Danger Zone: Pension Accounting – Discount Rates
This report focuses on how companies can use the discount rate to manipulate their reported benefit obligation.
Sam McBride
pension accounting
Sam McBride
Worst Offenders: Expected Return On Plan Assets
This report red flags the firms with the most underfunded pensions and the most aggressive assumptions for returns they expect to earn on the pension assets.
Sam McBride
Podcast: Why Misleading Pension Accounting is in the Danger Zone
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this past week: Pension Accounting: Expected Returns on Plan Assets.
Kyle Guske II
US Steel (X) At Risk Of Pension Pressure
Some stocks are more dangerous than others. In an anemic economic environment, the most dangerous stocks are those with issues that are lurking behind the scenes or in footnotes.
David Trainer
Barron’s Features My Analysis on DAL’s Abnormal Pension Accounting
In his weekly column, The Trader, Vito Racanelli features my in-depth work on the funky accounting Delta Airlines’ (DAL) uses to mask $26 billion on off-balance sheet...
David Trainer
Bail Out of DAL Before the Stock Crashes
I recommend investors avoid Delta Airlines (DAL). I think the stock could see significant downward pressure as more investors realize how the company is propping up its...
David Trainer
Buy Clorox: Management Focused On Shareholder Value
I take great pleasure in recommending investors buy Clorox (CLX) – an attractive-rated stock, not just because of its strong profitability and cheap valuation but also because...
David Trainer