Another rough week for the market despite the positive Friday finish. Big names including Intel and Amazon rallied post earnings while Apple, Microsoft and Meta moved in the opposite direction.

Did you know we Suspended the stock and warned of the major risk in Super Micro Computer, Inc. (SMCI) back in August? We saw an article about accounting troubles and alerted clients on our website as well as those that attended our trainings with Prosperity Pub. For those that don’t know, SMCI was down over 30% this week after its Auditor resigned. Not good when that happens.

Note that we usually flag several companies every quarter for auditor warnings, e.g. “Weak Internal Controls”, during filing season, which is when companies file their 10-Qs with the SEC. We’ll be updating thousands of company models with the latest financial data from these calendar 3Q24 filings over the next few weeks. So, be on the look for timely warnings like SMCI. These days, you never know what you’re going to find in the footnotes!

Interested in a new, enhanced version of the S&P 500 index? Please meet the Bloomberg New Constructs 500 Index – click on the link to see how it performs compared to the original S&P 500 – you’ll be impressed. The same is true about the performance of the Bloomberg New Constructs Ratings VA-1 Index, and the Bloomberg New Constructs Core Earnings Leaders Index. Details, including factsheets and methodology, are linked here and below.

These indices leverage our superior fundamental data, which is made possible by our Robo-Analyst technology. Speaking of the Robo-Analyst, our CEO, David Trainer, recently did an interview at the Stansberry Research conference, in which he explains how our Robo-Analyst represents real AI and how it produces novel alpha.

Now, to this week’s published research.

This week’s Long Idea features a company that has been profitable across multiple decades while properly incentivizing executives to create real shareholder value.

On the Model Portfolio front, we published the latest Dividend Growth Stocks Model Portfolio and featured a stock in our Exec Comp Aligned with ROIC Model Portfolio

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

We hope you have a great weekend.

Long Idea: Superior Profits and Corporate Governance Worth A Premium

Members can read the latest Long Idea report.

Introducing Bloomberg New Constructs Indices

Bloomberg New Constructs Core Earnings Leaders Index

Bloomberg New Constructs Ratings VA-1 Index

Bloomberg New Constructs 500 Index

Dividend Growth Stocks Model Portfolio Update for October

Featured Stock in our Exec Comp Aligned with ROIC Model Portfolio

Danger Zone Podcast 10/21/24: Why This Mid Cap Mutual Fund is in the Danger Zone

Upcoming Research

Coverage Updates

  • 1,137: 10-Qs parsed since Oct 1.
  • 211: 10-Ks parsed since Oct 1.
  • 152 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.