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underperform

Danger Zone
October 31, 20220Comments

This Fund’s Active Management Does Not Lead to Outperformance

Traditional fund research would tell you to buy this All Cap Growth fund. Don’t listen.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
October 31, 20220Comments

Podcast: Why This Actively Managed Mutual Fund Is in The Danger Zone

Kyle Guske II sat down with Money Life to talk about our Danger Zone pick: This Fund’s Active Management Does Not Lead to Outperformance.
by Kyle Guske II, Senior Investment Analyst, MBA
July 28, 20220Comments

Position Close Update: Levi Strauss & Co (LEVI)

Given the unfavorable outlook for near- and long-term profit growth, we're closing this long position.
by Matt Shuler, Investment Analyst II
June 29, 20220Comments

Position Close Update: Zendesk (ZEN)

We’re closing this Danger Zone pick since there is little to stop the announced deal from going through.
by Kyle Guske II, Senior Investment Analyst, MBA
November 3, 20210Comments

Position Close Update: PetMed Express (PETS)

The rise of formidable competition, ballooning advertising costs, and long-term decline in profitability means the stock no longer provides the same risk/reward it once did.
by Matt Shuler, Investment Analyst II
September 15, 20210Comments

Position Close Update: SPS Commerce (SPSC)

While the stock remains expensive relative to its fundamentals, its position in the fast-growing ecommerce and retail data solutions markets could provide continued momentum.
by Kyle Guske II, Senior Investment Analyst, MBA
September 3, 20210Comments

Position Close Update: Western Union (WU)

With headwinds facing the business, the stock no longer provides the same risk/reward it once did, and we’re closing this long position.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
January 11, 20210Comments

Three of the Most Dangerous Stocks Entering 2021

Just as we did last year, we’re starting 2021 by looking at our worst-performing Danger Zone picks.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
January 11, 20210Comments

Podcast: Why These Underperforming Shorts Are Back in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Three Stocks To Stick With in 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
January 13, 20200Comments

Don’t Chase Momentum in These 3 Danger Zone Picks

We’re starting out the year by looking at where we went wrong and what we can learn from our worst-performing Danger Zone picks.
by Sam McBride
January 10, 20190Comments

Podcast: Danger Zone Lowlights from 2018

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this past week: Danger Zone Lowlights From 2018.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
January 7, 20192Comments

Danger Zone Lowlights From 2018

We’re starting out the year by looking at where we went wrong and what we can learn from our worst-performing picks.
by Sam McBride
July 25, 20170Comments

Nelson Peltz On Procter & Gamble: Sign of The Future For ROIC Laggards

Linking executive compensation to ROIC could create immediate shareholder returns and drive a long-term commitment to the lean and disciplined corporate structure that Peltz wants P&G to adopt.
by Sam McBride

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  • – Tesla (TSLA) – 26 reports
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  • – Zendesk (ZEN) – 5 reports
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