Long Ideas: Finding Gold in Footnotes
These three stocks look even more attractive after our analysis of their recently-filed 10-Ks.
Safest Dividend Yields: Model Portfolio Update
11 new stocks make this month’s model portfolio.
Real Vision TV Interview: A Top Long Idea
David Trainer explains the benefits of focusing on ROIC and who will win the "streaming wars".
Danger Zone: Misleading Fundamental Screens
Traditional metrics fail to identify the risk of owning these expensive stocks.
Featured Stock in Exec Comp Aligned with ROIC Model Portfolio
Get a free look at one of the stocks in this month's portfolio.
Sign Up for Our Next Webinar: March 5
Interactive Broker’s education team will feature how to use our research to understand "The Pitfalls of Relying on P/E Ratios" on 3/5 at 12pm ET.
The Real Earnings Season Starts Now
See critical details we uncover in the footnotes of annual reports to reveal true earnings.
Filing Season Finds: February 20
1,599 forensic accounting adjustments from 89 10-Ks with a value of $1.3 trillion. See what we found in The Chemours Company's (CC) 10-K.
Filing Season Finds: February 21
1,691 forensic accounting adjustments from 79 10-Ks with a value of $909 billion. See what we found in Tesla's (TSLA) 10-K.
Filing Season Finds: February 22
1,868 forensic accounting adjustments from 80 10-Ks with a value of $1.3 trillion. See what we found in Lending Club' (LC)s 10-K.
Get Sector Data with our Updated API & Excel Add-In
Easily embed our sector & industry ratings and metrics into your workflow. For Institutional clients only.
Danger Zone Podcast: 2/11/19: A Fund with a Flawed Investment Process
Too much allocation to low-quality overvalued stocks and not enough to high-quality undervalued stocks.
Upcoming Research
- Danger Zone: 2/25/19
- Long Idea: 2/27/19
- Dividend Growth Stocks: Model Portfolio Update: 2/27/19
- Most Attractive/Most Dangerous Stocks: Model Portfolio Update: 3/6/19
Coverage Updates
- 303: 10-Qs parsed since Feb 1.
- 443: 10-Ks parsed since Feb 1.
- 101: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.