Long Ideas: Finding More Gold in Footnotes
Reported earnings understate economic earnings for these two stocks.
Dividend Growth Stocks: Model Portfolio Update
18 new stocks make this month’s model portfolio.
New Webinar Series - Interactive Brokers Education
Register for our webinars on March 5, April 16, May 7, June 18 and July 16 - all at 12pm ET.
New Webinar Series - TD Ameritrade Education
Watch our webinars on March 12, April 16, May 7, June 4 and July 16 - all at 6pm ET.
Danger Zone: Finding Danger in the Footnotes
Footnotes reveal risks in the quality of earnings of these companies.
Featured Stock in Safest Dividend Yields Model Portfolio
Get a free look at one of the stocks in this month's portfolio.
The Real Earnings Season Starts Now
See critical details we uncover in the footnotes of annual reports to reveal true earnings.
Filing Season Finds: March 1
4,041 forensic accounting adjustments from 175 10-Ks with a value of $1.4 trillion. See what we found in Rowan Company's (RDC) 10-K.
Filing Season Finds: February 28
3,500 forensic accounting adjustments from147 10-Ks with a value of $1.6 trillion. See what we found in Masimo Corporation's (MASI) 10-K.
Filing Season Finds: February 27
1,844 forensic accounting adjustments from 79 10-Ks with a value of $854 billion. See what we found in American Airlines' (AAL) 10-K.
Filing Season Finds: February 26
2,085 forensic accounting adjustments from 100 10-Ks with a value of $600 billion. See what we found in MicroStrategy's (MSTR) 10-K.
Filing Season Finds: Feb 19-24
8,004 forensic accounting adjustments from 364 10-Ks with a value of $5 trillion. See what we found in Verizon's (VZ) 10-K.
See our Presentation for Cornell's MBA FinTech Intensive
Watch the presentation of our Robo-Analyst to Cornell’s SC Johnson College of Business’ “Fintech Intensive."
Danger Zone Podcast: 2/19/19: Using ROIC To Find Dangerous Stocks
Two companies with companies with deteriorating cash flows, low returns on invested capital, and overvalued stock prices.
Upcoming Research
- New Danger Zone: 3/4/19
- New Long Idea: 3/6/19
- Most Attractive/Most Dangerous: Model Portfolio Update: 3/6/19
- Exec Comp Aligned with ROIC: Model Portfolio Update: 3/15/19
Coverage Updates
- 314: 10-Qs parsed since Feb 1.
- 1111: 10-Ks parsed since Feb 1.
- 84: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.