Long Idea: Cyclical Tailwinds Boost Upside for Industry Leader
Recently beaten up by the market, this undervalued stock offers great risk/reward.
Safest Dividend Yields: Model Portfolio Update
10 new stocks make April’s portfolio. Last month, the portfolio (+3.3%) outperformed the S&P 500 (-0.3%).
New Stocks on Exec Comp Aligned with ROIC: Model Portfolio Update
Our model portfolio outperformed again last month. Get a free look at a new stock on the list.
CNBC Interview: Netflix’s Valuation Disconnected from Its Fundamentals
Model Portfolios Outperform in 1Q17
Our model portfolios offer clients multiple strategies to outperform in good and bad markets.
Filing Season Finds: 10-K Filing Season Recap
Our robo-analyst technology read 2,139 10-K filings and collected 49,862 data points. Our analyst team used this data to make 49,862 adjustments (worth $16.1 trillion) to GAAP results.
2Q17 Style Ratings for ETFs & Mutual Funds
See the fund style ranks for 2Q2017.
Upcoming Research
- New Long Idea: 4/24/17
- Most Attractive & Most Dangerous: Model Portfolio Update: 5/3/17
- 2Q17 ETF & Mutual Fund Style Ratings
Coverage Updates
- 134: 10-Qs parsed since Apr 1.
- 151: 10-Ks parsed since Apr 1.
- 222: stocks & mutual funds added to coverage universe over the last 3 months.