NEW: Personal Investor Training: Value Profit Blueprint
Combine the best fundamental and technical research! Stock Trading Pros & New Constructs are making a Founder’s Special Offer.
Most Understated Earnings
Five S&P 500 companies with better profits than Wall Street thinks.
Most Overstated Earnings
Five S&P 500 companies less profitable than Wall Street thinks.
YouTube Video Library
DCF case studies, tutorials, and “Value In 60 Seconds” video shorts.
Most Attractive Stocks: Model Portfolio Update
17 new stocks make this month’s Model Portfolio.
Most Dangerous Stocks: Model Portfolio Update
15 new stocks make this month’s Model Portfolio.
NC 2000 & Sector Trends
Updated trends in the NC 2000 and its sectors based on the latest 10-Qs. Available to Professional and Institutional members.
Core Vs. GAAP Earnings
ROIC Vs. WACC
Free Cash Flow Yield
Price-to-Economic Book Value
Economic Earnings Vs. GAAP Earnings
Free: NC 2000 & Sector Trends
Free, abridged versions of the reports above.
Core Vs. GAAP Earnings
ROIC Vs. WACC
Free Cash Flow Yield
Price-to-Economic Book Value
Economic Earnings Vs. GAAP Earnings
The New Stock Tracker 50 Membership
For those who do not need the details provided in our Professional and Institutional memberships.
Featured Stock in Dividend Growth Model Portfolio
Get a free look at one of the stocks in this month’s Model Portfolio.
“Operating” Earnings Growth is Misleading
S&P’s measure of earnings runs counter to Core Earnings.
Updates on Sector & Industry Fundamentals – 3Q23
See the latest cash flow, earnings, and ROIC trends for all sectors and industries.
Upcoming Research
- New Long Idea: 12/13/23
- Exec Comp Aligned with ROIC: Model Portfolio Update: 12/15/23
- Safest Dividend Yields: Model Portfolio Update: 12/20/23
- Q&A with our experts and other members of our Society of Intelligent Investors. Request an invite here.
Coverage Updates
- 754: 10-Qs parsed since Dec 1.
- 239: 10-Ks parsed since Dec 1.
- 523 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.