Growing Inside and Outside the (Retail) Box
This winner of the Retail Apocalypse is positioned for continued success.
Don’t Get Run Over by Rivian’s IPO
Rivian’s valuation implies it will produce 4x the F-150s sold in 2020. Good luck.
Don’t Buy a Fund Based on Its Cover
This fund’s holdings don’t match its stated style and methodology.
Safest Dividend Yields: Model Portfolio Update
Three new stocks make this month’s Model Portfolio.
Focus List Stocks – Short: Model Portfolio Update
Focus List Stocks – Short: Model Portfolio Update.
Featured Stock in Exec Comp & ROIC Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Cheap Funds Dupe Investors - 4Q21
Get the best of both worlds: cheap funds with high quality holdings.
Analyzing the Current Market Environment: CNBC
The risks of overstated earnings and poor capital allocation.
Disney Vs. Netflix Earnings: Cheddar News
Disney has cash flow and content monetization advantages over Netflix.
4Q21 Style Ratings for ETFs and Mutual Funds
See where each style ranks for the fourth quarter of 2021.
4Q21 Style Ratings Recap
Read our analysis of each style for 4Q21.
The best ETFs & mutual funds in each sector & style in 4Q21.
How to Find the Best Sector ETFs
How to Find the Best Sector Mutual Funds
How to Find the Best Style ETFs
How to Find the Best Style Mutual Funds
The worst ETFs & mutual funds in each sector & style in 4Q21.
How to Avoid the Worst Sector ETFs
How to Avoid the Worst Sector Mutual Funds
How to Avoid the Worst Style ETFs
How to Avoid the Worst Style Mutual Funds
Danger Zone Podcast: 10/11/21: Companies Likely to Miss 3Q21 Earnings
Our proprietary Core Earnings research reveals 5 companies with overstated Street estimates.
Upcoming Research
- Danger Zone: 10/25/21
- Long Idea: 10/27/21
- Dividend Growth Stocks: Model Portfolio Update: 10/28/21
- Most Attractive/Most Dangerous: Model Portfolio Update: 11/3/21
Coverage Updates
- 89: 10-Qs parsed since Oct 1.
- 36: 10-Ks parsed since Oct 1.
- 136: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.
- 9: IPOs added to coverage universe over the last 3 months.