Long Idea: Cash Cow with an Underrated Moat
This firm deserves more credit for the trust it has earned.
Most Attractive Stocks: Model Portfolio Update
12 new stocks make this month’s model portfolio.
Most Dangerous Stocks: Model Portfolio Update
Six new stocks make this month’s model portfolio.
WeWork’s Failed IPO Is a Win for Main Street
Bravo to investors for rejecting this ridiculous IPO.
Analyzing the IPO Market on TD Ameritrade Network
Get insights into the IPO market after high profile disappointments.
Don’t Pay Extra for Overvalued Tech Stocks
This tech fund chases growth and charges excessive fees.
October 2019 Stock Picking Accolades
SumZero ranks us #2 in Healthcare, #2 in Consumer Staples, and #6 in Industrials.
Featured Stock in Dividend Growth Model Portfolio
Get a free look at one of the stocks in this month's model portfolio.
Position Close Update: Navistar (NAV)
A successful Danger Zone pick.
Position Close Update: Zions Bancorp (ZION)
Updating a prior Danger Zone pick.
Position Close Update: SINA Corporation (SINA)
A successful Danger Zone pick.
A Better Way to Calculate EBITDA
Get a more accurate and comparable calculation of companies’ pre-tax cash earnings.
Danger Zone Podcast: 9/23/19: Numerous Red Flags in Peloton's IPO
Misleading non-GAAP metrics and an outrageous valuation make this IPO one to avoid.
Upcoming Research
- New Danger Zone: 10/7/19
- New Long Idea: 10/9/19
- Exec Comp Aligned with ROIC: Model Portfolio Update: 10/16/19
- Safest Dividend Yields: Model Portfolio Update: 10/23/19
Coverage Updates
- 53: 10-Qs parsed since Oct 1.
- 23: 10-Ks parsed since Oct 1.
- 206: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.