Key Takeaways From Banks’ 2Q21 Earnings: Bloomberg TV
We joined Bloomberg Markets: America on Tuesday, July 13.
Matt Shuler, Investment Analyst II
BAC
Matt Shuler, Investment Analyst II
These Stocks Remain Undervalued Post 1Q21 Earnings
We’re reiterating three Long Ideas that recently reported calendar 1Q21 earnings.
Matt Shuler, Investment Analyst II
The Real Winner of the Fintech Micro-Bubble
We think investors are not seeing the value in how this firm is leveraging technology to strengthen its deep competitive advantages over fintech start-ups.
Matt Shuler, Investment Analyst II
Featured Stocks in June’s Most Attractive/Most Dangerous Model Portfolios
See two of the featured stocks from this month’s model portfolios.
Kyle Guske II, Senior Investment Analyst, MBA
Holdings-Based Diligence Reveals a Dividend Champion
We think increased appreciation for holdings quality research will make the market more efficient by pushing capital towards funds like this one that holds highly profitable and undervalued stocks.
Sam McBride
Tax Reform Losers: Companies with Deferred Tax Assets
Most public companies should benefit from the new tax law but some of the biggest losers will be companies with large deferred tax assets (DTAs).
Sam McBride
How the Fiduciary Rule Can Make You Money
With full implementation scheduled for July 2019, figuring out how to deal with the fiduciary rule is the top priority for many firms and advisors. Here’s how you turn this regulatory bombshell to your advantage.
Sam McBride
Betting on the Future of Wealth Management
This wealth management business delivers consistent profitability and has invested in technology to fuel significant growth.
Sam McBride
Big Banks Will Win the Fintech Revolution
Large incumbent financial firms will continue to control the bulk of the value in the industry, but the structure of the value chain and the way these firms compete will change drastically.
Sam McBride
Taking GAAP Earnings at Face Value Puts Investors at Risk
The more investors understand about how GAAP net income omits valuable information, the better equipped they are to find truly hidden gems, or those companies with growing economic earnings and undervalued stock prices.
Kyle Guske II, Senior Investment Analyst, MBA
Fiduciary Rule Delayed, But Its Impact Remains
Despite over 92% of the 193,000 comment letters opposing delay, the Department of Labor’s Fiduciary Rule has been officially delayed until June 9. No matter the legalities, investor awareness is higher.
Kyle Guske II, Senior Investment Analyst, MBA
Fiduciary Duty Can’t Be Killed
Striking the fiduciary rule down could make it, in the words of Obi-Wan Kenobi, “more powerful than you can possibly imagine.”
Sam McBride
The Truth Behind The Push To Delay The Fiduciary Rule
The Department of Labor’s fiduciary rule is under fire again. Essentially, those opposing the rule are saying that fulfilling a fiduciary standard—acting in the best interests of their clients—is too costly to work with their business model.
Kyle Guske II, Senior Investment Analyst, MBA
There’s No Getting Out Of Fiduciary Duties
We think investors’ expectation for the fiduciary standard is here to stay no matter what the official rules say -- and those investors will increasingly demand that their advisers apply to their non-retirement accounts too.
Sam McBride
The Future of Wealth Management And Morgan Stanley’s $28 Billion Opportunity
The big banks still have significant advantages. Their brand names, financial capital, advisor networks, and large client bases give them the opportunity to leverage the innovations of startups and become the biggest winners in this new wealth management model.
Sam McBride
Invested Capital: Explanation & Examples
We calculate invested capital in two mathematically equivalent ways: financing and operating approach. Figure 1 shows the basic calculations. On page 2, we share the complete calculations for specific companies.
Kyle Guske II, Senior Investment Analyst, MBA
Long Idea: Wells Fargo & Company (WFC)
In the search for safe investments in today’s volatile markets, investors should focus on companies that have a history of creating shareholder value, the ability to earn quality returns on capital, and an undervalued stock. This week’s Long Idea, Wells Fargo & Company (WFC) not only fits the description of a safe investment, but its shares are also greatly undervalued.
Kyle Guske II, Senior Investment Analyst, MBA
Why the Fed’s Stress Test Isn’t a Stamp of Approval for Investors
In this podcast, CEO David Trainer will explain why many of the big banks will not be as good investments now as they have been in the past.
David Trainer, Founder & CEO
David Trainer Explains Why Big Banks Are No Longer an Attractive Investment
David Trainer discusses why big banks are no longer an attractive investment.
David Trainer, Founder & CEO
How To Avoid the Worst Sector ETFs
Picking from the multitude of sector ETFs is a daunting task.
David Trainer, Founder & CEO