Calling a Market Top 

Our core earnings show investors have pushed stocks up too indiscriminately.

A Valuation Beyond Realistic

Fiduciaries should consider the fundamentals of this popular stock.

Most Attractive Stocks: Model Portfolio Update

18 new stocks make this month’s Model Portfolio.

Most Dangerous Stocks: Model Portfolio Update

17 new stocks make this month’s Model Portfolio.

Focus List Stocks – Short: Model Portfolio Update

See the latest update to this Model Portfolio.

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The Most Dangerous Stock in the Market: CNBC Interview

We explain for all investors, particularly fiduciaries, just how extreme the risk in Tesla is.

Tesla: The Most Dangerous Stock for Fiduciaries

We've updated our original report (published 8/18/20) to reflect Tesla’s 5:1 stock split.

Featured Stock in Dividend Growth Stocks Model Portfolio

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

September 2020 Stock Picking Accolades

SumZero ranks us #6 in Consumer Staples.

Don't Forget to Vote!

Vote for us in the "Best Investment Research Tech" and "Best Financial Research Company" categories.

Barron's Features Our Recent Long Idea

Get our analysis of this chocolate and candy maker's fundamentals and valuation.

Danger Zone Podcast: 8/24/20: Hitch Your Ride Elsewhere

When a stock price implies owning over 100% of the available market, risk is too high for fiduciaries.

Upcoming Research

Coverage Updates

  • 18: 10-Qs parsed since Sept 1.
  • 10: 10-Ks parsed since Sept 1.
  • 128: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.

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