The Big Picture: Rebuild & Renew
Speculative investing plus neglected infrastructure creates problems and opportunities.
This Stock Price is Not Fair
2Q earnings do nothing to justify this stock’s year-to-date increase.
Exec Comp Aligned with ROIC: Model Portfolio Update
Two new stocks make this month’s Model Portfolio.
Focus List Stocks: Long: Model Portfolio Update
See the updates.
New & Expanded Video Library on YouTube
Webinar replays, DCF case studies and “Value In 60 Seconds” video shorts.
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To our Society of Intelligent Investors.
Position Close Update: Fully Valued Tech Giant
After rising 44% year-to-date, this stock is no longer as attractive.
Position Close Update: Industrial Stock Looking Expensive
After outperforming the S&P by 103%, it’s time to close this Long Idea.
Danger Zone Podcast 8/7/23: Snap Out of It
Extreme fundamental risk in the current valuation of this stock.
Upcoming Research
- New Danger Zone: 8/21/23
- New Long Idea: 8/23/23
- Safest Dividend Yields: Model Portfolio Update: 8/23/23
- Dividend Growth Stocks: Model Portfolio Update: 8/30/23
- Q&A with our experts and other members of our Society of Intelligent Investors. Request an invite here.
Coverage Updates
- 2,103: 10-Qs parsed since Aug 1.
- 74: 10-Ks parsed since Aug 1.
- 340 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.