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May 18, 20200Comments

Earnings Distortion Scorecard: Week of 5/25/20-5/29/20

For the week of 5/25/20-5/29/20, we focus on the Earnings Distortion Scores for 22 companies.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
March 11, 20200Comments

Seek Strong ROICs in Turbulent Markets

If you want more confidence in your portfolio, then own companies with high ROICs.
by Kyle Guske II, Senior Investment Analyst, MBA
February 10, 20200Comments

Featured Stocks in February’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from this month’s model portfolios.
by Matt Shuler, Investment Analyst II
featured exec comp
August 21, 20190Comments

Featured Stock in August’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
April 12, 20190Comments

Featured Stocks in April’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from April 2019's model portfolios.
by Andrew Gallagher
December 12, 20180Comments

Featured Stocks in December’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from this month’s model portfolios.
by Kyle Guske II, Senior Investment Analyst, MBA
November 7, 20180Comments

Using ROIC To Find Safe Stocks in a Dangerous Market

We leveraged Robo-Analyst technology to scour the market to find five companies with strong cash flows, high returns on invested capital, and, best of all, undervalued stock prices. 
by Kyle Guske II, Senior Investment Analyst, MBA
October 9, 20180Comments

Featured Stocks in October’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from this month’s model portfolios.
by Kyle Guske II, Senior Investment Analyst, MBA
December 16, 20160Comments

New Stocks on Exec Comp & ROIC Model Portfolio: December 2016

Our Exec Comp Aligned With ROIC Model Portfolio (+8.1%) outperformed the S&P 500 (+3.3%) last month. Two new stocks make our Exec Comp Aligned With ROIC Model Portfolio this month.
by Kyle Guske II, Senior Investment Analyst, MBA
May 5, 20160Comments

Open Letter To Norway’s Sovereign Wealth Fund: Target Lions Gate Entertainment (LGF)

Norway’s Sovereign Wealth Fund announced that it is looking to restructure compensations plans at certain companies in its portfolio. As the fund looks for a company it can target, we offer a candidate: Lions Gate Entertainment (LGF).
by Sam McBride
Value Investor Research
April 21, 20160Comments

Beware Profiteers Masquerading As Activists

In this special report, we identify and provide specific examples of the red flags you should be on the lookout for when activist investors begin building a large position in a company.
by Sam McBride
March 14, 20160Comments

Danger Zone: Traditional Corporate Consulting

Those consultants who adopt cutting-edge tools will experience more success than those that remain wedded to older, more manual techniques. It’s time we place Traditional Corporate Consulting in the Danger Zone.
by Kyle Guske II, Senior Investment Analyst, MBA
Purpose of Stock Market
January 29, 20166Comments

ROIC: The Paradigm For Linking Corporate Performance To Valuation

It’s incredible that corporate executives and the market as a whole continue to depend on such flawed numbers when we already have a measure that is clearly linked with value creation: return on invested capital (ROIC).
by David Trainer, Founder & CEO
New Constructs
December 2, 20150Comments

High ROIC Stocks Outperformed in 2008

What do these companies have in common? They are the only surviving S&P 500 stocks to rise 10% or more in 2008. In the midst of a collapsing market and the subsequent damage, these seven stocks made good money for investors.
by Sam McBride
April 21, 20150Comments

No Replacements Needed, This Stock is a Winner

This week's Hot Stock, AutoZone (AZO), a distributor and retailer of automotive replacement parts and accessories has long been a favorite stock of ours.
by Kyle Guske II, Senior Investment Analyst, MBA
January 14, 20150Comments

Add the Best Consumer Discretionary Stocks to Your Portfolio

The Consumer Discretionary sector ranks fourth out of the 10 sectors for the first quarter of 2015 and receives our Neutral rating. The Consumer Discretionary sector as a whole underperformed the S&P 500 in 2014, rising 9% to the S&P’s 12%.
by Kyle Guske II, Senior Investment Analyst, MBA
April 25, 20140Comments

Mid Cap Growth Style

The Mid Cap Growth style ranks ninth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
by David Trainer, Founder & CEO
February 14, 20140Comments

AutoZone: The Best Bet In Automotive Retail

We closed this Long Idea on January 16, 2015. See the associated position close report here. This year’s unusually cold winter has been a source of frustration for drivers, but
by David Trainer, Founder & CEO
January 30, 20140Comments

Our Outlook For Stocks in 2014

The bull market received a bit of a scare last week as the S&P 500 fell almost 3%, the biggest single week loss since 2012. The market seems to have
by David Trainer, Founder & CEO
October 28, 20132Comments

Danger Zone 10/28/13: Consumer Discretionary Mutual Fund Managers and ETF Providers

Consumer Discretionary mutual fund managers and ETF providers are in the Danger Zone this week. They do the worst job of picking stocks out of all the sectors. The quality of the funds and ETFs in the Consumer Discretionary sector is the worst of all sectors compared to the quality of the stocks available to them.
by David Trainer, Founder & CEO
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