Buy the Dip
This stock is overly depressed.
Debt Restructuring Hail Mary
This deal doesn’t prevent the company from going bankrupt in the future.
Dividend Growth Stocks: Model Portfolio Update
One new stock makes this month’s Model Portfolio.
Focus List Stocks: Long: Model Portfolio Update
See the updates.
New & Expanded Video Library on YouTube
Webinar replays, DCF case studies and “Value In 60 Seconds” video shorts.
Joined our Society of Intelligent Investors yet?
Stock picks, novel alpha, reverse DCF case studies & more.
Improving our Models and our Credit Ratings
We’re improving the Total Debt metric used in our Credit Ratings for Financial and REIT companies.
Cheap Funds Dupe Investors – 3Q23
Get the best of both worlds: cheap funds with high-quality holdings.
Featured Stock in Safest Dividend Yields Model Portfolio
Get a free look at one of the stocks in this month’s Model Portfolio.
The best ETFs & mutual funds in each sector & style in 3Q23
How to Find the Best Sector ETFs
How to Find the Best Style ETFs
How to Find the Best Sector Mutual Funds
How to Find the Best Style Mutual Funds
The worst ETFs & mutual funds in each sector & style in 3Q23
How to Avoid the Worst Sector ETFs
How to Avoid the Worst Style ETFs
How to Avoid the Worst Sector Mutual Funds
How to Avoid the Worst Style Mutual Funds
Position Close Update: Taking Another Winner Off the Table
This stock doesn’t provide the same risk/reward after rising 104%.
Danger Zone Podcast 7/17/23: Poor Holdings = Poor Fund
Don’t be misled by Morningstar ratings. This fund holds bad stocks.
Upcoming Research
- New Long Idea: 8/2/23
- Most Attractive/Most Dangerous: Model Portfolio Updates: 8/3/23
- Exec Comp Aligned with ROIC: Model Portfolio Update: 8/16/23
- Q&A with our experts and other members of our Society of Intelligent Investors. Request an invite here.
Coverage Updates
- 813: 10-Qs parsed since July 1.
- 266: 10-Ks parsed since July 1.
- 309 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.