Finding Value in Energy

This ETF holds many of the best stocks in the top-rated sector.

Pedals Remain Jammed

Selling off assets won’t solve this company’s problems.

Real Earnings Season Starts Now

Annual 10-K season is ramping up – it’s time to read filings and footnotes.

Special Webinar: Steve Clapham from Behind the Balance Sheet

Don’t miss this webinar with special guest Steve Clapham on Thursday, February 22.

Exec Comp Aligned with ROIC: Model Portfolio Update

One new stock makes this month’s Model Portfolio.

Finding Value in Energy (Free, Abridged)

This version excludes the specific stocks we like in the Energy Sector.

Danger Zone Podcast 2/5/24: Why Investors Ignoring This Pick and Shovels Play Are in the Danger Zone

This outperformer has more room to run.

Upcoming Research

Coverage Updates

  • 291: 10-Qs parsed since Feb 1.
  • 252: 10-Ks parsed since Feb 1.
  • 218 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.