Long Idea: Find Value Where Others Don’t

This ETF deserves its “value” moniker when most don’t.

Most Attractive Stocks: Model Portfolio Update

16 new stocks make this month’s model portfolio.

Most Dangerous Stocks: Model Portfolio Update

15 new stocks make this month’s model portfolio.

Get the best fundamental research

TD Ameritrade Education Webinar: "Modern Value Investing"

The difference between accounting and economic earnings can make or break your portfolio.

Danger Zone: Three Value Traps

Falling P/E ratios for these stocks give investors the wrong impression.

Featured Stock in Dividend Growth Stocks Model Portfolio

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

February 2019 Stock Picking Accolades

Sum Zero ranks us #1 in Healthcare, #4 in Industrials, and #7 in Consumer Staples over the last twelve months.

Position Close Update: Snap Inc. (SNAP)

New information drives an update to this successful Danger Zone pick.

The best ETFs & mutual funds in each sector & style in 1Q19.

How to Find the Best Sector ETFs

How to Find the Best Style ETFs

How to Find the Best Sector Mutual Funds

How to Find the Best Style Mutual Funds

The worst ETFs & mutual funds in each sector & style in 1Q19.

How to Avoid the Worst Sector ETFs

How to Avoid the Worst Style ETFs

How to Avoid the Worst Sector Mutual Funds

How to Avoid the Worst Style Mutual Funds

Danger Zone Podcast: Avoid These "Cheap" Stocks

Flawed valuation metrics make these stocks look cheap when they're actually getting more expensive.

Upcoming Research

Coverage Updates

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