Long Idea: Cash Cow with an Underrated Moat

This firm deserves more credit for the trust it has earned. 

Most Attractive Stocks: Model Portfolio Update

12 new stocks make this month’s model portfolio.

Most Dangerous Stocks: Model Portfolio Update

Six new stocks make this month’s model portfolio.

Get the best fundamental research

WeWork’s Failed IPO Is a Win for Main Street

Bravo to investors for rejecting this ridiculous IPO.

Analyzing the IPO Market on TD Ameritrade Network

Get insights into the IPO market after high profile disappointments.

Don’t Pay Extra for Overvalued Tech Stocks

This tech fund chases growth and charges excessive fees. 

October 2019 Stock Picking Accolades

SumZero ranks us #2 in Healthcare, #2 in Consumer Staples, and #6 in Industrials.

Featured Stock in Dividend Growth Model Portfolio

Get a free look at one of the stocks in this month's model portfolio.

Position Close Update: Navistar (NAV)

A successful Danger Zone pick.

Position Close Update: Zions Bancorp (ZION)

Updating a prior Danger Zone pick.

Position Close Update: SINA Corporation (SINA)

A successful Danger Zone pick.

A Better Way to Calculate EBITDA 

Get a more accurate and comparable calculation of companies’ pre-tax cash earnings.

Danger Zone Podcast: 9/23/19: Numerous Red Flags in Peloton's IPO

Misleading non-GAAP metrics and an outrageous valuation make this IPO one to avoid.

Upcoming Research

Coverage Updates

  • 53: 10-Qs parsed since Oct 1.
  • 23: 10-Ks parsed since Oct 1.
  • 206: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.

Leave a Reply

Your email address will not be published.