Buried Treasure
ESG movement creates opportunity.
Cava IPO Gets More Ridiculous
Debuting like a meme stock!
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Exec Comp Aligned with ROIC: Model Portfolio Update
Four new stocks make this month’s Model Portfolio.
Focus List Stocks: Long: Model Portfolio Update
See the updates to this Model Portfolio.
“Operating” Earnings Growth is Misleading
S&P’s measure of earnings runs counter to Core Earnings.
Retailer With Much Further to Fall
Don’t ignore fundamentals. This stock could fall another 67% or more.
Saved From Zombie Status
A cash infusion saves this zombie stock, but it remains in the Danger Zone.
Danger Zone Podcast 6/5/23: GAAP Earnings Growth is an Illusion
Core Earnings tell the true story.
Upcoming Research
- New Long Idea: 6/21/23
- Safest Dividend Yields: Model Portfolio Update: 6/22/23
- Dividend Growth Stocks: Model Portfolio Update: 6/29/23
- Weekly Webinars on Intelligent Capital Allocation: register here.
- Q&A with our experts and other members of our Society of Intelligent Investors. Request an invite here.
Coverage Updates
- 999: 10-Qs parsed since June 1.
- 351: 10-Ks parsed since June 1.
- 125 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.