New Long Idea: Gold in the Footnotes
GAAP earnings understate these companies’ core earnings.
Earnings Distortion Scorecard for 3/2/20-3/6/20
See the stocks most likely to beat or miss consensus estimates next week.
Dividend Growth Stocks: Model Portfolio Update
20 new stocks make this month’s model portfolio.
Case Studies: Detailed Net Income-to-NOPAT Reconciliation
Specific company examples: the data and page numbers from the filings where we get the data.
Case Studies: Core Earnings-to-Net Income Reconciliation
Specific company examples: the data and page numbers from the filings where we get the data.
Insights into Apple's Earnings Distortion Score - Yahoo Finance
See what our Earnings Distortion Scores reveal about Apple.
Ignoring the Real Earnings Season Puts Your Portfolio at Risk
Two companies with core earnings trending in the opposite direction of GAAP earnings.
Filing Season Reveals Overstated Profit Decline
Our analysts found numerous hidden items that impact this firm's reported profit.
How Unusual Items Impact Reported Tax Rates
Our analysts found three companies with abnormal effective tax rates in 2019.
Featured Stock in Safest Dividend Yields Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Upcoming Research
- New Danger Zone: 3/2/20
- New Long Idea: 3/4/20
- Most Attractive/Most Dangerous: Model Portfolio Update: 3/4/20
- Exec Comp Aligned with ROIC: Model Portfolio Update: 3/13/20
Coverage Updates
- 341: 10-Qs parsed since Feb 1.
- 940: 10-Ks parsed since Feb 1.
- 167: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.