3 Long Ideas to Get Thru a Bear Market
Strong competitive advantages and valuations with margins of safety.
Exec Comp Aligned with ROIC: Model Portfolio Update
Three new stocks make this month’s model portfolio.
Getting Clients the Truth About Misleading Accounting Earnings
The TD Ameritrade network features our analysis of the misleading rise in accounting earnings.
Debt to Equity Ratios Will Explode for These Stocks
Imminent changes in accounting rules will add $3 trillion of debt to balance sheets. Be prepared.
This Outdated Valuation Metric Misleads Investors
Investors need modern valuation tools to handle the deterioration in accounting data.
Featured Stocks in Most Attractive/Most Dangerous Model Portfolios
Get a free look at two of the stocks in this month's portfolios.
Barron's Features Our Stock Picking
Barron's likes our Long Idea – this stock “could hold 30% upside…”
Barron's Features Our Robo-Analyst
Barron's features the importance of our Robo-Analyst technology to the future of investing.
Danger Zone Podcast: Price-to-Book is Misleading
Accounting loopholes make this old school metric a poor measure of value.
Upcoming Research
- New Danger Zone: 12/17/18
- New Long Idea: 12/19/18
- Safest Dividend Yields: Model Portfolio Update: 12/20/18
- Dividend Growth Stocks: Model Portfolio Update: 12/28/18
Coverage Updates
- 108:10-Qs parsed since Dec 1.
- 26:10-Ks parsed since Dec 1.
- 74: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.