Earnings season is back with a bang. Some of the biggest companies in the market missed estimates or pulled guidance, while a few are raising 2025 estimates. With all the mixed signals, discernment matters more than ever. Trade wars affect different companies in different ways. The only way to know what’s going on with companies these days is to read the ENTIRE financial filings, something no other firm does as well as we do.
For live examples of the alpha in our superior diligence, check out the Earnings Watch Parties hosted by our CEO David Trainer. He covered 20+ stocks this week, including a close look at Tesla’s earnings, and why the rising stock price is not warranted.
Tesla’s price action is a good reminder that investors must remain diligent. Despite the importance of fundamentals returning to the market, not all stocks move in rational ways. No matter the market environment we’re in, investors need to understand risk/reward.
Diligence will always be our guiding light, as we strive to provide all investors with best-in-class fundamental research driven by superior data.
Want to see how our superior research can help you in the wild market??
Look no further than our research we published this week!
FREE Stock Pick: This week, our free stock pick is from our Exec Comp Aligned with ROIC Model Portfolio.
As noted above, CEO David Trainer hosted two earnings watch parties this week covering Tesla (TSLA), Verizon (VZ), General Electric (GE), and Lockheed Martin (LMT) as well as IBM (IBM), Alphabet (GOOG), PepsiCo (PEP), Intel (INTC), and many more
On the Model Portfolio front, we updated our Safest Dividend Yields Model Portfolio.
Our latest Long Idea features an undervalued defensive play that generates large cash flows and consistently returns that cash to shareholders.
We finished our Sector and Style ETF & Mutual Funds reports for the second quarter of 2025. We provide deep dives on each individual investment style, and let investors know how to find the best and avoid the worst ETFs and mutual funds.
Links to all our newly published research are below along with a preview for next week’s research.
We hope you have a great week!
Long Idea: Defensive Stock with 8%+ Yield and Strong Upside Potential
Members can read the latest Long Idea here.
This Week’s Earnings Watch Party Replays
Watch our Earnings Recap on Tesla, General Electric, Verizon, Lockheed Martin, and More
Watch our Earnings Recap on IBM, Alphabet, PepsiCo, Intel, and More
Safest Dividend Yields Model Portfolio Update for April 2025
Free Stock Pick From our Exec Comp Aligned with ROIC Model Portfolio
Best & Worst Style ETFs and Mutual Funds 2Q25
All Cap Blend
All Cap Growth
All Cap Value
Large Cap Blend
Large Cap Growth
Large Cap Value
Mid Cap Blend
Mid Cap Growth
Mid Cap Value
Small Cap Blend
Small Cap Growth
Small Cap Value
Style Ratings Recap 2Q25
Cheap Funds Dupe Investors 2Q25
Best & Worst Sector ETFs and Mutual Funds 2Q25
Best Sector ETFs
Best Sector Mutual Funds
Best Style ETFs
Best Style Mutual Funds
Best & Worst Sector ETFs and Mutual Funds 2Q25
Worst Sector ETFs
Worst Sector Mutual Funds
Worst Style ETFs
Worst Style Mutual Funds
Upcoming Research
- New Danger Zone: 4/28/25
- New Long Idea: 4/30/25
- Dividend Growth Stocks: Model Portfolio Update: 4/30/25
- Most Attractive/Most Dangerous: Model Portfolio Update: 5/6/25
- Q&A with our experts and other members of our Online Community. Join here.