Long Idea: Biggest & Best
Biggest distribution, most market share, best margins, undervalued stock price.
Wells Fargo Securities Leverages our Best-in-Class Analytics
Mike Mayo’s report proves superiority of ROIC over ROE for financials.
An Early Gift for Advisors: How the Fiduciary Rule Makes You $
Here’s how you turn this regulatory bombshell to your advantage.
Focus List Stocks – Long: Model Portfolio Update
We added a new stock to this model portfolio (for Pro and higher members).
Exec Comp Aligned with ROIC: Model Portfolio Update
Two new stocks make this month’s portfolio.
Look for a special holiday offer delivered to your inbox soon!
Featured Stocks in Most Attractive/Most Dangerous Model Portfolios
Get a free look at two of the stocks in this month’s model portfolio.
Danger Zone: A Fund Not Worth Your Time
This fund is the worst in its category.
Upcoming Research
- Safest Dividend Yields: Model Portfolio Update: 12/21/17
- Dividend Growth Stocks: Model Portfolio Update: 12/28/17
Coverage Updates
- 224:10-Qs parsed since Dec 1.
- 59:10-Ks parsed since Dec 1.
- 404: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.
Danger Zone Podcast: Why Investors Should Skip this Fund
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about this fund’s low-quality holdings and high costs in this week’s Danger Zone segment.