Long Idea: This Specialty Retailer is Just Right

Nailing the balance between scale and specialization.

Dividend Growth Stocks: Model Portfolio Update

Seven new stocks make this month’s portfolio, which outperformed last month.

Focus List Stocks – Long: Model Portfolio Update

We added one stock to this portfolio (for Pro and higher members).

IPO Coverage: Don’t Bail Out BJ’s Private Equity Owners

High debt load, little shareholder voting power, and average profitability make this IPO one to avoid. Featured in MarketWatch.

IPO Coverage: Domo’s IPO Is Good for Insiders but Not You

Numerous red flags land this IPO in the Danger Zone. Featured in Business Insider.

Featured Stocks in Safest Dividend Yields Model Portfolio

Get a free look at one of the stocks added this month.

Upcoming Research

Coverage Updates

  • 530:10-Qs parsed since Jun 1.
  • 136:10-Ks parsed since Jun 1.
  • 182: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.

Danger Zone Podcast: Why this Tech IPO is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about the red flags found in this IPO’s filings in this week’s Danger Zone segment.

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