Long Idea: Only Pay Mgmt Fees When You Get Outperformance
When managers only get paid when they outperform, they focus on ROIC. Surprised?
Beware Micro Bubble Stocks
We’re not in a macro bubble, but there’s bubble-like risk in these stocks. Featured in MarketWatch and WealthManagement.
Featured Stocks in Most Attractive/Most Dangerous Model Portfolio
Get a free look at two of the stocks added this month.
CNBC Feature: Snap’s 2Q Results
David Trainer joined CNBC’s Closing Bell to discuss how noise traders affect SNAP.
Position Update: Synchrony Financial (SYF)
New information drives an update to this Long Idea.
Danger Zone Podcast: Why the Micro-Bubble is in the Danger Zone
Sam McBride discusses with Chuck Jaffe of Money Life micro vs macro bubbles in the stock market.
We’ve Updated our Privacy Policy
Our Privacy Policy lets you better understand what information we collect and how we handle it.
Upcoming Research
- New Danger Zone: 8/13/18
- New Long Idea: 8/15/18
- Exec Comp Aligned with ROIC: Model Portfolio Update: 8/15/18
- Safest Dividend Yields: Model Portfolio Update: 8/22/18
Coverage Updates
- 1573:10-Qs parsed since Aug 1.
- 17:10-Ks parsed since Aug 1.
- 186: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.