Long Idea: Mutual Fund Holdings Analysis is Important
High-quality holdings position this fund to out-perform.
Safest Dividend Yields: Model Portfolio Update
Six new dividend stocks make this month’s portfolio.
Interactive Brokers to Host New Constructs Webinar
Join the webinar on “Modern Research Tools for Modern Markets” on 5/8 at 12pm EST.
Focus List Stocks – Long: Model Portfolio Update
We added one stock to this Model Portfolio (for Pro and higher members).
Focus List Stocks – Short: Model Portfolio Update
We added two stocks to this Model Portfolio (for Pro and higher members).
A Reminder to the SEC: Disclosure is Not Enough
Disclosures cannot protect investors. The SEC needs to clearly outline how advisors can fulfill the Fiduciary Duty of Care.
Featured Stocks in Exec Comp Aligned with ROIC Model Portfolio
Get a free look at one of the stocks in this month’s model portfolio.
See Us on CNBC Discussing Netflix
David Trainer joined CNBC’s Closing Bell to discuss Netflix’s business model, cash flow burn, and current valuation.
Danger Zone: Losing Money in a Declining Business
This company failed to translate its brand recognition into profits. Now competition has eliminated any first mover advantage.
2Q18 Style Ratings for ETFs and Mutual Funds
See where each style ranks for the second quarter of 2018.
All Cap Blend Style
All Cap Growth Style
All Cap Value Style
Large Cap Blend Style
Large Cap Growth Style
Large Cap Value Style
Mid Cap Blend Style
Mid Cap Growth Style
Upcoming Research
- New Danger Zone Pick: 4/23/18
- New Long Idea: 4/25/18
- Dividend Growth Stocks: Model Portfolio Update: 4/27/18
- Most Attractive/Most Dangerous: Model Portfolio Update: 5/3/18
Coverage Updates
- 181:10-Qs parsed since Apr 1.
- 200:10-Ks parsed since Apr 1.
- 148: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.
Danger Zone Podcast: Why this Internet Firm is in the Danger Zone
Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about poor standing in a competitive industry in this week’s Danger Zone segment.