ICYMI: New Long Idea, Outperforming Model Portfolios & New Fund Style Ratings

Long Idea: Cyclical Tailwinds Boost Upside for Industry Leader

Recently beaten up by the market, this undervalued stock offers great risk/reward.

Safest Dividend Yields: Model Portfolio Update

10 new stocks make April’s portfolio. Last month, the portfolio (+3.3%) outperformed the S&P 500 (-0.3%).

New Stocks on Exec Comp Aligned with ROIC: Model Portfolio Update

Our model portfolio outperformed again last month. Get a free look at a new stock on the list.

CNBC Interview: Netflix’s Valuation Disconnected from Its Fundamentals

Model Portfolios Outperform in 1Q17

Our model portfolios offer clients multiple strategies to outperform in good and bad markets.

Filing Season Finds: 10-K Filing Season Recap

Our robo-analyst technology read 2,139 10-K filings and collected 49,862 data points. Our analyst team used this data to make 49,862 adjustments (worth $16.1 trillion) to GAAP results.

2Q17 Style Ratings for ETFs & Mutual Funds

See the fund style ranks for 2Q2017.

Upcoming Research

Coverage Updates

  • 134: 10-Qs parsed since Apr 1.
  • 151: 10-Ks parsed since Apr 1.
  • 222: stocks & mutual funds added to coverage universe over the last 3 months.

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