Long Idea: A Sound Stock Picking Methodology

This fund allocates to high-quality firms trading at discounted prices. 

Stock Picking Is Back – Alpha Trader Interview

Get the podcast on how to outperform in an overbought market.

Most Attractive Stocks: Model Portfolio Update

18 new stocks make this month’s model portfolio.

Most Dangerous Stocks: Model Portfolio Update

17 new stocks make this month’s model portfolio.

Get the best fundamental research

Earnings Distortion Scorecard for 6/8/20-6/12/20

See the stocks most likely to beat or miss consensus estimates next week.

Don't Overpay for This Fund

Why pay higher fees for active management that allocates to low-quality stocks?

Featured Stock in Dividend Growth Stocks Model Portfolio

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

June 2020 Stock Picking Accolades

SumZero ranks us #6 in Healthcare, #7 in Industrials, and #7 LTM (Last Twelve Months).

Upcoming Research

Coverage Updates

  • 109: 10-Qs parsed since June 1.
  • 30: 10-Ks parsed since June 1.
  • 81: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.

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