Long Idea: Holdings Matter for ETFs
This ETF has superior holdings and low total annual costs.
Exec Comp Aligned with ROIC: Model Portfolio Update
1 new stock makes this month’s portfolio.
Proof That Our ROIC Is The Best
E&Y proves our data & research are materially superior.
Webinar: Best in Class Return on Invested Capital
Join us on Wednesday, October 25, at 4pm ET to learn about the latest in research technology.
Featured Stocks in the Most Attractive/Most Dangerous Model Portfolios
Get a free look at two of the stocks in this month’s model portfolios.
Position Update: Tenneco (TEN)
New information requires an update to our call on this idea.
Position Update: Carter’s Inc. (CRI)
New information requires an update to our call on this idea.
See Us on CNBC Discussing Wal-Mart
David Trainer joined CNBC’s Closing Bell to discuss Wal-Mart’s business, the competitive landscape, and its current valuation.
A Fund to Avoid in the Real Estate Sector
A deeper level of diligence reveals that this fund charges excessive fees and allocates to poorly rated stocks.
Pension Cost Accounting Change Explained
Learn more about FASB’s new accounting standard and how our models already have you covered.
Invested Capital Turns: Explanation & Examples
Invested capital turns are an important consideration in the analysis of ROIC and help measure balance sheet efficiency.
4Q17 Sector Ratings for ETFs and Mutual Funds
See where each sector ranks for the fourth quarter of 2017.
Industrials Sector
See the best and worst rated ETFs and mutual funds.
Information Technology Sector
See the best and worst rated ETFs and mutual funds.
Materials Sector
See the best and worst rated ETFs and mutual funds.
Real Estate Sector
See the best and worst rated ETFs and mutual funds.
Telecom Services Sector
See the best and worst rated ETFs and mutual funds.
Utilities Sector
See the best and worst rated ETFs and mutual funds.
4Q17 Sector Ratings Recap
Read our analysis of each sector for 4Q17.
Upcoming Research
- Safest Dividend Yields: Model Portfolio Update: 10/20/17
- Dividend Growth Stocks: Model Portfolio Update: 10/26/17
Coverage Updates
- 112:10-Qs parsed since Oct 1.
- 50:10-Ks parsed since Oct 1.
- 175: stocks & mutual funds added to coverage universe over the last 3 months.
Danger Zone Podcast: When Funds Make Poor Allocation Decisions
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about this fund’s poor holdings in this week’s Danger Zone segment.