We hope you’ve had a great week!

We hope you enjoy talking about stocks and markets as much as we do. The political stuff bores us…too much misinformation. I mean, the stock market is hard enough to decipher. But separating fact from fiction in the political markets is even harder.

Speaking of facts… We finished up our Macro Trends and Fundamentals research with our S&P Operating Earnings vs. Core Earnings in 2Q24 and the Sector & Industry Fundamentals reports. We published an update on a successful Long Idea that continues to trade at a large discount. We think this pick is both a great company and great stock. 

On the Model Portfolio front, we updated our Exec Comp Aligned with ROIC Model Portfolio and featured a stock from our Dividend Growth Stocks Model Portfolio. Additionally, we improved how we treat debt and interest in our Company Models for homebuilders.

Lastly, we hosted our monthly Intelligent Capital Allocation podcast on Friday, September 13. The replay will be available soon for our private online community. Join here for free if you haven’t already! You can register for the next podcast here. 

Links to all the published research are below along with a preview for next week’s research. 

We hope you have a great weekend.

Long Idea: Key Materials Provider Trading at a Large Discount

Members can read the latest Long Idea report.

Exec Comp Aligned with ROIC Model Portfolio Update for September

S&P Operating Earnings Vs. Core Earnings in 2Q24

Sector & Industry Fundamentals: 2Q24 Update

Improvements to our Company Model for Homebuilders

Featured Stock from August’s Dividend Growth Stocks Model Portfolio

Upcoming Research

Coverage Updates

  • 125: 10-Qs parsed since Sep 1.
  • 30: 10-Ks parsed since Sep 1.
  • 77 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.