Operating Lease Disclosures: Best & Worst Practices
Examples of good, bad, ugly, and even non-compliant operating lease disclosures.
Don’t Get Snowed In by the Hype for This Recent Tech IPO
Think twice before following the Oracle of Omaha into this stock.
Most Attractive Stocks: Model Portfolio Update
8 new stocks make this month’s Model Portfolio.
Most Dangerous Stocks: Model Portfolio Update
3 new stocks make this month’s Model Portfolio.
Focus List Stocks – Short: Model Portfolio Update
See the latest update to this Model Portfolio.
Only One S&P 500 Sector Trades Below Its Economic Book Value
An in-depth look at the price-to-economic book value ratio for the S&P 500 and its sectors from 2004-present.
Featured Stock in Dividend Growth Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Earnings Distortion Scorecard: Week of 10/12/20-10/16/20
We focus on the Earnings Distortion Scores for 42 companies.
Vote for us in the "Best Investment Research Tech" category
Vote for us in the "Best Financial Research Company" category
Position Close Update: Tuesday Morning (TUESQ)
A successful Danger Zone pick.
Danger Zone Podcast 9/29/20: A Cloudy Forecast for This Firm's Future
Entrenched competition is well-positioned to take more market share, but the stock is priced for just the opposite.
Upcoming Research
- New Danger Zone: 10/12/20
- New Long Idea: 10/14/20
- Exec Comp Aligned With ROIC: Model Portfolio Update: 10/15/20
- Safest Dividend Yields: Model Portfolio Update: 10/21/20
Coverage Updates
- 52: 10-Qs parsed since Oct 1.
- 16: 10-Ks parsed since Oct 1.
- 76: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.