Get our lists of our 20 highest rated large/mid cap and 20 highest rated small cap stocks. Stocks make our most attractive lists because they have high quality economic earnings, high ROICs and cheap valuations based on our superior data.

Assets analyzed: Large/Mid Cap and Small Cap stocks

Strategy: Long, Value

Performance: 9.6% annualized return since inception vs 7.1% for the S&P 500 & Russell 2000 (as of 12/29/23)

Published: Monthly - first week of each month

Price: $2,995/year* or $300/month

* for best pricing give us a call

Protect your portfolio from blow ups! Get our lists of our 20 worst rated large/mid cap and 20 worst rated small cap stocks. Stocks make our most dangerous lists because they have misleading earnings, low ROICs and expensive valuations based on our superior data.

Assets analyzed: Large/Mid Cap and Small Cap stocks

Strategy: Short, Value

Performance: 6.2% outperformance in 2023 - (11.4%) return vs (17.6%) for shorting the S&P 500 & Russell 2000 (as of 12/29/23)

Published: Monthly - first week of each month

Price: $539/year or $49/month

This Model Portfolio identifies the roughly 20 large and small cap stocks with safer dividend yields because of strong free cash flows as measured by our superior data. The portfolio selects stocks with an Attractive or Very Attractive rating, a dividend yield greater than 3%, and positive free cash flow and economic earnings.

Assets analyzed: Large/Mid Cap and Small Cap stocks

Strategy: Long, Dividend & Free Cash Flow

Performance: 16.4% total returns in 2023 vs 26.0% for the S&P 500 (as of 12/29/23)

Published: Monthly - third week of each month

Price: $539/year or $49/month

This Model Portfolio identifies the 30 best of the best among dividend growth stocks based on their dividend growth track record and potential for future dividend growth. These stocks have an Attractive or Very Attractive rating, positive economic earnings and free cash flow, and increased dividends for at least 5 consecutive years and a dividend yield of at least 1%.

Assets analyzed: All Cap stocks

Strategy: Long, Dividend

Performance: 13.2% total return in 2023 vs 22.0% for the S&P 500 (as of 12/29/23)

Published: Monthly - fourth week of each month

Price: $539/year or $49/month

Each month, we select the best roughly 15 Attractive-or-better rated stocks that tie executive compensation to improvement in ROIC. When companies link executive compensation to the metrics that matter most to shareholder value, investors win. Stocks earn an Attractive-or-better rating when they have high quality earnings and cheap valuations.

Assets analyzed: All Cap stocks

Strategy: Long, Value

Performance: 19.9% return in 2023 vs 19.6% for the S&P 500 (as of 12/29/23)

Published: Monthly - second week of each month

Price: $6,000/year* or $600/month

* for best pricing give us a call

Our analyst team selects the best of our Long Ideas for this model portfolio, leveraging our superior fundamental data combined with qualitative insights from additional research. It is designed for investors who are focused on long-term capital appreciation. This is our premier, long model portfolio.

Assets analyzed: All Cap stocks

Strategy: Long, Value

Performance: Outperformed the S&P 500 by 28% since the start of 2021 (as of 12/29/23)

Published: Monthly

Price: $10,989/year or $999/month

Our analyst team selects the best of our Danger Zone for this model portfolio, leveraging our superior fundamental data combined with qualitative insights from additional research. It is designed for fiduciaries looking to better fulfill their duty of care, as well as investors looking to short stocks.. This is our premier, short model portfolio.

Assets analyzed: All Cap stocks

Strategy: Short, Value

Performance: Outperformed shorting the S&P 500 by 31% since the start of 2021 (as of 12/29/23)

Published: Monthly

Price: $10,989/year or $999/month