Long Idea: Timing Is Everything

Earnings understate profits, and the stock is cheap – for now.

Why Won’t the SEC Define “Fiduciary”?

Who else, but the SEC, to resolve the ambiguity around “fiduciary”?

Safest Dividend Yields: Model Portfolio Update

Nine new stocks make this month’s portfolio.

Focus List Stocks – Long: Model Portfolio Update

We added one and removed one stock from this Model Portfolio (for Pro and higher members).

Focus List Stocks – Short: Model Portfolio Update

We removed two stocks from this Model Portfolio (for Pro and higher members).

Featured Stocks in Exec Comp Aligned with ROIC Model Portfolio

Get a free look at one of the stocks in this month’s model portfolio.

IPO Research: This Payment Processor Soared in its Debut

Even before jumping 20% on its first day, this IPO earned our Unattractive rating. Get the details investors may have missed.

IPO Research: This Fintech Failed to Impress Investors

After opening below its IPO price, get the details investors may have missed from this IPO’s S-1 filing.

Danger Zone: Roll-Up Running out of Time

Artificially manufacturing EPS growth via acquisitions is not working any more.

Position Update: Etsy Inc. (ETSY)

New information drives an update to this Danger Zone pick.

Updated Performance Methodology: Focus List Model Portfolios

Now, we capture the impact of tickers removed from the Model Portfolios better.

Upcoming Research

Coverage Updates

  • 2075:10-Qs parsed since May 1.
  • 129:10-Ks parsed since May 1.
  • 154: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.

Danger Zone Podcast: Why This Industrials Firm is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about this firm’s value destroying roll-up scheme in this week’s Danger Zone segment.


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