New Long Idea: Safe Stocks in a Stormy Market
If the market drags them down, these stocks are great bargains.
Earnings Distortion Scorecard for 3/9/20-3/13/20
See the stocks most likely to beat or miss consensus estimates next week.
Most Attractive Stocks: Model Portfolio Update
30 new stocks make this month’s model portfolio.
Most Dangerous Stocks: Model Portfolio Update
13 new stocks make this month’s model portfolio.
Case Studies: Revenue-to-EBITDA Reconciliation
Specific company examples: details and page numbers from the filings where we get the data.
High-Flying Tech Stock Running out of Steam
Intense competition prevents this growth story from ever coming true.
Removing Special Charges Reveals This Firm's True Profits
We found unusual items that artificially lower this firm's profits.
How Unusual Items Overstate This Firm's Losses
Multiple items hidden in the footnotes distort this firm's GAAP results.
Featured Stock in Dividend Growth Stocks Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
March 2020 Stock Picking Accolades
SumZero ranks us #5 in Healthcare and #10 in Consumer Staples.
Position Close: General Electric (GE)
A successful Long Idea.
Danger Zone Podcast: 2/24/20: Don't Ignore the Real Earnings Season
These companies' core earnings are trending in the opposite direction of GAAP earnings.
Upcoming Research
- New Danger Zone: 3/9/20
- New Long Idea: 3/11/20
- Exec Comp Aligned with ROIC: Model Portfolio Update: 3/13/20
- Safest Dividend Yields: Model Portfolio Update: 3/20/20
Coverage Updates
- 19: 10-Qs parsed since Mar 1.
- 389: 10-Ks parsed since Mar 1.
- 159: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.