched its sixth straight positive week. It remains to be seen if companies can meet the optimism baked into stock prices as earnings season ramps up. With record highs, it is getting harder to find good companies with good valuations right now.

This week’s Long Idea features a rare opportunity that the market has failed to fully appreciate.

On the flip side, our Danger Zone report this week featured a company that firmly remains a Zombie Stock.

Our Best & Worst ETFs & Mutual Fund series of reports continues. We published the Style Ratings for 4Q24 this week, as well as, the best and worst ETFs and mutual funds for each sector and style.

On the Model Portfolio front, we updated our Exec Comp Aligned with ROIC Model Portfolio and featured two stocks, one from our Most Attractive Stocks Model Portfolio and one from our Most Dangerous Stocks Model Portfolio.

Links to all of our newly published research are below along with a preview for next week’s research.  

We hope you have a great weekend.

Long Idea: A Rare Good Stock in Today’s Expensive Market

Members can read the latest Long Idea report.

Danger Zone: Zombie Stock Status Affirmed

Members can read the latest Danger Zone report.

Style Rankings for 4Q24

Exec Comp Aligned with ROIC Model Portfolio Update for October

Featured Stock from October’s Most Attractive/Most Dangerous Model Portfolios

4Q24 Best and Worst ETFs & Mutual Funds by Sector

Basic Materials

Consumer Cyclicals

Consumer Non-cyclicals

Energy

Financials

Healthcare

Industrials

Real Estate

Technology

Telecom Services

Utilities

4Q24 Sector Ratings Recap

4Q24 Best and Worst ETFs & Mutual Funds by Sector

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

Danger Zone Podcast 10/8/24: Why This Stock is Leaving the Danger Zone

Upcoming Research

Coverage Updates

  • 374: 10-Qs parsed since Oct 1.
  • 150: 10-Ks parsed since Oct 1.
  • 143 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.