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Get a five-year history of the adjustments we make from key details found in the footnotes and MD&A of financial filings for each stock in your portfolio. See the number of adjustments, total dollar value of adjustments and as a percent of market cap and more, per image below.  

Get detailed breakdowns of the income statement adjustments, balance sheet adjustments, and stock valuation adjustments. Expanding each of these sections will provide up to five years of history as well as key details such as the number and size of the most notable adjustments for NOPAT, invested capital, and valuation. See image below.

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Our Investment Recommendation Summary, our Risk/Reward rating history, and market statistics, such as P/E, shares outstanding, and stock performance over different timeframes were already available.

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This article originally published on September 4, 2019.

Disclosure: David Trainer, Sam McBride, and Kyle Guske II receive no compensation to write about any specific stock, sector, style, or theme.

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