November 21, 20170Comments

Follow up to Morningstar: Questions Remain

We appreciate Morningstar (MORN) taking the time to answer our article. Rather than go point by point through Morningstar’s rebuttal, we just want to follow up with a few unanswered questions.

by Sam McBride

November 20, 20171Comments

Featured Stocks in November’s Exec Comp & ROIC Model Portfolio

Four new stocks made November’s Exec Comp Aligned with ROIC Model Portfolio. Get a free look at one of the stocks in November's Model Portfolio.

by Sam McBride

November 14, 20170Comments

Things Are Looking up for Disney

In our long thesis on Disney in January, we wrote that there were four key catalysts that could help the stock overcome ESPN fears and break out of its rut. After a down year, Disney looks poised to deliver significant returns for shareholders.

by Sam McBride

November 8, 20170Comments

Betting on the Future of Wealth Management

This wealth management business delivers consistent profitability and has invested in technology to fuel significant growth.

by Sam McBride

November 7, 20171Comments

TrueCar Has Further to Fall

We warned investors in August that TrueCar’s (TRUE) flawed business model would lead to slower growth and further losses in the future.

by Sam McBride

November 2, 20170Comments

Morningstar’s Dominance: The Good, Bad and the Ugly

Investors and advisors deserve other, independent sources of research that go beyond Morningstar’s backward-looking methodology.

by Sam McBride

November 1, 20170Comments

Markets Need a Single, Official Definition of “Fiduciary”

Differing definitions only add to the uncertainty and anxiety surrounding the debate over the Fiduciary Rule. Regulators need to put forward a unified definition of the fiduciary duty so that investors and advisors can have a fully informed debate on the matter.

by Sam McBride

October 31, 20170Comments

Open Letter To The SEC: Disclosure Is Not Enough

The SEC could assuage uncertainty by more clearly outlining its view of how advisors can fulfill the Fiduciary Duty of Care.

by Sam McBride

October 31, 20170Comments

Closing Danger Zone Pick: Acadia Healthcare (ACHC)

We still don’t recommend the stock to investors, but it no longer has the unbalanced risk/reward profile it once did.

by Sam McBride

October 25, 20170Comments

A Primer on How To Define and Fulfill the Fiduciary Duty of Care

Despite the lack of regulatory guidance for fulfillment of the Duty of Care, there is plenty of common-sense guidance from thought leaders. They all agree that research that fulfills the Duty of Care should be comprehensive, objective, transparent, and relevant.

by Sam McBride

October 5, 20171Comments

Big Banks Will Win the Fintech Revolution

Large incumbent financial firms will continue to control the bulk of the value in the industry, but the structure of the value chain and the way these firms compete will change drastically.

by Sam McBride

September 12, 20170Comments

United Technologies Overpaid for Rockwell Collins

Simply put, the price UTX will pay for this acquisition – which comes to ~$33 billion when accounting for all forms of debt and unfunded pension liabilities – makes it almost impossible for the deal to create long-term value for shareholders.

by Sam McBride

September 7, 20170Comments

The Earnings Recovery Remains an Illusion

Our analysis of the latest 10-K and 10-Q filings for the S&P 500 shows that the GAAP earnings growth in the market has not translated to an increase in economic earnings.

by Sam McBride

August 21, 20174Comments

TrueCar Can’t Serve Two Masters

TrueCar shares the same fatal flaw that sunk Angie’s List. As a middleman, it has to appeal to consumers while remaining valuable to its actual customers, car dealers. In trying to balance the needs of these two opposing sides, TrueCar is conflicted and struggles to provide value to either.

by Sam McBride

August 21, 20170Comments

Solar Stock Face Off for The Solar Eclipse

With investors’ eyes turned towards the sun today, which of these solar stocks is the best bet to make your portfolio shine?

by Sam McBride

August 11, 20171Comments

Disney Dumps Netflix, And So Should Investors

Investors should capitalize on the opportunity provided by Disney’s streaming service announcement and the market’s overreaction to earnings. Buy into a great company at an attractive valuation (Disney) and sell an overvalued company with holes in its business model (Netflix).

by Sam McBride

August 10, 20171Comments

An Industry Leader In A Rapidly Growing Market

We previously highlighted the semiconductor equipment sector as a “pick and shovel” play to benefit from trends such as artificial intelligence, autonomous driving, and the Internet of Things. Today we are digging deeper into one of those stocks.

by Sam McBride

August 9, 20170Comments

A Practical Solution To Fulfill The Duty Of Care

Without the Duty of Care, the Duty of Loyalty is nearly worthless. An advisor that tries to act in your best interest, but doesn’t have the skill or diligence to do so can cause just as much harm as a conflicted advisor.

by Sam McBride

August 7, 20171Comments

Why Diligence Matters: Don’t Buy Acadia Healthcare’s Roll-Up

We put behavioral healthcare provider Acadia Healthcare (ACHC) in the Danger Zone just over a year ago and despite the company touting its impressive non-GAAP numbers, the stock is just as dangerous as ever.

by Sam McBride

July 25, 20170Comments

Nelson Peltz On Procter & Gamble: Sign of The Future For ROIC Laggards

Linking executive compensation to ROIC could create immediate shareholder returns and drive a long-term commitment to the lean and disciplined corporate structure that Peltz wants P&G to adopt.

by Sam McBride

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