IPO Coverage: Uber
Rational minds do not disagree. Clearly, not everyone is rational.
IPO Coverage: Pinterest
This IPO is an “undercorn” for a reason. Don’t bail out the private equity investors.
Long Idea: Traditional Metrics Miss this Gem
Reported results hide real profit growth for this firm.
Safest Dividend Yields: Model Portfolio Update
Four new stocks make this month’s model portfolio.
Webinar Series – Interactive Brokers Education
Register for our webinars on May 7, June 18 and July 16 - all at 12pm ET.
Webinar Series – TD Ameritrade Education
Watch our webinars on May 7, June 4 and July 16 - all at 6pm ET.
Uber IPO - Our Interview with TD Ameritrade Network
And, you thought LYFT was bad…
Pinterest IPO - Our Interview with Yahoo Finance
Not as bad as LYFT or UBER, but still not good.
Just A Few Firms Account For 100% Of Core Cash Flow Growth
Excluding a few super profitable companies, no one else made any real money in 2018.
Danger Zone: Another Popular Valuation Shortcut
This common valuation multiple misleads investors, especially for this stock.
Featured Stock in Exec Comp Aligned with ROIC Model Portfolios
Get a free look at one of the stocks in this month's portfolio.
2Q19 Sector Ratings Recap
Read our analysis of each sector for 2Q19.
Danger Zone Podcast: 4/8/19: Misaligned Incentives are a Time Bomb
While executives earn big bonuses, shareholder value is squandered.
Upcoming Research
- New Danger Zone: 4/22/19
- New Long Idea: 4/24/19
- Dividend Growth Stocks: Model Portfolio Update: 4/26/19
- Most Attractive/Most Dangerous: Model Portfolio Update: 5/2/19
Coverage Updates
- 119: 10-Qs parsed since Apr 1.
- 155: 10-Ks parsed since Apr 1.
- 108: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.