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
- New Long Idea: 5/30/18
- Dividend Growth Stocks: Model Portfolio Update: 5/30/18
- Most Attractive/Most Dangerous: Model Portfolio Update: 6/6/18
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.