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.
Check your inbox for special Labor Day savings!
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
- New Long Idea: 9/9/20
- Exec Comp Aligned with ROIC: Model Portfolio Update: 9/16/20
- Safest Dividend Yields: Model Portfolio Update: 9/23/20
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.