Don’t Get Hoodwinked by the Robinhood IPO
This IPO is alarmingly overpriced and a bad bet for investors.
Better Data Creates a Better Interest Coverage Ratio
Traditional, unscrubbed data produces misleading credit ratings.
Safest Dividend Yields: Model Portfolio Update
Eight new stocks make this month’s Model Portfolio.
Featured Stock in Exec Comp & ROIC Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Cheap Funds Dupe Investors - 3Q21
Get the best of both worlds: cheap funds with high quality holdings.
Position Close Update: Caterpillar (CAT)
We’re closing this long position that outperformed the market by 27%.
Position Close Update: ACI Worldwide (ACIW)
With limited downside remaining, we’re closing this successful short position.
The best ETFs & mutual funds in each sector & style in 3Q21.
How to Find the Best Sector ETFs
How to Find the Best Sector Mutual Funds
How to Find the Best Style ETFs
How to Find the Best Style Mutual Funds
The worst ETFs & mutual funds in each sector & style in 3Q21.
How to Avoid the Worst Sector ETFs
How to Avoid the Worst Sector Mutual Funds
How to Avoid the Worst Style ETFs
How to Avoid the Worst Style Mutual Funds
Danger Zone Podcast: 7/12/21: Don't Buy This Hot-Sector Fund
This mutual fund is filled with holdings that don’t provide attractive risk/reward.
Upcoming Research
- New Danger Zone: 7/26/21
- New Long Idea: 7/28/21
- Dividend Growth Stocks: Model Portfolio Update: 7/29/21
- Most Attractive/Most Dangerous: Model Portfolio Update: 8/4/21
Coverage Updates
- 71: 10-Qs parsed since Jul 1.
- 48: 10-Ks parsed since Jul 1.
- 57: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.
- 8: IPOs added to coverage universe over the last 3 months.