Not Another Pipe Dream
Numerous macro tailwinds should drive future profit growth.
5 Stocks Likely to Beat 2Q23 Earnings
Understated historical profits result in Wall Street estimates that are too low.
5 Stocks Likely to Miss 2Q23 Earnings
Overstated historical profits result in Wall Street estimates that are too high.
Exec Comp Aligned with ROIC: Model Portfolio Update
Two new stocks make this month’s Model Portfolio.
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.
Focus List Stocks: Model Portfolios Performance in 1H23
Long
Short
Long/Short
Updating our Pension Expense Estimates
We are improving how our Company Models handle incomplete pension disclosures.
Apocalypse Ahead for Zombie Stocks – Wealthion Interview
We joined Adam Taggart to discuss how rising rates will affect the market and much more.
Featured Stocks in Most Attractive/Most Dangerous Model Portfolios
Get a free look at two of the stocks in this month’s Model Portfolios.
3Q23 Sector Ratings for ETFs and Mutual Funds
See where each sector ranks for the third quarter of 2023.
Basic Materials
Consumer Cyclicals
Consumer Non-cyclicals
Energy
Financials
Healthcare
Industrials
Real Estate
Technology
Telecom Services
Utilities
3Q23 Sector Ratings Recap
Position Close: Electronics Manufacturer Got Expensive
This stock doesn’t provide the same risk/reward after rising 266%.
Position Close: Tools Not as Undervalued Anymore
After rising 90%, this stock is not as attractive as when we made it a Long Idea.
Upcoming Research
- New Long Idea: 7/19/23
- Safest Dividend Yields: Model Portfolio Update: 7/20/23
- Dividend Growth Stocks: Model Portfolio Update: 7/27/23
- 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
- 202: 10-Qs parsed since July 1.
- 89: 10-Ks parsed since July 1.
- 143 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.