Why Robo-Analysts, Not Robo-Advisors, Will Transform Investing
The Robo-Analyst’s role in supporting investment advice is critical. Featured on The Financial Revolutionist.
Auditability Of Models: Unmatched and Unprecedented
We want clients to see how much work we do. See how you can audit our models back to the original 10-Ks.
Verint (VRNT) Research Featured in Barron’s
VRNT’s misleading use of non-GAAP metrics can’t hide worsening performance.
Safest Dividend Yields: Model Portfolio Update
Five new stocks make this month’s portfolio. The portfolio offers an average dividend yield of 7.5%.
New Stocks on Exec Comp & ROIC: Model Portfolio Update
Get a free look at one of the new stocks on this month’s model portfolio.
Changing Names, Not the Meaning, of our Ratings
We’ve made two changes to the names of our ratings. These changes have no impact on our underlying methodologies.
Update Your Email Preferences
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Danger Zone: Margins Are Misleading, ROIC Tells the Truth
Questionable acquisitions have ballooned the balance sheet while the implied profit growth embedded in the stock price has moved beyond reasonable expectations.
3Q17 Style Ratings for ETFs & Mutual Funds
See where each style ranks for the third quarter of 2017.
3Q17 Sector Ratings Recap
Read our analysis of each sector for 3Q17.
Upcoming Research
- Dividend Growth Stocks: Model Portfolio Update: 7/28/17
- Be on the lookout for our individual Style ratings for ETF & Mutual Funds
Coverage Updates
- 62:10-Qs parsed since July 1.
- 47:10-Ks parsed since July 1.
- 169: stocks & mutual funds added to coverage universe over the last 3 months.
Danger Zone Podcast: Undervalued Toy Maker
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about why investors should take note of this undervalued consumer goods stock.
Danger Zone Podcast: Avoid This Financials Stock
CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about the Financials stock in the Danger Zone this past week.