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update

August 21, 20230Comments

Improving our Total Debt Calculation and Credit Rating

We are improving the Total Debt calculation used in our Credit Ratings for all companies under coverage.
by David Trainer, Founder & CEO
July 25, 20230Comments

Improving our Models and our Credit Ratings

We have made an improvement to our models for the Total Debt metric used in our Credit Ratings for Financial and REIT companies.
by David Trainer, Founder & CEO
Update to our Site
March 22, 20230Comments

Updating Our Minority Interest Calculation

This report details improvements we’re making to our Company Models to better handle the impact of Accounting Standards Update (ASU) 2016-01.
by Kyle Guske II, Senior Investment Analyst, MBA
Update to our Site
June 3, 20220Comments

Windfall Tax Risk Is Already Priced In TotalEnergies’ Stock

This update shows that even with a Europe-wide windfall tax, TotalEnergies’ stock still has 85% upside.
by Matt Shuler, Investment Analyst II
June 28, 20210Comments

Didi Global’s Lower Valuation Is Still a Bad Ride for Investors

Despite the big drop in the valuation, we still do not think investors should expect to make any money in this IPO.
by Kyle Guske II, Senior Investment Analyst, MBA
May 19, 20210Comments

Debt Spreads Based On More Reliable Fundamental Data

We recently improved the debt spread input to our weighted average cost of capital (WACC) calculation.
by Kyle Guske II, Senior Investment Analyst, MBA
Update to our Site
December 16, 20200Comments

7 Equity Ratings Impacted by Our Historical Cash Tax Rate Update

These seven stocks will see their ratings change as a result of this update.
by Kyle Guske II, Senior Investment Analyst, MBA
December 11, 20200Comments

Updating Historical Cash Tax Rates from 2017-2019

We discovered an opportunity to improve historical Cash Tax Rates to more accurately reflect the lower corporate tax rates realized after the 2017 Tax Cuts and Jobs Act.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
November 13, 20200Comments

3Q20 Doesn’t Change Our Call on Pinterest

This report updates our analysis in The World is Not Enough for This Stock to incorporate 3Q20 results from Pinterest.
by Kyle Guske II, Senior Investment Analyst, MBA
September 8, 20200Comments

Scheduled System Maintenance on Saturday 9/12 at 9am CT

We will be performing scheduled site maintenance at 9am CT on Saturday, September 12.
by Kyle Guske II, Senior Investment Analyst, MBA
June 30, 20200Comments

Updating the Operating Lease Obligation Discount Rate

We recently discovered an opportunity to improve the discount rate for capitalizing operating lease payments.
by Kyle Guske II, Senior Investment Analyst, MBA
May 11, 20200Comments

Scheduled System Maintenance on Wednesday 5/13

Our website will be down for a short time on Wednesday, May 13, beginning at 12:01am CT.
by Kyle Guske II, Senior Investment Analyst, MBA
April 3, 20200Comments

We’ve Updated our Privacy Policy

We want you to know we’re handling your personal information with great care and respect.
by David Trainer, Founder & CEO
Model Portfolio
September 11, 20190Comments

Focus List Stocks: Long – Update 9/11/19

We’ve added the following stock to our Focus List – Long Model Portfolio as of September 11, 2019.
by Kyle Guske II, Senior Investment Analyst, MBA
Update to our Site
May 29, 20190Comments

We’ve Updated our Terms of Use

We updated our Terms of Use, effective immediately, to help us serve all of our clients better.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 17, 20170Comments

Focus List Stocks: Short – Update

We’ve added the following stock to our Focus List – Short Model Portfolio as of November 17, 2017.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 17, 20170Comments

Focus List Stocks: Long – Update

We’ve added the following stocks to our Focus List – Long Model Portfolio as of November 17, 2017. 
by Kyle Guske II, Senior Investment Analyst, MBA
June 1, 20170Comments

Closing Danger Zone Pick: Zoe’s Kitchen (ZOES) After 43% Gain

We think the downside risk in Zoe's Kitchen (ZOES) is diminished and are closing this position.
by Kyle Guske II, Senior Investment Analyst, MBA
May 26, 20160Comments

Pure Storage: Trouble Arises After Fiscal 1Q17 Results

PSTG has fallen nearly 18% after announcing fiscal first quarter results that largely continue the concerning trends we pointed out when we placed PSTG in the Danger Zone in February 2016.
by Kyle Guske II, Senior Investment Analyst, MBA
April 19, 20161Comments

The Spell Is Broken: Netflix Is More Like A Traditional TV Network

Investors should not be surprised that Netflix lowered guidance for subscriber growth for Q2 after announcing that many long-time users will face price increases starting in May.
by Sam McBride

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