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ICYMI: New Long Idea, Guest Post from John Rotonti, New E-Letter by David Trainer, Sector & Industry Fundamentals Update, & Model Portfolio Updates

June 21, 20240Comments

by Kyle Guske II, Senior Investment Analyst, MBA

Long Idea: Undervalued Dividend Grower

Members can read the latest Long Idea report here.

Safest Dividend Yields Model Portfolio Update for June

Featured Stock in June 2024’s Exec Comp Aligned with ROIC Model Portfolio

Get a look at one of the stocks in this month’s Model Portfolio.

E-Letter: Not Buying Tom Brady’s HOF Speech

John Rotonti: The Importance of Going into Our Company Model

Sector & Industry Fundamentals 1Q24 Update

Danger Zone Podcast 6/10/24: Why S&P 500 Stocks with Overstated Earnings are in the Danger Zone

Upcoming Research

New Danger Zone: 6/24/24
New Long Idea: 6/26/24
Dividend Growth Stocks: Model Portfolio Update: 6/27/24
Q&A with our experts and other members of our Society of Intelligent Investors. Join here.

Coverage Updates

236: 10-Qs parsed since June 1.
74: 10-Ks parsed since June 1.
62 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.

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