March 12, 20180Comments

Filing Season Finds: Week of March 5-10

Last week, analysts parsed 409 10-K filings and collected 54,383 data points. In total, they made 8,989 forensic accounting adjustments with a dollar value of $1.3 trillion. Analyst Eric Roll identified two significant red flags in PacWest Bancorp’s (PACW) 2017 10-K.

March 9, 20180Comments

Filing Season Finds: Friday, March 9

From yesterday's research, analysts parsed 46 10-K filings and collected 4,585 data points. In total, they made 985 forensic accounting adjustments with a dollar value of $358 billion. Senior Analyst Lindsay Bohannon found an unusual item yesterday in Crawford & Company’s (CRD.B) 10-K.

March 8, 20180Comments

Filing Season Finds: Thursday, March 8

From yesterday's research, analysts parsed 49 10-K filings and collected 6,142 data points. In total, they made 1,001 forensic accounting adjustments with a dollar value of $99 billion. The Robo-Analyst found an unusual item yesterday in Zogenix’s (ZGNX) 10-K.

March 6, 20180Comments

Filing Season Finds: Tuesday, March 6

From yesterday's research, analysts parsed 133 10-K filings and collected 20,292 data points. In total, they made 3,309 forensic accounting adjustments with a dollar value of $434 billion. Analyst Lindsay Bohannon found an unusual item yesterday in Diplomat Pharmacy’s (DPLO) 10-K.

March 5, 20181Comments

Filing Season Finds: Week of February 26 – March 3

Last week, analysts parsed 593 10-K filings and collected 92,555 data points. In total, they made 14,753 forensic accounting adjustments with a dollar value of $4.2 trillion. Analyst Eric Roll identified three significant red flags buried in the footnotes of Santander Consumer Holdings' 10-K.

March 1, 20180Comments

Podcast: Why Investors Ignoring the Real Earnings Season are in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Investors Ignoring the Real Earnings Season.

by Kyle Guske II, Senior Investment Analyst, MBA

February 27, 20180Comments

Filing Season Finds: Tuesday, February 27

From yesterday’s research, analysts parsed 128 10-K filings and collected 18,737 data points. In total, they made 2,860 forensic accounting adjustments with a dollar value of $369 billion. Analyst Hunter Anderson found an unusual item yesterday in Titan International’s (TWI) 10-K.

February 26, 20180Comments

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.

February 26, 20180Comments

Danger Zone: Investors That Ignore the Real Earnings Season

Only by reading all of the financial footnotes, which are only included in annual 10-K reports filed with the SEC, can investors know the true profits of publicly-traded companies.

February 23, 20180Comments

Filing Season Finds: Friday, February 23

From yesterday’s research, analysts parsed 91 10-K filings and collected 15,216 data points. In total, they made 2,357 forensic accounting adjustments with a dollar value of $1.9 trillion. The Robo-Analyst found an unusual item yesterday in Tile Shop Holdings’ (TTS) 10-K.

April 19, 20170Comments

10-K Filing Season Recap

During filing season, our robo-analyst technology read through 2,139 10-K (or international equivalent) filings and collected 49,862 data points. Our analyst team used this data to make 49,862 adjustments with a dollar value of $16.1 trillion.

March 27, 20170Comments

Filing Season Finds: Week Of March 20–24

Last week, our analysts parsed 127 10-K filings and collected 16,552 data points. In total, they made 2,964 forensic accounting adjustments with a dollar value of $1.7 trillion.

by Kyle Guske II, Senior Investment Analyst, MBA

March 20, 20170Comments

Filing Season Finds: Week Of March 13–17

Last week, our analysts parsed 350 filings and collected 43,532 data points. Senior Analyst Lindsay Bohannon identified two significant hidden items that artificially depressed CODI’s reported GAAP net income in 2016.

March 17, 20170Comments

Filing Season Finds: Friday, March 17

From yesterday’s research, analysts parsed 64 10-K filings and collected 8,054 data points. In total, they made 1,318 forensic accounting adjustments with a dollar value of $55 billion. Analyst Allen L. Jackson found an unusual item yesterday in Alcoa’s (AA) 10-K.

March 16, 20170Comments

Filing Season Finds: Thursday, March 16

From yesterday’s research, analysts parsed 48 10-K filings and collected 6,034 data points. In total, they made 964 forensic accounting adjustments with a dollar value of $135 billion. Analyst Lindsay Bohannon found an unusual item yesterday in OraSure Technologies’ (OSUR) 10-K.

March 13, 20170Comments

Filing Season Finds: Week Of March 4–10

Last week, our analysts parsed 452 filings and collected 58,771 data points. In total, they made 9,978 adjustments with a dollar value of $1.5 trillion. Analyst Hunter Gray made a number of adjustments to Royal Dutch Shell’s (RDS.A) 20-F that caused us to downgrade the stock from Dangerous to Very Dangerous.

by Kyle Guske II, Senior Investment Analyst, MBA

March 10, 20170Comments

ICYMI: Updated Model Portfolios and Valeant’s 10-K Red Flags

Here's what happened at New Constructs this week.

by Kyle Guske II, Senior Investment Analyst, MBA

March 7, 20170Comments

Filing Season Finds: Tuesday, March 7

From Saturday to Monday’s research, analysts parsed 179 10-K filings and collected 24,318 data points. In total, they made 4,084 forensic accounting adjustments with a dollar value of $480 billion. Analyst Lindsay Bohannon found an unusual item yesterday in The Habit Restaurants’ (HABT) 10-K.

March 6, 20170Comments

Filing Season Finds: Week Of February 25 – March 3

Last week, our analysts parsed 700 filings and collected 102,289 data points. In total, they made 17,454 adjustments with a dollar value of $6.1 trillion. Analyst Allen L. Jackson found a few items in US Steel’s (X) 10-K that caused us to downgrade the stock from Dangerous to Very Dangerous.

March 1, 20170Comments

Filing Season Finds: Wednesday, March 1

Yesterday, our analysts parsed 131 filings and collected 19,357 data points. In total, they made 3,384 adjustments with a dollar value of $1.3 trillion. In particular, analyst Peter Apockotos found an unusual item yesterday in Chart Industries (GTLS) 10-K.

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