Focus on the Cash, Not the Noise
Cost advantages will keep this cash-generating machine running.
Don’t Trust 1H22 Earnings
S&P 500 managers sandbagged 1H EPS to boost 2H EPS comps.
Exec Comp Aligned with ROIC: Model Portfolio Update
Two new stocks make this month’s Model Portfolio.
#1-Ranked Stock Picker for September
We rank #1 All-Time, Long, Short, and in 8 other categories.
Get the Full List of Zombie Stocks
Zombie stocks have outperformed as shorts and all could go to $0.
Upcoming Research
- New Danger Zone pick: 9/19/22
- New Long Idea: 9/21/22
- Safest Dividend Yields: Model Portfolio Update: 9/21/22
- Dividend Growth Stocks: Model Portfolio Update: 9/29/22
Coverage Updates
- 172: 10-Qs parsed since Sep 1.
- 44: 10-Ks parsed since Sep 1.
- 77: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.