Long Idea: Finding Growth and Value
High ROIC, double digit revenue growth, & a cheap valuation.
Dividend Growth Stocks: Model Portfolio Update
Nine new stocks make this month’s portfolio.
Featured Stocks in Safest Dividend Yields Model Portfolio
Get a free look at one of the stocks in this month’s model portfolio.
Position Update: NVR Inc. (NVR)
Reaffirming our pick after a 59% return.
Closing Successful Long Idea: Orbotech (ORBK)
60% return since publishing.
Upcoming Research
- Most Attractive/Most Dangerous: Model Portfolio Update: 12/6/17
- Exec Comp Aligned with ROIC: Model Portfolio Update: 12/15/17
Coverage Updates
- 1,941:10-Qs parsed since Nov 1.
- 150:10-Ks parsed since Nov 1.
- 432: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.
Danger Zone Podcast: How the Danger Zone Lands in the Danger Zone
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our new Focus List Model Portfolio and its Danger Zone influence in this week’s Danger Zone segment.