Markets seem to be cooling off a little this week. With all the crazy things going on around the world, seeing the markets at peak valuations is unsettling to more and more investors. To that end, we’re finding it hard and harder to find good stocks because so many stocks’ valuations have run up in the last few months.
It’s a good thing we cover ~3,300 stocks; so we have a lot to choose from. Nevertheless, we live in a world where a good stock is hard to find.
Accordingly, we’re very excited to share an exciting new Long Idea. This company is an industry leader, and its stock has outperformed the overall Energy sector this year, yet remains undervalued.
On the Model Portfolio front, we updated our Most Attractive Stocks and Most Dangerous Stocks Model Portfolios, and featured a stock in our Safest Dividend Yields Model Portfolio.
We are also proud to announce that we ranked #1 in multiple categories on SumZero again this month.
Links to all the published research are below along with a preview for next week’s research.
We hope you have a great weekend.
Long Idea: Opportunity North of the Border
Members can read the latest Long Idea report.
October’s Most Attractive Stocks Model Portfolio Update
October’s Most Dangerous Stocks Model Portfolio Update
#1-Ranked Stock Picker on SumZero Again!
Featured Stock from September’s Safest Dividend Yields Model Portfolio
Danger Zone Podcast 9/24/24: Why These Stocks Are No Longer in the Danger Zone
Upcoming Research
- New Danger Zone pick: 10/7/24
- New Long Idea: 10/9/24
- Exec Comp Aligned with ROIC: Model Portfolio Update: 10/16/24
- Safest Dividend Yields: Model Portfolio Update: 10/23/24
- Q&A with our experts and other members of our Society of Intelligent Investors. Join here.
Coverage Updates
- 254: 10-Qs parsed since Sep 1.
- 101: 10-Ks parsed since Sep 1.
- 84 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.