ICYMI: New Long Idea, Updated Model Portfolios, & New ETF & Mutual Fund Sector Ratings

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Long Idea: Undervalued Cash Flows Plus 7% Yield

The market is missing the value in this company’s e-commerce strategy and its growth potential.

Exec Comp Aligned With ROIC: Model Portfolio Update

Four new stocks make April’s portfolio. Last month, the portfolio (-0.4%) outperformed the S&P 500 (-1.3%).

New Stocks on Most Attractive/Most Dangerous: Model Portfolio Update

These Model Portfolios outperformed again last month. Get a free look at two stocks on the lists.

CNBC Interview: Can The Tech Sector Continue its Outperformance?

The Fiduciary Movement Is Undeterred

Discriminating investors want and will ask for better service. Make sure fulfillment of the Duty of Care is not a blind spot for your practice.

2Q17 Sector Ratings for ETFs & Mutual Funds

See where each sector ranks for the second quarter of 2017.

Information Technology Sector

See the five best and worst rated ETFs and mutual funds.

Materials Sector

See the five best and worst rated ETFs and mutual funds.

Telecom Services Sector

See the best and worst rated ETFs and mutual funds.

Utilities Sector

See the best and worst rated ETFs and mutual funds.

2Q17 Sector Ratings Recap

Read our analysis of each sector for 2Q17.

Upcoming Research

Coverage Updates

  • 73: 10-Qs parsed since Apr 1.
  • 117: 10-Ks parsed since Apr 1.
  • 222: stocks & mutual funds added to coverage universe over the last 3 months.

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