Long Idea: An Oasis in the Desert of Small Cap Funds

This fund has the high quality holdings to continue to outperform and earn its fees.

Safest Dividend Yields: Model Portfolio Update

Three new stocks make this month’s portfolio. The portfolio offers an average dividend yield of 7.3%.

New Stocks on Exec Comp Aligned With ROIC: Model Portfolio Update

Get a free look at one of the new stocks on this month’s model portfolio.

Value Investing Isn’t Dead: MarketWatch Op/Ed

We think today’s market is the best in many years for real value investors, those whose research goes beyond the income statement.

What Happens When You Get ROIC Wrong

Return on invested capital is the most intuitive measure of corporate performance, but only if it is calculated correctly.

Embracing Robo-Analyst Technology

David Trainer sat down with Thomson Reuters’ David Duffy to discuss how Robo-Analyst technology can help investors and advisors out-perform with lower costs.

Traditional ‘Bricks and Mortar’ Pave Amazon’s Path Into Groceries

With the Whole Foods deal, Amazon opens a new front in its quest to dominate all retail distribution.

“Netflix’s stock is worth only about one-third of where it trades today”

Our op/ed featured on MarketWatch shows why the Netflix business model is unsustainable.

Upcoming Research

Coverage Updates

  • 203: 10-Qs parsed since June 1.
  • 56: 10-Ks parsed since June 1.
  • 210: 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 why investors should take note of this undervalued Health Care stock.

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