Long Idea: Diamond in the Rough Retail Sector
This business has proven more resilient than peers.
United Technologies Overpaid for Rockwell Collins
The math shows it is almost impossible for this deal to create value for shareholders.
Exec Comp Aligned with ROIC: Model Portfolio Update
4 new stocks make this month’s portfolio of stocks that tie exec comp to ROIC.
New Stocks in September’s Most Attractive/Most Dangerous Model Portfolios
Get a free look at two of the new stocks in this month’s model portfolios.
See Forensic Accounting Adjustments Generate Alpha
Our research empowers investors to identify alpha-generating investment ideas more efficiently than traditional approaches.
New Feature: More Details for ETF Ratings
Clients can now view the “Investment Recommendation Summary” and the “Rating History” for all ETFs under coverage.
New Feature: Details for Stocks in Model Portfolios
Unlimited & Institutional clients can now view the ratings and adjustments details for all tickers in Model Portfolios directly on the Model Portfolio pages.
Upcoming Research
- Safest Dividend Yields: Model Portfolio Update: 9/22/17
- Dividend Growth Stocks: Model Portfolio Update: 9/28/17
Coverage Updates
- 245:10-Qs parsed since Sept 1.
- 86:10-Ks parsed since Sept 1.
- 151: stocks & mutual funds added to coverage universe over the last 3 months.
Danger Zone Podcast: This Content Producer Fails to Create Value
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about a content producer in this week’s Danger Zone segment.