Model Portfolio Update: Exec Comp Aligned With ROIC
The Exec Comp Aligned With ROIC Portfolio (+3.0%) outperformed the S&P 500 (+2.3%) last month.
Model Portfolio Update: New Stocks on Most Attractive/Most Dangerous
Our Most Dangerous Stocks (-0.8%) outperformed the S&P 500 (+0.4%) last month. Get a free preview of two additions to this month’s model portfolio.
SNAP: Golden Ticket or Next Twitter?
Snapchat’s parent company Snap Inc. filed for its highly anticipated IPO and is seeking up to $22 billion. What do investors need to know before buying? Our report looks behind the reported numbers to get you the truth about profitability and valuation.
Sector Ratings Recap 1Q17: Best and Worst ETFs & Mutual Funds
Quick and easy access to our 1Q17 analysis of each sector.
Style Ratings Recap 1Q17: Best and Worst ETFs & Mutual Funds
Quick and easy access to our 1Q17 analysis of each style.
Webinar: Solving The Biggest Problem w/ Implementing the Fiduciary Rule
Learn our unique solution for implementing a fiduciary level of service.
Upcoming Research
- Model Portfolio Update: Safest Dividend Yields 2/23/17
- Look for a new Long Idea next week.
Coverage Updates
- 297:10-Qs parsed since Feb 1.
- 208:10-Ks parsed since Feb 1.
- 186: Stocks & mutual funds added to coverage universe over the last 3 months.