August 12, 20200Comments

Focus List Stocks: Long – Update 8/12/20

We’ve made the following update to our Focus List Stocks: Long Model Portfolio as of August 12, 2020.

by Kyle Guske II, Senior Investment Analyst, MBA

August 6, 20200Comments

Put Your Chips on the Table With This Semiconductor Firm

If you’re willing to look beyond the short term, you’ll find that the advantages of the firm’s size and cash flow provide resources that will contribute to many more years of profit growth.

by Matt Shuler, Investment Analyst II

July 13, 20200Comments

Earnings Distortion Scorecard: Week of 7/20/20-7/24/20

For the week of 7/20/20-7/24/20, we focus on the Earnings Distortion Scores for 89 companies.

by Kyle Guske II, Senior Investment Analyst, MBA

April 13, 20200Comments

Earnings Distortion Scorecard: Week of 4/20/20-4/24/20

For the week of 4/20/20-4/24/20, we focus on the Earnings Distortion Scores for 129 companies.

by Kyle Guske II, Senior Investment Analyst, MBA

February 27, 20175Comments

Danger Zone: Palo Alto Networks (PANW)

The fundamentals of this business make it hard to imagine a scenario where this firm can meet the expectations baked into its lofty valuation. For these reasons and more, Palo Alto Networks is in the Danger Zone this week.

by Kyle Guske II, Senior Investment Analyst, MBA

August 1, 20160Comments

Large Cap Value Style 3Q16: Best and Worst

The Large Cap Value style ranks second out of the twelve fund styles as detailed in our 3Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

June 27, 20162Comments

Danger Zone: FireEye Inc. (FEYE)

Many investors saw the recent price decline as a time to buy, and the stock is up 30% since mid-May. With shares now greatly overvalued plus large profit losses and strong competition, FireEye (FEYE) is this week’s Danger Zone pick.

by Kyle Guske II, Senior Investment Analyst, MBA

June 6, 20162Comments

Danger Zone: Imperva Inc. (IMPV)

This week’s Danger Zone pick has since rebounded and might have investors thinking now is the time to buy. Unfortunately, the fundamentals of this company reveal a different story. Growing losses, misleading non-GAAP metrics, and significant competition land Imperva Inc. (IMPV) in the Danger Zone this week.

by Kyle Guske II, Senior Investment Analyst, MBA

April 18, 20160Comments

Danger Zone: Cornerstone OnDemand (CSOD)

Companies with long histories of profit losses often attempt to sell investors on their plans to “reach scale.” But, what happens when a company reaches scale and profits remain elusive? Profitless since going public, Cornerstone OnDemand (CSOD) lands in the Danger Zone this week.

by Kyle Guske II, Senior Investment Analyst, MBA

February 18, 20160Comments

Open Letter to Larry Ellison: How To Boost Oracle’s Value By $65 Billion

Thesis: Management can boost the market value of ORCL in the amounts provided by aligning the firm’s strategy and performance compensation with real cash flows or what we call return on invested capital.

by David Trainer, Founder & CEO

February 8, 20165Comments

Danger Zone: Pure Storage (PSTG)

This week’s Danger Zone hones in on another IPO from 2015 that may have been one of the last to capitalize on the easy money in the market. Post IPO, we believe it won’t take long for investors to realize this company is bleeding cash, has no profits, and faces stiff competition moving forward.

by Kyle Guske II, Senior Investment Analyst, MBA

November 3, 20150Comments

Danger Zone: ServiceNow (NOW)

Just when we think the market is becoming more rational and beginning to focus on fundamentals again we find a stock that proves that idea wrong. Once again, we’ve identified a business that fails to generate profits, uses “adjusted” metrics as “better representations of business”, and who’s stock price is up over 200% since late 2012. ServiceNow (NOW) is in the Danger Zone this week.

by Kyle Guske II, Senior Investment Analyst, MBA

October 12, 20152Comments

Danger Zone: Proofpoint Inc. (PFPT)

As hacks or data breaches seem to occur almost daily, the cyber security sector is receiving significant attention across the globe. When we focus on fundamentals and cut through the “sector theme” noise, we find some weak links in the cyber security industry. This week's Danger Zone is one of those weak links.

by Kyle Guske II, Senior Investment Analyst, MBA

October 7, 20152Comments

Long Idea: Qualcomm (QCOM)

Much like our recent Long Idea on General Motors (GM), this week’s long idea is a company that has excellent fundamentals but poor technicals. Long-term investors should be licking their chops as this stock offers a 9% yield (dividend plus share buybacks) in addition to meaningful capital appreciation potential. This week’s Long Idea is Qualcomm Inc.

by Kyle Guske II, Senior Investment Analyst, MBA

October 7, 20150Comments

The Best and Worst of the Information Technology Sector 4Q15

The Information Technology sector ranks second out of the ten sectors as detailed in our 4Q15 Sector Ratings for ETFs and Mutual Funds report. Last quarter, the Information Technology sector ranked second as well. It gets our Neutral rating.

by Blaine Skaggs

September 24, 20152Comments

Long Idea: NVIDIA Corporation (NVDA)

Operating in a highly competitive market can put a harsh spotlight on particular companies. Sometimes this spotlight is warranted; sometimes it is not. This week we’re recognizing a leader in the PC market and a company that has ample growth opportunities. These opportunities appear to be unrecognized by the market, and we see significant upside for the stock.

by Kyle Guske II, Senior Investment Analyst, MBA

August 17, 20150Comments

New Stocks on Most Attractive and Most Dangerous Lists: August 2015

Our Most Attractive Stocks (-1.9%) underperformed the S&P 500 (+0.8%) last month. Our Most Dangerous Stocks (-4.3%) outperformed the S&P 500 (-0.8%) last month.

by Kyle Guske II, Senior Investment Analyst, MBA

July 14, 20150Comments

The Best and Worst of the All Cap Blend Style

The All Cap Blend style ranks third out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Max Lee

May 12, 20150Comments

A Quality Stock in a Frothy Market

It feels as if the longer interest rates remain depressed, the crazier company valuations become. As investors scramble to find returns in this stretched market, some are turning to IPOs, private equity, and other risky, often speculative investments. This makes finding quality stocks even harder.

by Kyle Guske II, Senior Investment Analyst, MBA

April 29, 20150Comments

Best Stocks in the Dow Jones Industrial Average

Last week, we wrote about the riskiest stocks in the Dow Jones Industrial Average. We thought we’d be remiss to not mention our favorite stocks in the index as well. Not all of the blue chips are created equal, and the following are what we consider to be the most attractive investment opportunities in the Dow at the moment.

by Kyle Guske II, Senior Investment Analyst, MBA

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