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LEN

December 16, 20220Comments

Featured Stocks in December 2022’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from December 2022's Most Attractive and Most Dangerous Stocks model portfolios.
by Matt Shuler, Investment Analyst II
Long Idea
November 10, 20210Comments

Industry Leading Builder Looks Even Stronger Post 3Q21 Earnings

After a record 2020, this company is still firing on all cylinders in 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
March 31, 20213Comments

Built to Profit From Long-Term Tailwinds

This homebuilder has the largest share of the U.S. homebuilding market and superior profitability to peers.
by Matt Shuler, Investment Analyst II
December 30, 20190Comments

Earnings Distortion Scorecard: Week of 1/6/20-1/10/20

For the week of 1/6/20-1/10/10, we focus on the Earnings Distortion scores for three companies.
by Kyle Guske II, Senior Investment Analyst, MBA
April 17, 20172Comments

The Market Undervalues This Firm’s Cash Flows

This firm has effectively taken market share from competition while improving its profitability. Add a shareholder-friendly executive compensation plan, and we believe the firm will continue to outperform.
by Kyle Guske II, Senior Investment Analyst, MBA
September 26, 20162Comments

The Fed Is Irrelevant: Low Interest Rates Are the New Normal

It’s time to consider a new paradigm for interest rates – a paradigm where treasury rates remain ultra low and riskier investments are priced by a decentralized market instead of a central bank.
by Sam McBride
Danger Zone
September 29, 20151Comments

Danger Zone: KB Home (KBH)

As the exuberance lifting all stocks has waned, this stock has already come under pressure, and we believe it has much further to fall as EPS management cannot mask the lack of real cash flows much longer. KB Home (KBH) is in the Danger Zone this week.
by Kyle Guske II, Senior Investment Analyst, MBA
September 17, 20140Comments

21 New Stocks Added to Most Attractive & Dangerous Lists

10 new stocks make our Most Attractive list and 11 new stocks fall onto the Most Dangerous list this month.
by David Trainer, Founder & CEO
April 19, 20120Comments

Best & Worst ETFs & Mutual Funds: Consumer Discretionary Sector

The Consumer Discretionary sector ranks 5th out of the ten sectors as detailed in my sector roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 18 ETFs and 27 mutual funds in the Consumer Discretionary sector as of April 16, 2012.
by David Trainer, Founder & CEO

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