Long Idea: Stick with This Outperformer
A focus on ROIC is paying off in higher profits & impressive strategic partnerships.
Dividend Growth Stocks: Model Portfolio Update
13 new stocks make this month’s model portfolio.
Focus List Stocks – Short: Update
See the most recent update to this Model Portfolio. (Pro and higher members)
WeWork's Business Model and Valuation – Our Interview with CNBC
Get the truth about the most ridiculous IPO of 2019.
Bad Stocks Hiding in A Good Economy
Strong macro-economic conditions mask serious issues for these two companies.
Featured Stock in Safest Dividend Yields Model Portfolio
Get a free look at one of the stocks in this month's model portfolio.
Winning Ideas for Our Clients
This pick earned an absolute return of 11% and relative return of 15% in six weeks. Not a bad deal for members.
Danger Zone Podcast: 8/19/19: The Most Ridiculous IPO of 2019
It might just be the worst IPO of all time.
Upcoming Research
- New Long Idea: 9/4/19
- Most Attractive/Most Dangerous: Model Portfolio Update: 9/5/19
- Exec Comp Aligned with ROIC: Model Portfolio Update: 9/13/19
Coverage Updates
- 1996: 10-Qs parsed since Aug 1.
- 137: 10-Ks parsed since Aug 1.
- 173: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.