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.
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
Energy
Financials
Healthcare
Industrials
Real Estate
Technology
Telecom Services
Utilities
Upcoming Research
- New Danger Zone: 7/15/19
- New Long Idea: 7/17/19
- Safest Dividend Yields: Model Portfolio Update: 7/19/19
- Dividend Growth Stocks: 7/26/19
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.