ICYMI: New Long Idea & New Focus Lists, The Downside to Morningstar’s Dominance, a Detailed Look at “Fiduciary” & Model Portfolio Performance Updates

Long Idea: Growing Profits & Market Share

Competitive strengths overlooked by the market.

Most Attractive Stocks: Model Portfolio Update

12 new stocks make this month’s portfolio.

Most Dangerous Stocks: Model Portfolio Update

13 new socks make this month’s portfolio.

New Model Portfolio: Focus List Stocks (Long)

Get the best of the best long ideas.

For Pro members and above.

New Model Portfolio: Focus List Stocks (Short)

Get the best of the best Danger Zone calls.

Pro members and above.

Morningstar’s Dominance Hurts Investors and Markets

Investors need alternatives to Morningstar’s dominating research.

Open Letter to the SEC: Disclosure is Not Enough

The SEC needs to clearly outline how advisors fulfill the Fiduciary Duty of Care.

Why Markets Need a Single, Official Definition of Fiduciary

For there to be multiple (different and contradictory) definitions of “Fiduciary” means there is no definition, which is dangerous.

Featured Stocks in Dividend Growth Stocks Model Portfolio

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

A Potential Land Mine in Large Cap Value Funds

You can’t judge a fund solely by its label. Further research shows investors should avoid it.

Model Portfolio Outperformance

See the performance of our model portfolios through 3Q17.

New Service: Filings Calendar for 10-Ks & 10-Qs

Get the latest on when and if companies have filed their 10-Ks or 10-Qs within the last two weeks or the next two weeks.

Closing Position: Acadia Healthcare (ACHC)

We hope investors avoided this portfolio blowup and participated in the 42% short return.

Long Idea Position Update: Lear Corp (LEA)

New information requires an update to our call on this idea.

Upcoming Research

Coverage Updates

  • 265:10-Qs parsed since Nov 1.
  • 12:10-Ks parsed since Nov 1.
  • 254: stocks & mutual funds added to coverage universe over the last 3 months.

Danger Zone Podcast: Avoid Funds with Misleading Labels

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about this fund’s misleading “equity income label in this week’s Danger Zone segment.

Leave A Response

* Denotes Required Field