New Long Idea: Focus on ROIC

The highest-ranked mutual fund in our coverage universe is built using ROIC. 

Netflix’s Strategy is Failing

Investors should expect more disappointing subscriber numbers going forward.

Safest Dividend Yields: Model Portfolio Update

Eight new stocks make this month’s model portfolio.

Get the best fundamental research

Interactive Brokers Education Webinar: "ROIC: The Truth Behind the Numbers"

Learn why ROIC is the best measure of profitability.

Don't Buy This Misleading Turnaround Story

This company’s failed transition to the cloud is destroying value for shareholders.

Featured Stocks in Exec Comp Aligned with ROIC Model Portfolio

Get a free look at one of the stocks in this month's portfolio.

Removing Hedge Disclosure Requirements Harms Investors

Disclosure requirements are needed so investors can calculate a company's true profits.

Investors Need the Amortization of Capitalized Interest Disclosure

The SEC’s Disclosure Update and Simplification makes analyzing financials more difficult.

3Q19 Sector Ratings Recap

Read our analysis of each sector for 3Q19.

3Q19 Style Ratings for ETFs and Mutual Funds

See where each style ranks for the third quarter of 2019.

All Cap Blend

All Cap Growth

All Cap Value

Large Cap Blend

Large Cap Growth

Large Cap Value

Mid Cap Blend

Mid Cap Growth

Mid Cap Value

Small Cap Blend

Small Cap Growth

Small Cap Value

3Q19 Style Ratings Recap

Read our analysis of each style for 3Q19.

Danger Zone Podcast: 7/8/19: The SEC Stops Requiring Important Disclosures

Less informative financial disclosures add risk to investing.

Danger Zone Podcast: 7/8/19: FASB Removes Key Disclosure Requirements

True profits are harder to calculate when disclosure requirements are relaxed.

Upcoming Research

Coverage Updates

  • 74: 10-Qs parsed since July 1.
  • 36: 10-Ks parsed since July 1.
  • 133: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.

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