ICYMI: New Long Idea, Model Portfolio Update & Style Ratings for ETFs & Mutual Funds

Long Idea: Rising ROIC & Low Expectations = Attractive Risk/Reward

Overreaction to an earnings miss creates a buying opportunity.

New Stocks on Safest Dividend Yields: Model Portfolio Update

Our model portfolio outperformed again last month. Get a free look at a new stock on the list.

CNBC Interview: Chipotle’s Hidden Debt Poses Risk To Valuation

David Trainer appeared on CNBC’s Closing Bell to discuss Chipotle’s valuation and hidden risks.

Danger Zone Podcast

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

2Q17 Style Ratings for ETFs & Mutual Funds

Our style fund ratings for 2Q2017.

All Cap Blend

All Cap Growth

All Cap Value

Large Cap Blend

Large Cap Growth

Large Cap Value

Mid Cap Blend

Mid Cap Growth

Mid Cap Value

Small Cap Blend

Small Cap Growth

Small Cap Value

Upcoming Research

Coverage Updates

  • 309:10-Qs parsed since Apr 1.
  • 176:10-Ks parsed since Apr 1.
  • 250: stocks & mutual funds added to coverage universe over the last 3 months.

 

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