Treasure in the Oil Sands
Strong cash flows and an undervalued stock price.
Tesla’s Earnings Reveal Major Risk
Watch out – slowing growth and declining margins.
Netflix Still Highly Overvalued
The once streaming leader could fall ~50%.
Safest Dividend Yields: Model Portfolio Update
Six new stocks make this month’s Model Portfolio.
Focus List Stocks: Short: Model Portfolio Update
See the updates to this Model Portfolio.
Focus List Stocks: Long: Model Portfolio Update
See the updates to this Model Portfolio.
Join the Society of Intelligent Investors
Get free access to our new (beta) community platform designed to engage you with our experts and fellow investors.
Focus List Stocks Model Portfolios Performance in 1Q23
See how our Focus List Stocks Model Portfolios performed as a long/short portfolio.
Featured Stock in Exec Comp Aligned with ROIC Model Portfolio
Get a free look at one of the stocks in this month’s Model Portfolio.
A Deeper Look into the Numbers – Stock Trading Pro Podcast
We joined Pete Renzulli to discuss macro trends in the S&P 500 and much more.
Position Close Update: McDonald’s
This winning Long Idea outperformed the market by 2%.
Position Close Update: Oracle
This winning Long Idea outperformed the market by 52%.
Danger Zone Podcast 4/10/23: Zombie Stock #32
Rising cash burn and competitive disadvantages could send this stock to $0.
Upcoming Research
- New Long Idea: 4/26/23
- Dividend Growth Stocks: Model Portfolio Update: 4/27/23
- Most Attractive/Most Dangerous: Model Portfolio Updates: 5/3/23
Coverage Updates
- 336: 10-Qs parsed since Apr 1.
- 212: 10-Ks parsed since Apr 1.
- 133 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.