ICYMI: Questions for Morningstar, Black Friday Savings, Model Portfolio Updates, Don’t Fall for Accounting Tricks, & Keynote Speech at St. Louis CFA Society

Questions Remain for Morningstar

We welcome Morningstar’s reply to our recent article. Investors deserve answers to two key questions.

Black Friday Savings

Be sure to check your email for special Black Friday savings!

Safest Dividend Yields: Model Portfolio Update

Seven new stocks make this month’s portfolio.

Featured Stocks in Exec Comp Aligned with ROIC Model Portfolio

Get a free look at one of the stocks in this month’s model portfolio.

Danger Zone: Misleading Earnings & Revenue

Don’t fall for accounting tricks that cover up the decline of this business.

Save the Date: St. Louis CFA Society: Nov. 29

David Trainer will discuss how FinTech affects investing and your practice. Register today!

Upcoming Research

Coverage Updates

  • 1,829:10-Qs parsed since Nov 1.
  • 73:10-Ks parsed since Nov 1.
  • 438: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.

Danger Zone Podcast: How Acquisitions Destroy Shareholder Value

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about this firm’s poor acquisition and its impact on shareholder value in this week’s Danger Zone segment.

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