ICYMI: The “Real” Earnings Season Begins and Model Portfolio Updates

Model Portfolio Update: Safest Dividend Yields

Since inception, the Safest Dividend Yields Model Portfolio is up (+12%) while the S&P 500 is up (+10%).

Model Portfolio Update: New Stocks on Exec Comp Aligned with ROIC

See the new stock in this month’s portfolio, which outperformed (+3.0%) the S&P 500 (+2.3%).

Op/Ed Feature on wealthmanagement.com

WealthManagement.com featured our op/ed: The Fiduciary Duty Can’t Be Killed.

The Real Earnings Season Starts Now

Diligence During 10-K Season Pays

EPS season may be winding down, but the real earnings season—annual 10-K filing season—just started.

Filing Season Finds: February 22

From 10-Ks filed on Feb 21, our analyst team made 1,335 forensic accounting adjustments with a dollar value of $351 billion. See our special feature of the highly unusual item found by Senior Analyst Hunter Gray in Phillips 66’s 10-K.

Filing Season Finds: February 23

From 10-Ks filed on Feb 22, our analyst team made 2,451 forensic accounting adjustments with a dollar value of $1.6 trillion. See our special feature of the highly unusual item found by Senior Analyst Hunter Gray in Advanced Micro Devices’ 10-K.

Filing Season Finds: February 24

From 10-Ks filed on Feb 23, our analyst team made 2,630 forensic accounting adjustments with a dollar value of $1.1 trillion. See our special feature of the highly unusual item found by Analyst Allen Jackson Town Sports International Holdings 10-K.

Avoid This Overvalued Organic Food Manufacturer

Significant competition, lagging margins, and an overvalued stock price make it hard to justify any bull case involving this week’s Danger Zone.

Upcoming Research

Coverage Updates

  • 323:10-Qs parsed since Feb 1.
  • 549:10-Ks parsed since Feb 1.
  • 217: Stocks & mutual funds added to coverage universe over the last 3 months.

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