April 20, 20230Comments

Position Close Update: McDonald’s Corporation (MCD)

With limited upside potential, we’re closing this Long Idea. McDonald’s Corporation (MCD)

by Kyle Guske II, Senior Investment Analyst, MBA

March 24, 20201Comments

Featured Stock in March’s Safest Dividend Yields Model Portfolio

17 new stocks made our Safest Dividend Yields Model Portfolio this month. Get a free look at one of the stocks in this month’s portfolio.

by Matt Shuler, Investment Analyst II

November 26, 20190Comments

Barron’s Features our Recent McDonald’s Research

Barron’s featured our analysis of McDonalds' fundamentals and valuation.

by Kyle Guske II, Senior Investment Analyst, MBA

November 12, 20190Comments

Focus List Stocks: Long – Update 11/12/19

We’ve added the following stock to our Focus List – Long Model Portfolio as of November 12, 2019.

by Kyle Guske II, Senior Investment Analyst, MBA

November 6, 20190Comments

We’re Loving This Buy the Dip Opportunity

Investors should jump at the opportunity to buy the dip in this restaurant stock.

by Sam McBride

June 10, 20190Comments

Growth Is Only Skin Deep

This company stands out for its falling return on invested capital, overvalued stock price, slowing revenue growth, and declining guest traffic.

by Kyle Guske II, Senior Investment Analyst, MBA

December 5, 20180Comments

A Bear Market Could Bring Gifts for Value Investors

We’re highlighting three stocks that aren’t necessarily great buys now, but could be if a market correction knocks their prices down.

by Kyle Guske II, Senior Investment Analyst, MBA

April 21, 20160Comments

Beware Profiteers Masquerading As Activists

In this special report, we identify and provide specific examples of the red flags you should be on the lookout for when activist investors begin building a large position in a company.

by Sam McBride

April 13, 20160Comments

The Power Of Expectations Investing

Sometimes, even the most well recognized experts make shockingly bad predictions. No one truly knows (legally) what the market is going to do next, and the risk involved in that uncertainty is what creates the potential for significant returns.

by Sam McBride

December 2, 20152Comments

Why Earnings Manipulation Is Highly Contagious

Why are earnings misstatements so contagious? Learn why these misstatements occur and warnings signs of when a company may be likely to partake in the manipulation of earnings in this special report.

by Sam McBride

January 23, 20150Comments

David Trainer Explains How to Bypass the Risk-Reward Tradeoff

CEO David Trainer discusses how to manage risk to obtain high returns based on low market expectations.

by David Trainer, Founder & CEO

January 17, 20140Comments

Best & Worst ETFs & Mutual Funds: Consumer Discretionary Sector

Check out my sector overview on Reuters Insider here. The Consumer Discretionary sector ranks third out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds

by David Trainer, Founder & CEO

November 8, 20130Comments

How To Find the Best Style Mutual Funds

Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from.

by David Trainer, Founder & CEO

October 18, 20130Comments

Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style

This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs. As detailed in “Low-Cost Funds Dupe Investors”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings.

by David Trainer, Founder & CEO

July 26, 20130Comments

How to Find the Best Style ETFs

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from.

by David Trainer, Founder & CEO

June 25, 20131Comments

McDonald’s Is Still on the Value Menu

The stock market is giving MCD no credit for the company’s proven track record of value creation and strong growth potential. Instead, the market predicts MCD’s profits will permanently drop. I think it is pretty clear the market’s expectations are too low for MCD. Investors should take advantage.

by David Trainer, Founder & CEO

November 19, 20120Comments

The Danger Zone Pick: 11/19/12

SBUX bulls are blind to the competition SBUX faces on many fronts, one of the most important of which is MCD.

by David Trainer, Founder & CEO

November 13, 20120Comments

Time To Dig In To McDonalds (MCD)

When McDonalds (MCD) made my Most Attractive Stocks list this month, I must admit I let out a small cheer. This company is one of the better-run businesses in the world. I have long eyed the stock in hopes that it would get cheap enough to dig into and now it has.

by David Trainer, Founder & CEO

October 12, 20120Comments

Best & Worst ETFs and Mutual Funds October 2012: Large Cap Blend Style

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Neutral rating, which is based on aggregation of ratings of 39 ETFs and 1,046 mutual funds in the Large Cap Blend style as of October 12, 2012.

by David Trainer, Founder & CEO

March 12, 20120Comments

Get Off the SBUX Bandwagon Before It Crashes

Be wary of advice from the bandwagon riders. They care more about getting more people in the bandwagon than anything else. The Starbucks (SBUX) bandwagon is a big one. I am not on it.

by David Trainer, Founder & CEO

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