ICYMI: Rise of The Robo-Analyst, Unrivaled Auditability of Research, Model Portfolio Updates, Rating Name Changes & A Barron’s Feature

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

Easily update your email preferences from the Dashboard page.

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

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.

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