New Long Idea: Owning the Customer Relationship

Buy this firm as it transitions to a more profitable business.

Exec Comp Aligned with ROIC: Model Portfolio Update

Two new stocks make this month’s model portfolio.

Get the best fundamental research

New Webinar: "ROIC: The Truth Behind the Numbers"

Hosted by Interactive Brokers on July 16 at 12pm ET. Get details.

Accounting Changes Make Investing Harder

Recent GAAP and SEC rule changes remove important disclosures.

Featured Stocks in Most Attractive/Most Dangerous Model Portfolios

Get a free look at two of the stocks in this month's portfolios.

CNBC Interview: Technology Outlook

Our analysis of chip stocks and other top picks in the technology sector.

Barron's Features our Dividend Research

Our research identifies stocks with safer dividend yields supported by cash flows. 

3Q19 Sector Ratings for ETFs and Mutual Funds

See where each sector ranks for the third quarter of 2019.

Basic Materials

Consumer Cyclicals

Consumer Non-cyclicals





Real Estate


Telecom Services


 Upcoming Research

 Coverage Updates

  • 50: 10-Qs parsed since July 1.
  • 27: 10-Ks parsed since July 1.
  • 140: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.

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