Hype Is Out; Fundamentals Are In
This company’s competitive advantages will drive profits higher than the market expects.
A Boring Stock for a Scary Market
Strong free cash flow and long-term tailwinds will keep your portfolio out of the sick ward.
Dividend Growth Stocks: Model Portfolio Update
Six new stocks make this month’s Model Portfolio.
Focus List Stocks: Long – Model Portfolio Update
See the latest update to this Model Portfolio.
Focus on Fundamentals
Bad companies in a bad market are a really bad combination for your portfolio.
Low ROIC Stock to Avoid #1
Low ROIC Stock to Avoid #2
Featured Stock in Safest Dividend Yields Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Using Fundamentals to Navigate Turbulent Markets – Nasdaq TV
The importance of fundamentals in volatile markets.
Good Risk/Reward in the Market – Reuters
Expectations for future profits for these companies are too low.
Tesla: An Extremely Overvalued Stock – Reuters
Possible catalysts that could send the stock lower.
Cheap Funds Dupe Investors - 2Q22
Get the best of both worlds: cheap funds with high quality holdings.
The best ETFs & mutual funds in each sector & style in 2Q22.
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 2Q22.
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
Position Close Update: Diebold Nixdorf (DBD)
Given the outperformance as a short, we’re closing this Danger Zone pick.
Position Close Update: Cracker Barrel (CBRL)
With few opportunities to grow profits, we are closing this long position.
Danger Zone Podcast: 4/18/22: Is the End Near for Musk and Tesla?
While Musk is busy with Twitter, Tesla's problems are mounting.
Upcoming Research
- New Danger Zone pick: 5/2/22
- New Long Idea: 5/4/22
- Most Attractive/Most Dangerous: Model Portfolio Update: 5/4/22
- Exec Comp Aligned with ROIC: Model Portfolio Update: 5/13/22
Coverage Updates
- 277: 10-Qs parsed since Apr 1.
- 128: 10-Ks parsed since Apr 1.
- 122: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.