ICYMI: New Long Idea, Model Portfolio Updates, Machine Learning & AI E-book, The Importance of Analyzing Details in Filings & 2Q18 Sector Ratings

Long Idea: AI Drives Future Profit Growth

A leader in technology that’s reshaping the industry.

Exec Comp Aligned with ROIC: Model Portfolio Update

Three new stocks make this month’s portfolio.

“Machine Learning & AI for Smarter Investing” E-book

Read our new E-book on AI in finance, based on our deep experience and unrivaled expertise.

Featured Stocks in Most Attractive/Most Dangerous Model Portfolio

Get a free look at two of the stocks in this month’s model portfolios.

Danger Zone: Ignoring Details in Financial Filings

To many fund managers still ignore basic diligence. Investors deserve better.

2Q18 Sector Ratings for ETFs and Mutual Funds

See where each sector ranks for the second quarter of 2018.

Consumer Non-cyclicals Sector

See the best and worst rated ETFs and mutual funds.

Energy Sector

See the best and worst rated ETFs and mutual funds.

Financials Sector

See the best and worst rated ETFs and mutual funds.

Healthcare Sector

See the best and worst rated ETFs and mutual funds.

Industrials Sector

See the best and worst rated ETFs and mutual funds.

Real Estate Sector

See the best and worst rated ETFs and mutual funds.

Technology Sector

See the best and worst rated ETFs and mutual funds.

Telecom Services Sector

See the best and worst rated ETFs and mutual funds.

Utilities Sector

See the best and worst rated ETFs and mutual funds.

2Q18 Sector Ratings Recap

Read our analysis of each sector for 2Q18.

Upcoming Research

Coverage Updates

  • 78:10-Qs parsed since Apr 1.
  • 150:10-Ks parsed since Apr 1.
  • 154: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.

Danger Zone Podcast: Why Fund Managers are in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about fund managers that don’t analyze details in 10-Ks in this week’s Danger Zone segment.

 

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