Long Idea: Upside in this Activist Target
Activists are unlocking significant value by properly aligning management’s interests.
Most Attractive Stocks: Model Portfolio Update
18 new stocks make this month’s model portfolio.
Most Dangerous Stocks: Model Portfolio Update
17 new stocks make this month’s model portfolio.
New Webinar: “Pitfalls of Price-to-Book Ratios, ROE, and EV/EBITDA”
Hosted by Interactive Brokers on April 16 at 12pm ET. Reserve your seat.
New Webinar: “How Debt to Equity & EV/EBITDA Mislead Investors”
Hosted by TD Ameritrade on April 16 at 6pm ET. Get details.
Danger Zone: Don't Chase Illusory "Growth"
Despite reported earnings growth, Corporate America's true profits continued to decline in 2018.
Featured Stock in Dividend Growth Model Portfolio
Get a free look at one of the stocks in this month's portfolio.
Danger Zone Podcast: 3/25/19: Broken Business Model
This company's commitment to a failed business model puts investors at risk.
Upcoming Research
- New Danger Zone: 4/8/19
- New Long Idea: 4/10/19
- Exec Comp Aligned with ROIC: Model Portfolio Update: 4/12/19
- Safest Dividend Yields: Model Portfolio Update: 4/18/19
Coverage Updates
- 12: 10-Qs parsed since Apr 1.
- 87: 10-Ks parsed since Apr 1.
- 115: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.