1st New Constructs ETF is Official

We are very excited to partner with such great firms, Bloomberg and First Trust, to bring our novel alpha to market. 

Long Idea: Great Specs, Undervalued Stock

Members can read the latest Long Idea here. 

Danger Zone: Don’t Pay Premium Fees for This Subpar Fund

Members can read the latest Danger Zone here. 

Newsletter: That Which We Obtain Too Easily…

Next Intelligent Capital Allocation Podcast on May 10, 2024

Register for the live podcast!

Model Portfolio Updates

Most Attractive Stocks for May

Most Dangerous Stocks for May

Focus List Stocks: Short Update 5/2/24

Featured Stock in Dividend Growth Stocks Model Portfolio

Get a look at one of the stocks in this month’s Model Portfolio.

The worst ETFs & mutual funds in each sector & style in 2Q24

How to Avoid the Worst Sector ETFs

How to Avoid the Worst Sector Mutual Funds

How to Avoid the Worst Style ETFs

How to Avoid the Worst Style Mutual Funds

Position Close Update: Bankruptcy Arrives

Danger Zone Podcast 4/22/24: Why This Zombie Insurance Stock is Back in the Danger Zone

Upcoming Research

Coverage Updates

  • 828: 10-Qs parsed since Apr 1.
  • 339: 10-Ks parsed since Apr 1.
  • 67 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.

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