Long Idea: A Winning Acquisition
A rare acquisition that’s a winner for a stock with significant upside potential.
Exec Comp Aligned with ROIC: Model Portfolio Update
One new stock makes this month’s model portfolio.
Focus List Stocks – Short: Closing a Position
See which position we closed. (for Pro and higher members)
Recruiting New Analysts!
We’re seeking exceptional recent graduates interested in the equity capital markets for analyst positions. Training begins in the summer of 2019.
Position Close Update: Cisco Systems (CSCO)
New information drives an update to this successful Long Idea.
Position Close Update: Sears Holdings (SHLD)
New information drives an update to this successful Danger Zone pick.
Avoid Mutual Funds with Excessive Fees
It’s almost impossible for these funds to outperform because of their costs.
4Q18 Sector Ratings for ETFs and Mutual Funds
See where each sector ranks for the fourth quarter of 2018.
Basic Materials
Consumer Cyclicals
Consumer Non-cyclicals
Energy
Financials
Healthcare
Industrials
Real Estate
Technology
Telecom Services
Utilities
4Q18 Sector Ratings Recap
Read our analysis of each sector for 4Q18.
4Q18 Style Ratings for ETFs and Mutual Funds
See where each sector ranks for the fourth quarter of 2018.
Danger Zone Podcast: The Most Expensive Mutual Funds
These funds charge some of the highest fees out of the 7500+ funds under coverage.
We've Updated our Privacy Policy
Our Privacy Policy lets you better understand what information we collect and how we handle it.
Upcoming Research
- New Danger Zone: 10/22/18
- New Long Idea: 10/24/18
- Safest Dividend Yields: Model Portfolio Update: 10/24/18
- Dividend Growth Stocks: Model Portfolio Update: 10/31/18
Coverage Updates
- 97: 10-Qs parsed since Oct 1.
- 35: 10-Ks parsed since Oct 1.
- 121: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.