Forward-Looking Fund Ratings Outperform

89% of Long Idea fund picks have beaten their benchmark since 2020.

Danger Zone Fund Picks Outperform Too

Danger Zone fund picks outperform their benchmark as shorts by 19%.

Safest Dividend Yields: Model Portfolio Update

Seven new stocks make this month’s Model Portfolio.

Get the Best Fundamental Research

Featured Stock in Exec Comp Aligned With ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.

Accounting Standards Review: May 2022

See how the latest accounting standards updates affect financial reporting.

Position Close Update: Rocket Companies (RKT)

We're closing this Danger Zone pick that outperformed as a short by 70%.

Danger Zone Podcast: 5/9/22: Data Centers Are Dinosaurs

Profitability and future growth prospects are falling for these companies.

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Coverage Updates

  • 1,891: 10-Qs parsed since May 1.
  • 50: 10-Ks parsed since May 1.
  • 139: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.

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