New Long Idea: Undervalued Industry Leader
Don’t miss this firm’s rising profitability and future growth opportunities.
Earnings Distortion Scorecard for 2/3/20-2/7/20
See the stocks most likely to beat or miss earnings next week.
Dividend Growth Stocks: Model Portfolio Update
12 new stocks make this month’s model portfolio.
Proof There's A Better Way to Measure Earnings
Professors at Harvard Business School (HBS) & MIT Sloan show that our earnings data is superior to “Street Earnings” from IBES and “Income Before Special Items” from Compustat.
Fixing the Flaws in Earnings Estimates – Behind the Markets Podcast
CEO David Trainer discusses how our earnings data can help generate alpha.
Danger Zone: A Turnaround Story to Avoid
Falling core earnings, low ROIC, and an overvalued stock price.
Featured Stock in Safest Dividend Yields Model Portfolio
Get a free look at one of the stocks in this month's model portfolio.
Cheap Funds Dupe Investors 1Q20
Get the best of both worlds: cheap funds with high quality holdings.
Position Close: Advance Auto Parts (AAP)
A successful Danger Zone pick.
1Q20 Style Ratings for ETFs and Mutual Funds
See where each style ranks for the first quarter of 2020.
Small Cap Blend
Small Cap Growth
Small Cap Value
1Q20 Style Ratings Recap
Read our analysis of each style for 1Q20.
The best ETFs & mutual funds in each sector & style in 1Q20.
How to Find the Best Sector ETFs
How to Find the Best Style ETFs
How to Find the Best Sector Mutual Funds
How to Find the Best Style Mutual Funds
Danger Zone Podcast: 1/21/20: Winning Shorts Still in the Danger Zone
We expect these successful Danger Zone picks to continue outperforming in 2020.
Upcoming Research
- New Danger Zone: 2/4/20
- New Long Idea: 2/5/20
- Most Attractive/Most Dangerous: Model Portfolio Update: 2/6/20
- Exec Comp Aligned with ROIC: Model Portfolio Update: 2/14/20
Coverage Updates
- 534: 10-Qs parsed since Jan 1.
- 135: 10-Ks parsed since Jan 1.
- 196: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.