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
- New Danger Zone pick: 10/21/24
- New Long Idea: 10/23/24
- Safest Dividend Yields: Model Portfolio Update: 10/23/24
- Dividend Growth Stocks: Model Portfolio Update: 10/30/24
- Q&A with our experts and other members of our Society of Intelligent Investors. Join here.
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.