Model Portfolio Update: Most Attractive Stocks
Subscribers get the latest list of Most Attractive Stocks.
Model Portfolio Update: Most Dangerous Stocks
The Most Dangerous Stocks outperformed as a short portfolio last month: -0.8% vs the S&P 500 +0.4%.
Webinar: Solving The Biggest Problem w/ Implementing the Fiduciary Rule
Learn our unique solution for implementing a fiduciary level of service.
This Energy Fund Should Be Avoided
Sky-high fees, exorbitant turnover, and overvalued holdings land this fund in the Danger Zone.
The $7.0 Trillion+ Opportunity In the Russell 3000
Learn how Russell 3000 companies can unlock over $7.0 trillion via enterprise value optimization.
The $1.0 Trillion+ Opportunity in Working Capital Optimization in the Russell 3000
Russell 3000 companies can free up between $600 billion to $1 trillion by optimizing working capital.
The $700 Billion+ Opportunity In the Technology Sector
Learn how Tech sector companies can unlock over $7.0 trillion via enterprise value optimization.
Upcoming Research
- Model Portfolio Update:Exec Comp Aligned With ROIC 2/15/17.
- Look for a new Long Idea next week.
- A new Danger Zone will be published on 2/6/17.
Coverage Updates
- 40:10-Qs parsed since Feb 1.
- 11:10-Ks parsed since Feb 1.
- 180: Stocks & mutual funds added to coverage universe over the last 3 months.
Danger Zone Podcast
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our latest Danger Zone pick.
Style Ratings Recap 1Q17: Best and Worst ETFs & Mutual Funds
Quick and easy access to our 1Q17 analysis of each style.
All Cap Blend Style 1Q17: Best and Worst ETFs & Mutual Funds
Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.
All Cap Growth Style 1Q17: Best and Worst ETFs & Mutual Funds
Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.
All Cap Value Style 1Q17: Best and Worst ETFs & Mutual Funds
Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.
Large Cap Blend Style 1Q17: Best and Worst ETFs & Mutual Funds
Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.
Large Cap Growth Style 1Q17: Best and Worst ETFs & Mutual Funds
Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.
Large Cap Value Style 1Q17: Best and Worst ETFs & Mutual Funds
Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.
Mid Cap Blend Style 1Q17: Best and Worst ETFs & Mutual Funds
Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.
Mid Cap Growth Style 1Q17: Best and Worst ETFs & Mutual Funds
Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.
Mid Cap Value Style 1Q17: Best and Worst ETFs & Mutual Funds
Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.
Small Cap Blend Style 1Q17: Best and Worst ETFs & Mutual Funds
Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.
Small Cap Growth Style 1Q17: Best and Worst ETFs & Mutual Funds
Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.
Small Cap Value Style 1Q17: Best and Worst ETFs & Mutual Funds
Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.