The “One Big Beautiful Bill Act” passed the House this week after rounds of negotiations. Bond investors voiced their displeasure, as treasury yields rose to levels not seen since 2023 and close in on highs not reached since 2007.
Bitcoin was the clear beneficiary of the uncertainty, with the crypto currency reaching record prices after plunging earlier this year. Meanwhile, markets finished off a losing week amidst the ongoing economic uncertainty and deficit concern.
Up one week, down the next. What comes next is hard for even the sharpest minds to predict. Those who attend our free Earnings Watches know that we eschew speculation in favor of data-driven fundamental strategies that are proven to outperform across market environments.
There is no substitute for diligence and disciplined effort. Regardless of market volatility or economic ambiguity, diligence remains the cornerstone of successful investing. And, we are deeply committed to delivering the most rigorous, transparent, and accurate fundamental research in the world.
Our insights help investors cut through the noise and pick the right stocks, while sidestepping the worst stocks.
Check out this week’s research to see us in action!
FREE Stock Pick: We shared a free stock pick from our Exec Comp Aligned with ROIC Model Portfolio.
Our latest Long Idea features a company that is a market leader across many segments, benefits from growth tailwinds in its industry, has a long track record of revenue and profit growth, and its stock remains cheap.
On the other hand, our Danger Zone pick highlights a company with consistent cash burn, falling economic earnings, persistent unprofitability, and an expensive stock price.
Our CEO David Trainer hosted another earnings watch party this week covering Home Depot, Lowes, Target, Dollar Tree, Palo Alto Networks, and more. Get insights into what retailer earnings can tell us about the market and economy.
On the Model Portfolio front, we updated our Safest Dividend Yields Model Portfolio.
As the earnings season came to an end so did Footnotes Season. However, the value we create for you never ends. In 1Q25 alone, we created $2.5 million in value!
In an interview with renowned fund manager George Noble, our CEO, David Trainer, discussed the dangers of stock market narratives and advantages of forensic accounting for decoding Wall Street propaganda.
Links to all our newly published research are below along with a preview for next week’s research.
We hope you have a great week!
Long Idea: Good Data, Good Investment
Members can read the latest Long Idea here.
Danger Zone: Investors Shouldn’t Pay This Price
Members can read the latest Danger Zone here.
Free Stock Pick from Our Exec Comp Aligned with ROIC Model Portfolio
This Week’s Earnings Watch Party Replay
Watch our Earnings Recap on Home Depot, Lowes, Target, Dollar Tree, Palo Alto Networks, and More
Safest Dividend Yields Model Portfolio Update for May 2025
1Q25 Footnotes Season: Created $2.5 Million in Value
Our Podcast with George Noble on April 30, 2025: When Objective Analysis Meets the Market’s Honest Narratives
The Importance of Trust
Danger Zone Podcast: 5/12/25: Why This Natural Food Manufacturer is Back in the Danger Zone
Upcoming Research
- New Long Idea: 5/28/25
- Dividend Growth Stocks: Model Portfolio Update: 5/29/25
- Most Attractive/Most Dangerous: Model Portfolio Update: 6/4/25
- Q&A with our experts and other members of our Online Community. Join here.