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Filing Season Finds: Thursday, March 9

From yesterday’s research, analysts parsed 63 10-K filings and collected 8,240 data points. In total they made 1,379 forensic accounting adjustments with a dollar value of $200 billion. Analyst Cody Fincher found an unusual item yesterday in Astrazeneca PLC’s (AZN) 20-F.
by Sam McBride
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Filing Season Finds: Wednesday, March 8

From yesterday’s research, analysts parsed 104 10-K filings and collected 12,874 data points. In total, they made 2,194 forensic accounting adjustments with a dollar value of $117 billion. Analyst Cody Fincher found an unusual item yesterday in Cytokinetics’ (CYTK) 10-K.
by Sam McBride
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Filing Season Finds: Tuesday, March 7

From Saturday to Monday’s research, analysts parsed 179 10-K filings and collected 24,318 data points. In total, they made 4,084 forensic accounting adjustments with a dollar value of $480 billion. Analyst Lindsay Bohannon found an unusual item yesterday in The Habit Restaurants’ (HABT) 10-K.
by Sam McBride
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Filing Season Finds: Week Of February 25 – March 3

Last week, our analysts parsed 700 filings and collected 102,289 data points. In total, they made 17,454 adjustments with a dollar value of $6.1 trillion. Analyst Allen L. Jackson found a few items in US Steel’s (X) 10-K that caused us to downgrade the stock from Dangerous to Very Dangerous.
by Sam McBride
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Filing Season Finds: Friday, March 3

Yesterday, our analysts parsed 128 filings and collected 18,702 data points. In total, they made 3,174 adjustments with a dollar value of $1.1 trillion. In particular, analyst Peter Apockotos found an unusual item yesterday in MGM Resorts (MGM) 10-K.
by Sam McBride
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Filing Season Finds: Thursday, March 2

Yesterday, our analysts parsed 134 filings and collected 20,247 data points. In total, they made 3,401 adjustments with a dollar value of $1.3 trillion. In particular, analyst Hunter Gray found an unusual item yesterday in Nabors Industries' (NBR) 10-K.
by Sam McBride
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Filing Season Finds: Wednesday, March 1

Yesterday, our analysts parsed 131 filings and collected 19,357 data points. In total, they made 3,384 adjustments with a dollar value of $1.3 trillion. In particular, analyst Peter Apockotos found an unusual item yesterday in Chart Industries (GTLS) 10-K.
by Sam McBride
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Filing Season Finds: Tuesday, February 28

Yesterday, our analysts parsed 125 filings and collected 17,650 data points. In total, they made 2,921 adjustments with a dollar value of $599 billion. In particular, analyst Allen L. Jackson found an unusual item yesterday in Allegheny Technologies (ATI) 10-K.
by Sam McBride
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Filing Season Finds: Week Of February 21-25

Last week, our analysts parsed 378 filings and collected 56,507 data points. In total, they made 9,646 adjustments with a dollar value of $5.3 trillion. Analyst Lindsay Bohannon found a few items in Cigna’s 10-K last week that should put the stock back on investors’ radar.
by Sam McBride
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Filing Season Finds: Friday, February 24

Yesterday, our analysts parsed 107 filings and collected 15,764 data points. In total, they made 2,630 adjustments with a dollar value of $1.1 trillion. In particular, analyst Allen L. Jackson found an unusual item in Town Sports International Holdings (CLUB) 10-K.
by Sam McBride
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Stock Faceoff: Giants of Retail

On the back of a strong holiday season, retailers are back in the spotlight. To start out the new year, we want to take the time to circle back to two of our previous long ideas on some of the giants in the retail industry.
by Sam McBride