Closing Certain Long Ideas
We believe there are better opportunities.
Diamond in the Semiconductor Rough
We love this picks-and-shovels business.
Dividend Growth Stocks: Model Portfolio Update
Three new stock makes this month’s Model Portfolio.
Focus List Stock: Long: Model Portfolio Update 1/24/24
See the updates.
Featured Stock in Safest Dividend Yields Model Portfolio
Get a look at one of the stocks in this month’s Model Portfolio.
Cheap Funds Dupe Investors – 1Q24
Get the best of both worlds: cheap funds with high-quality holdings.
1Q24 Style Ratings for ETFs and Mutual Funds
See where each style ranks for the first quarter of 2024.
All Cap Blend
All Cap Growth
All Cap Value
Large Cap Blend
Large Cap Growth
Large Cap Value
Mid Cap Blend
Mid Cap Growth
Mid Cap Value
Small Cap Blend
Small Cap Growth
Small Cap Value
1Q24 Style Ratings Recap
The best ETFs & mutual funds in each sector & style in 1Q24
How to Find the Best Sector ETFs
How to Find the Best Style ETFs
How to Find the Best Sector Mutual Funds
How to Find the Best Style Mutual Funds
The worst ETFs & mutual funds in each sector & style in 1Q24
How to Avoid the Worst Sector ETFs
How to Avoid the Worst Style ETFs
How to Avoid the Worst Sector Mutual Funds
How to Avoid the Worst Style Mutual Funds
Upcoming Research
- New Danger Zone: 1/29/24
- New Long Idea: 1/31/24
- Most Attractive/Most Dangerous Stocks: Model Portfolio Update: 2/2/24
- Exec Comp Aligned with ROIC: Model Portfolio Update: 2/15/24
- Q&A with our experts and other members of our Society of Intelligent Investors. Request an invite here.
Coverage Updates
- 180: 10-Qs parsed since Jan 1.
- 54: 10-Ks parsed since Jan 1.
- 239 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.