Long Idea: Reported Earnings Understate True Earnings

Profit from the aging car population.

Industry Awards Finalist

We are proud to be recognized along with other industry leaders: Schwab, Wells Fargo, TD Ameritrade, Fidelity, and more.

Compliance Blind Spot Re: the Fiduciary Rule

Are you reading through all the 10-Ks and 10-Qs? Who is checking the footnotes?

Closing a Successful Danger Zone Pick

Down 43% since we put it in the Danger Zone, we are closing our Zoe’s Kitchen’s (ZOES) position.

3-Year Average ROIC: New Metric Added To All Models

3-year average ROIC provides additional insights into a firm’s stewardship of capital.

ROGIC: New Metric Added To All Models

Return on Gross Invested Capital (ROGIC) normalizes the financials of firms with differing depreciation or amortization policies.

Danger Zone Podcast

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about why investors should not overlook this consumer goods provider.

Upcoming Research

Coverage Updates

  • 2061:10-Qs parsed since May 1.
  • 223:10-Ks parsed since May 1.
  • 258: stocks & mutual funds added to coverage universe over the last 3 months.

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