New Long Idea: Consistent Cash Flows on the Cheap
This top ranked firm hasn’t been this cheap in years.
Earnings Distortion Scorecard for 2/10/20-2/14/20
See the stocks most likely to beat or miss consensus estimates next week.
Most Attractive Stocks: Model Portfolio Update
15 new stocks make this month’s model portfolio.
Most Dangerous Stocks: Model Portfolio Update
Two new stocks make this month’s model portfolio.
Case Western Reserve University Focuses on Our Technology
Get our presentation from professor Greg Harmon's Current Frontiers in Fintech class.
Don't Let Casper's IPO Debut Fool You, It's Overvalued
The next money-losing IPO that touts itself as much more of a transformational business than it actually is has arrived.
Featured Stock in Dividend Growth Stocks Model Portfolio
Get a free look at one of the stocks in this month's model portfolio.
Model Portfolio Performance in 2019
See the performance of our model portfolios in 2019.
February 2020 Stock Picking Accolades
SumZero ranks us #3 in Healthcare and #7 in Consumer Staples.
The worst ETFs & mutual funds in each sector & style in 4Q19.
How to Avoid the Worst Sector ETFs
How to Avoid the Worst Style ETFs
How to Avoid the Worst Sector Mutual Funds
How to Avoid the Worst Style Mutual Funds
Danger Zone Podcast: 1/27/20: A Turnaround Story to Avoid
Falling core earnings, low ROIC, and an overvalued stock price.
Upcoming Research
- New Danger Zone: 2/10/20
- New Long Idea: 2/12/20
- Exec Comp Aligned with ROIC: Model Portfolio Update: 2/14/20
- Safest Dividend Yields: Model Portfolio Update: 2/20/20
Coverage Updates
- 125: 10-Qs parsed since Feb 1.
- 32: 10-Ks parsed since Feb 1.
- 191: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.