Teamwork: Top Picks in the Financial Sector
Though they’re not as quirky as the Seinfeld cast, our Long Idea picks in the Financials sector enjoy similar synergy.
Italo Mendonca
DFS
Italo Mendonca
Buy The Dip
This company boasts robust net interest income and loan growth and we think the valuation of the stock is overly depressed.
Italo Mendonca
Defense Is The Best Offense
Thi company is well positioned to weather a recession and to expand profit margins.
Italo Mendonca
Featured Stocks in October’s Most Attractive/Most Dangerous Model Portfolios
See two of the featured stocks from this month’s Most Attractive and Most Dangerous Stocks model portfolios.
Matt Shuler, Investment Analyst II
Discover Financial Services (DFS) – 6 reports
See all our reports on Discover Financial Services.
Kyle Guske II, Senior Investment Analyst, MBA
Superior Service and Exclusive Network Set This Company Apart
This company’s best-in-class customer service and extensive payment network insulate it from incumbents and disruptors.
Matt Shuler, Investment Analyst II
Featured Stock in October’s Dividend Growth Model Portfolio
Six new stocks made our Dividend Growth Stocks Model Portfolio this month. Get a free look at one of the stocks in the most recent portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
Best in Class Financial Services Stock Trading at A Discount
This highly profitable and growing financial company is currently trading at an unusually cheap valuation.
Sam McBride
Featured Stocks in February’s Dividend Growth Model Portfolio
Get a look at last month’s top performers and a featured stock from February’s Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
Filing Season Finds: Week of February 19-24
Last week, analysts parsed 403 10-K filings and collected 65,183 data points. In total, they made 10,444 forensic accounting adjustments with a dollar value of $6.9 trillion. Analyst Lindsay Bohannon found key items in Discover's 10-K that shows the company is significantly more profitable than its reported income suggests.
Sam McBride
Featured Stocks in December’s Dividend Growth Model Portfolio
Get a look at last month’s top performers and a featured stock from December’s Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
This Financials Company Gives You Growth and Value
With a track record of high profitability, significant growth opportunities, and a cheap valuation, this stock could offer significant upside for investors.
Sam McBride
New Stocks in Most Attractive/Most Dangerous: September 2017
Our Most Attractive Stocks (-3.6%) underperformed the S&P 500 (-0.6%) and our Most Dangerous Stocks (-2.0%) outperformed the S&P 500 (-0.6%) as a short portfolio last month. See two of the additions to this month’s model portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
5 Unappreciated Stocks With High ROICs
In order to find value, it’s time to get back to the basics of reading footnotes and focusing on economic earnings and return on invested capital (ROIC), the true drivers of valuation.
Sam McBride
Large Cap Growth Style 4Q16: Best and Worst
The Large Cap Growth style ranks fourth out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II, Senior Investment Analyst, MBA
How To Boost American Express (AXP) Value By $50 Billion
Thesis: Management can boost the market value of American Express in the amounts below[1] by aligning the firm’s strategy and performance compensation with real cash flows or what we call return on invested capital (ROIC).
Sam McBride
The Best and Worst of the Financials Sector 4Q15
The Financials sector ranks sixth out of the 10 sectors as detailed in our 4Q15 Sector Ratings for ETFs and Mutual Funds report. Last quarter, the Financial Sector ranked 9th. It gets our Neutral rating.
Thaxston McKee
Stock Pick of the Week: Discover Financial Services (DFS)
First issued by Sears in 1985, the Discover Card has quietly risen to become one of the most popular credit cards in the United States, with over 50 million cards in circulation. Discover Financial is now a fully-fledged financial services company, offering banking and loan services in addition to its credit cards.
Andre Rouillard
Stock Picking Grades for Large Cap Growth Style Fund Managers
This report shows how well Large Cap Growth ETFs and mutual fund managers pick stocks.
David Trainer, Founder & CEO
How to Find the Best Sector Mutual Funds
Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from.
David Trainer, Founder & CEO