Micro-Bubble Winners And Losers
Stocks that will win and stocks that will lose.
The Paradigm Shift to Self-Directed Portfolio Construction
Investors no longer need to pay anyone to bundle securities.
Dividend Growth Stocks: Model Portfolio Update
Eight new stocks make this month’s Model Portfolio.
Focus List Long: Model Portfolio Update
See the latest update to this Model Portfolio.
Featured Stock in Safest Dividend Yields Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Position Close Update: GameStop (GME)
After an 1,100% rise in price, the stock presents too much risk versus reward.
Cheap Funds Dupe Investors - 1Q21
Get the best of both worlds: cheap funds with high quality holdings.
The best ETFs & mutual funds in each sector & style in 1Q21.
How to Find the Best Sector ETFs
How to Find the Best Sector Mutual Funds
How to Find the Best Style ETFs
How to Find the Best Style Mutual Funds
The worst ETFs & mutual funds in each sector & style in 1Q21.
How to Avoid the Worst Sector ETFs
How to Avoid the Worst Sector Mutual Funds
How to Avoid the Worst Style ETFs
How to Avoid the Worst Style Mutual Funds
Danger Zone Podcast: 1/19/21: These Outperforming Shorts Could Fall Further
A look at three blowups we predicted during 2020.
Upcoming Research
- New Danger Zone: 2/1/21
- New Long Idea: 2/3/21
- Most Attractive/Most Dangerous: Model Portfolio Update: 2/3/21
- Exec Comp Aligned with ROIC: Model Portfolio Update: 2/12/21
Coverage Updates
- 176: 10-Qs parsed since Jan 1.
- 75: 10-Ks parsed since Jan 1.
- 85: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.