Long Idea: Beat Private Equity to the Punch
This stock is still cheap despite interest from smart money.
Is Netflix (NFLX) Unstoppable?
Back on CNBC’s to discuss the flaws in the business and risk in the valuation.
Worst Pension Plunderers: Details on Stocks to Avoid
Pro Clients and above get details on which companies exploit pension accounting loopholes the most.
Safest Dividend Yields: Model Portfolio Update
Five new stocks make this month’s portfolio.
Featured Stocks in the Exec Comp Linked to ROIC Portfolio
Get a free look at one of the stocks added this month.
Danger Zone: Pension Accounting – Discount Rates
Investors need to be wary of managers who exploit pensions to manage earnings.
Upcoming Research
- New Danger Zone: 6/25/18
- New Long Idea: 6/27/18
- Dividend Growth Stocks: Model Portfolio Update: 6/28/18
- Worst Pension Plunderers Part 2: Discount Rate Assumptions
Coverage Updates
- 373:10-Qs parsed since Jun 1.
- 128:10-Ks parsed since Jun 1.
- 180: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.
Danger Zone Podcast: Why Pension Discount Rates are in the Danger Zone
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this past week: Pension Accounting – Discount Rates.