More Post Earnings Long Ideas
A fresh look at 6 Long Ideas that recently reported earnings.
An Audio Streaming Loser
The looming disconnect between two audio streaming stocks.
Can You Make Coin in This IPO?
IPO valuation implies this niche firm becomes largest exchange in the world.
Most Attractive Stocks: Model Portfolio Update
31 new stocks make this month’s Model Portfolio.
Most Dangerous Stocks: Model Portfolio Update
18 new stocks make this month’s Model Portfolio.
Study Reveals Problems With Traditional Data & Research
Harvard & MIT document the magnitude of the problems and the importance of fixing them.
Credit Ratings Now Available for 2,750+ Companies
Get ratings based on more reliable data proven superior to traditional providers.
Important Details Buried in Financial Filings
We found unusual items in the filings of Dropbox and several other companies.
March 2021 Stock Picking Accolades
SumZero ranks us #2 for Long ideas over the TTM.
How to Manage Risk in the Current Market - Fox Business
Keep your portfolio safe by avoiding the problems with traditional research.
Finding Value in a Rising Rate Environment - TDA Network
We discuss the two types of inflation and attractive Financials stocks.
Featured Stock in Dividend Growth Stocks Model Portfolio
Get a free look at one of the stocks in this month's model portfolio.
Position Close Update: The Michaels Companies (MIK)
As a result of a pending acquisition, we are closing this long position.
Danger Zone Podcast: 2/22/21: Time to Read Filings & Footnotes
Traditional earnings measures are off by ~20% on average.
Upcoming Research
- New Danger Zone: 3/8/21
- New Long Idea: 3/10/21
- Exec Comp Aligned with ROIC: Model Portfolio Update: 3/12/21
- Safest Dividend Yields: Model Portfolio Update: 3/19/21
Coverage Updates
- 35: 10-Qs parsed since Mar 1.
- 608: 10-Ks parsed since Mar 1.
- 65: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.
- 11: IPOs added to coverage universe over the last 3 months.