Uber IPO – Our Interview with Yahoo Finance
Investment Analyst Sam McBride details the truth about Uber and its valuation.
Long Ideas: Creating Shareholder Value
These companies look more attractive after tying executive compensation to ROIC.
Exec Comp Aligned with ROIC: Model Portfolio Update
Two new stocks make this month’s model portfolio.
New Webinar: “Pitfalls of Price-to-Book Ratios, ROE, and EV/EBITDA”
Hosted by Interactive Brokers on April 16 at 12pm ET. Reserve your seat.
New Webinar: “How Debt to Equity & EV/EBITDA Mislead Investors”
Hosted by TD Ameritrade on April 16 at 6pm ET. Get details.
Harvard Business School Features our Robo-Analyst Technology
We visited the Business Analysis and Valuation class.
BU's Questrom School of Business Features our Robo-Analyst
We visited the Business Financial Statement Analysis class.
April 2019 Stock Picking Accolades
SumZero ranks us #1 in Healthcare, #4 in Industrials, and #5 in Consumer Staples.
Luckbox Magazine Features Our Research
“Disney Vs. Netflix: The Battle for Big Media” in the May 2019 issue.
Danger Zone: Misaligned Incentives Are a Time Bomb
While executives earn big bonuses, shareholder value is squandered.
Featured Stocks in Most Attractive/Most Dangerous Model Portfolios
Get a free look at two of the stocks in this month's portfolios.
2Q19 Sector Ratings for ETFs and Mutual Funds
See where each sector ranks for the second quarter of 2019.
Basic Materials
Consumer Cyclicals
Consumer Non-cyclicals
Energy
Financials
Healthcare
Industrials
Real Estate
Technology
Telecom Services
Utilities
Danger Zone Podcast: 4/1/19: Don't Chase Earnings Growth
Reported earnings growth is misleading. True profits continued to decline in 2018.
Upcoming Research
- New Danger Zone: 4/15/19
- New Long Idea: 4/17/19
- Safest Dividend Yields: Model Portfolio Update: 4/18/19
- Dividend Growth Stocks: Model Portfolio Update: 4/26/19
Coverage Updates
- 60: 10-Qs parsed since Apr 1.
- 115: 10-Ks parsed since Apr 1.
- 100: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.