Long Idea: Get Value Instead of Chasing Momentum
This true value ETF offers more upside potential with less downside risk than momentum funds.
Dividend Growth Stocks: Model Portfolio Update
After outperforming last month, this portfolio gets 12 new stocks.
Robo-Analyst Named Finalist for Two 2018 Industry Awards
WealthManagement.com selects our Robo-Analyst as a finalist alongside other industry leaders such as Morningstar, Bloomberg, Envestnet, and more.
Focus List Stocks – Long: Model Portfolio Update
We added one stock to this Model Portfolio (for Pro and higher members).
Featured Stocks in Safest Dividend Yields Model Portfolio
Get a free look at one of the stocks in this month’s model portfolio.
Successful Danger Zone Pick Continues to Outperform
This pick has fallen nearly 80% and could still fall further as it heads to bankruptcy.
Real Vision TV Interview: Leading the Future of Retail
David Trainer provides a long form video interview for a recent Long Idea.
Upcoming Research
- New Danger Zone: 6/4/18
- New Long Idea: 6/6/18
- Most Attractive/Most Dangerous: Model Portfolio Update: 6/6/18
- Exec Comp Aligned with ROIC: Model Portfolio Update: 6/15/18
Coverage Updates
- 2175:10-Qs parsed since May 1.
- 185:10-Ks parsed since May 1.
- 164: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.