New Long Idea: Focus on ROIC
The highest-ranked mutual fund in our coverage universe is built using ROIC.
Netflix’s Strategy is Failing
Investors should expect more disappointing subscriber numbers going forward.
Safest Dividend Yields: Model Portfolio Update
Eight new stocks make this month’s model portfolio.
Interactive Brokers Education Webinar: "ROIC: The Truth Behind the Numbers"
Learn why ROIC is the best measure of profitability.
Don't Buy This Misleading Turnaround Story
This company’s failed transition to the cloud is destroying value for shareholders.
Featured Stocks in Exec Comp Aligned with ROIC Model Portfolio
Get a free look at one of the stocks in this month's portfolio.
Removing Hedge Disclosure Requirements Harms Investors
Disclosure requirements are needed so investors can calculate a company's true profits.
Investors Need the Amortization of Capitalized Interest Disclosure
The SEC’s Disclosure Update and Simplification makes analyzing financials more difficult.
3Q19 Sector Ratings Recap
Read our analysis of each sector for 3Q19.
3Q19 Style Ratings for ETFs and Mutual Funds
See where each style ranks for the third quarter of 2019.
All Cap Blend
All Cap Growth
All Cap Value
Large Cap Blend
Large Cap Growth
Large Cap Value
Mid Cap Blend
Mid Cap Growth
Mid Cap Value
Small Cap Blend
Small Cap Growth
Small Cap Value
3Q19 Style Ratings Recap
Read our analysis of each style for 3Q19.
Danger Zone Podcast: 7/8/19: The SEC Stops Requiring Important Disclosures
Less informative financial disclosures add risk to investing.
Danger Zone Podcast: 7/8/19: FASB Removes Key Disclosure Requirements
True profits are harder to calculate when disclosure requirements are relaxed.
Upcoming Research
- New Danger Zone: 7/22/19
- New Long Idea: 7/24/19
- Dividend Growth Stocks: Model Portfolio Update: 7/26/19
- Most Attractive/Most Dangerous: Model Portfolio Update: 8/7/19
Coverage Updates
- 74: 10-Qs parsed since July 1.
- 36: 10-Ks parsed since July 1.
- 133: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.