Forward-Looking Fund Ratings Outperform
89% of Long Idea fund picks have beaten their benchmark since 2020.
Danger Zone Fund Picks Outperform Too
Danger Zone fund picks outperform their benchmark as shorts by 19%.
Safest Dividend Yields: Model Portfolio Update
Seven new stocks make this month’s Model Portfolio.
Featured Stock in Exec Comp Aligned With ROIC Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Accounting Standards Review: May 2022
See how the latest accounting standards updates affect financial reporting.
Position Close Update: Rocket Companies (RKT)
We're closing this Danger Zone pick that outperformed as a short by 70%.
Danger Zone Podcast: 5/9/22: Data Centers Are Dinosaurs
Profitability and future growth prospects are falling for these companies.
Upcoming Research
- New Danger Zone Pick: 5/23/22
- New Long Idea: 5/25/22
- Dividend Growth Stocks: Model Portfolio Update: 5/27/22
- Most Attractive / Most Dangerous: Model Portfolio Update: 6/2/22
Coverage Updates
- 1,891: 10-Qs parsed since May 1.
- 50: 10-Ks parsed since May 1.
- 139: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.