Long Idea: Betting on the Future of Wealth Management

Growing profits while adopting new technologies.

Featured Stocks in Most Attractive/Dangerous Portfolios

Get a free look at two of the stocks in this month’s model portfolios.

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.

New Danger Zone Pick

The market is ignoring this firm’s lagging profits in a booming industry.

Position Update: Danger Zone Pick

This firm’s stock still has significant downside even after a 30% decline.

Save the Date: Viola Risk Advisors Conference on Nov. 16

David Trainer will be the keynote speaker at the 2018 Capital Structure & Risk Management Outlook Conference. All clients are invited to attend.

Save the Date: St. Louis CFA Society Event on Nov. 29

David Trainer will be joined by industry experts to discuss new technology, machine learning in finance, and the future of FinTech. Register today!

Upcoming Research

Coverage Updates

  • 1,376:10-Qs parsed since Nov 1.
  • 15:10-Ks parsed since Nov 1.
  • 263: stocks & mutual funds added to coverage universe over the last 3 months.

Danger Zone Podcast: Falling Profits in a Growing Market

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about this firm’s inability to grow profits in a booming industry in this week’s Danger Zone segment.

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