Pro Membership Video Tour

We are an independent research firm covering 3000 stocks, 400 ETFs and 7000 mutual funds. We specialize in deep forensic accounting and leverage technology to shine lights in the dark corners of corporate disclosures. Our goal is to provide clients with the best fundamental research in the business.

  1. “My Portfolio” tracking
    1. Allows you to build and track your portfolios (100 tickers across 5 portfolios), get alerted to ratings changes, and access investment reports on each holding.
  2. Stock, ETF, and mutual fund screeners
    1. Can be used to find investment opportunities through the use of filters for overall rating, key metrics such as ROIC, FCF yield PEBV, GAP, and sector or index.
  3. Monthly Model Portfolios
    1. Most Attractive Stocks and Most Dangerous Stocks
    2. Linking Executive Compensation to ROIC Stocks
    3. Best & Worst ETFs & Mutual Funds by Sector and Style
    4. These monthly portfolios have a healthy track record of outperformance.
  4. Access to all our Long Ideas
  5. All our free resources
    1. Including our Education section, general market commentary, and Danger Zone

Ready to start your Professional membership? Click here to sign up today.

Looking for more in depth access to our research tools? Contact us for information on our Institutional offerings.

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