Long Idea: Clear Room For this Stock
A global leader’s stock implies profits permanently drop below 2012 levels.
Dividend Growth Stocks: Model Portfolio Update
14 new stocks make this month’s model portfolio.
Focus List Stocks – Long: Model Portfolio Update
See the most recent update to this Model Portfolio.
Earnings Distortion Scorecard for 6/1/20-6/5/20
See the stocks most likely to beat or miss consensus estimates next week.
Featured Stock in Safest Dividend Yields Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Danger Zone Podcast: 5/18/20: Insurance for Your Portfolio
A best-in-class business with a valuation implying the economy never recovers.
Upcoming Research
- New Danger Zone: 6/1/20
- New Long Idea: 6/3/20
- Most Attractive/Most Dangerous: Model Portfolio Update: 6/3/20
- Exec Comp Aligned with ROIC: Model Portfolio Update: 6/16/20
Coverage Updates
- 2128: 10-Qs parsed since May 1.
- 71: 10-Ks parsed since May 1.
- 77: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.