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
- New Danger Zone Pick: 4/16/18
- New Long Idea: 4/18/18
- Safest Dividend Yields: Model Portfolio Update: 4/20/18
- Dividend Growth Stocks: Model Portfolio Update: 4/27/18
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.